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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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Vice President, Product Management

Job ID: R-017906 Date posted: 10/14/2021 Primary Location CA-San Diego Other Locations TX-Austin , SC-Fort Mill , CA-Remote

Job Title: Vice President, Product Management

Would you like to work on a disruptive product at the intersection of the fast-growing finance and technology space?

Are you excited to learn more? If so, then this could be the role for you!

Job Overview

LPL's Business Solutions team (https://www.lplbusinesssolutions.com/) is seeking a passionate and driven product manager to supercharge our rapidly growing Digital Office Solution product suite.

LPL Business Solutions delivers products and services to support our 19,000 small business financial advisors.  We allow our customers to outsource the significant functions of running their small business to grow faster, serve their customers better and operate more efficiently. The Digital Office Solutions is a rapidly growing new Business Solutions service that delivers a transformative suite of technology tools to independent financial advisors.  Through Digital Office Solution, advisors can outsource the technology-related aspects of running their small business to grow faster, more securely, and operate more efficiently. Your scope includes enhancing and customizing external software technologies for these small businesses, building software for them, and even hardware opportunities as needed.

What you will do

  • Be a part of a fun team that is passionate about customer service and new technologies
  • Live, learn and grow in an entrepreneurial environment
  • Determines customers' needs and desires through customer interviews, market research, competitive research, and insights from our sales team to support our small business customers' technology needs.
  • Champion the vision of where the product is going next with key stakeholders to identify potential roadblocks and plan for scaling such roadblocks within the delivery of services, products and features
  • Take an innovative and agile approach to build new products partnering with vendors and LPL technology, including defining wireframes, functional specifications, and user stories
  • Define and continually refine critical attributes of existing and new offerings, including the product pricing, business case, economics, operational model
  • Be a subject matter expert on cybersecurity and cloud storage solutions
  • Create and maintain processes for managing subscriber information and billing
  • Providing updates to stakeholders on product development processes, costs, and budgets
  • Define mid and longer-term product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables, and milestones
  • Develop metrics to assess the success of products and features and determine necessary enhancements
  • Providing in-depth product demonstrations to new users and current subscribers
  • Create presentations for senior members of the organization
  • Follow policies and procedures of large broker-dealer with a sizeable decentralized client base
  • Contributing to and maintaining a positive team culture that values high performance, collaboration, and transparency

What does your success look like in the first 90 days

  • Build a detailed understanding of entire Digital Office Solutions product portfolio and broader LPL Business Solutions offerings
  • Ensure continued satisfaction of existing customers
  • Build relationships with your team and the broader organization
  • Set a vision Digital Office Solution product portfolio and lay the foundation to execute against

Skills, experiences, and education required

  • MBA required
  • 9+ years of professional technology or business experience within product management, business analysis, or project management roles
  • Minimum of 2-3 years’ experience in Managed IT Services and/or IT Field Services
  • Previous experience working with technical product teams to develop product strategies
  • Strong communication skills, both written and oral, can present materials to the highest levels in the organization and the ability to frame complex issues visually.
  • An entrepreneurial perspective that is grounded in tangible outcomes
  • Ability to work independently to identify the issues and implement solutions in a team environment
  • Grace under pressure, comfort with ambiguity, and a sense of humor

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 advisory 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.

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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