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Product Owner for Tax Planning

Job ID: R-017460 Date posted: 09/27/2021 Primary Location CA-San Diego

Product Owner for Tax Planning Ventures (Labs), VP

LPL Financial

JOB DESCRIPTION & QUALIFICATIONS

Remote workers welcome!

Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients?

If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you!

The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator.

In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice!


As a Product Manager you will…

  • Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations
  • Research and articulate the different types of services that a Tax Planning service should cover
  • Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved.
  • Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value.
  • Conduct pricing/unit economics analyses and create the business case for the service
  • Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc.
  • Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs.
  • Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions.

YOUR QUALIFICATIONS    

We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people.

The minimum requirements we seek:

  • 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures
  • 2 years of experience in Tax Planning in the context of financial advisory practices

Our preferred requirements:

  • CFP, CPA or CFA is a very strong plus.
  • 2+ years experience in building and launching new services
  • Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner.
  • Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients
  • Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. 
  • Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.

Moreover, your will be a key member of LPL’s New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Learn more about how it is like to work at LPL, our benefits and our social responsibility values!

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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