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VP, Product Management

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Job ID R-025503 Date posted 09/15/2022 Primary Location CA-San Diego Other Locations CA-Remote

Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

This role is a VP position on our Advisor Solutions product team responsible for our advisor platform, ClientWorks. Specifically, this role will oversee our account lifecycle management suite of capabilities and members of the small product team responsible for supporting that suite.

ClientWorks is our comprehensive advisor platform designed — and continually refined — to help financial advisors run their business more efficiently. This intuitive system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, and more.

Our job on the Advisor Solutions team is to ensure that ClientWorks continues to improve by evolving with the changing needs of our advisors and continuously simplifies and streamlines the work they do everyday in our system.

Responsibilities:

  • Be the subject matter expert on our users and their needs and desires, through customer interviews, product analytics, user feedback sessions, and insight from internal partners

  • Define long-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones

  • Develop and monitor metrics to track the success of products and features and inform future iterations

  • Work with a diverse group of cross-functional teams to ensure creative and continuous improvements

  • Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs

  • Manage a small team of Product Managers and/or Product Owners responsible for the capabilities within this product suite

  • Create best-in-class reports and prepare presentations related to LPL’s strategic plays and growth initiatives that are SVP+, C-Suite, and Board ready

What We’re Looking For

We want strong collaborators who can deliver a world-class user experience. We are looking for people who thrive in a fast-paced environment, are user-focused, team-oriented, and able to execute in a way that accelerates creativity and continuous improvement.

Requirements: 

  • 5+ years of experience in product management roles building digital products or technology-enabled services

  • Demonstrated business acumen and the ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap

  • Ability to work on a cross-functional team and drive outcomes, in some cases without having direct authority

  • 3+ years of experience developing, cultivating, and leading strong, high-performing teams in an agile environment

  • Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives

  • Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team

  • Demonstrated ability to interact with and influence senior leaders

Preferences: 

  • Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm

  • Agile and/or SAFe trainings and certifications

  • Knowledge of UI/UX fundamental principles

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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