LPL Financial Holdings, Inc.
AVP, IIS Product Manager
LPL Financial Holdings, Inc., Fort Mill, South Carolina, United States, 29715
Do you have a passion for product management?
Are you a collaborator?
If so, then this could be the role 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:
The Investor and Investment Solutions (IIS) organization is expanding its product management team and currently hiring a product leader to drive the management and execution of key advisor-facing experiences with a customer centered focus. This role must exude a passion for product management in a manner that results in the utmost satisfaction of our Advisors and their clients. The ideal candidate will have extensive Marketing and Sales technology knowledge, and must be comfortable driving outcomes across broad cross functional teams. This role will be required to leverage their knowledge and skill set to work with our advisors and internal teams to deliver the technology and workflows that enable LPL to continuously improve our advisors' experience while ultimately providing them with best in class tools to manage their business. Collaboration with internal business partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.
Responsibilities: A foundational understanding of product management and foundational models to influence and drive key outcomes relative to our strategic vision. Drives the creation and maintenance of the product and portfolio roadmap and portfolio. This role requires strong communication skills to ensure the vision for the products we build is clear across key business units within the organization. Works with a diverse group of cross-functional teams in a process-driven manner to ensure creative and continuous improvements - with the goal of exciting our advisor base, leading the market, and attracting additional business Drive insights and practical recommendations from feedback from internal stakeholders and key partners across the enterprise Provide executive level updates, improvement recommendations and enable the development of new growth opportunities Work with business and technology teams to design and develop major components and key features of the products including writing functional specifications and user stories that communicate a clear and detailed blueprint of product releases including logic flows & wireframes Rollout and train the team on new technologies including tracking and identifying bugs and open issues related to new releases Research and recommend new marketing/ sales technology solutions, and ensure that all systems are tightly integrated with one another Deeply understand our users by collecting and analyzing past and current user data, as well as researching for potential future requirements. In partnership with the business leads, define technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones. Guide and support technology teams in building integrations with digital marketing/ sales tools and guide the design and development of native marketing technology tools. What are we looking for?
We want
strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a
fast-paced environment, are client-focused, team oriented , and are able to execute in a way that encourages
creativity
and
continuous improvement .
Requirements:
Passion for driving the Advisor and Investor experience and ability to persuade others to share this vision, collaborate and execute. Bachelor's degree in a related field; MBA or other advanced degree preferred 4-7+ years of experience in Marketing Technology product management related roles within a financial services firm or highly regulated environment Experience in authoring, reviewing and managing Business Requirements Documents and other critical documents in the SDLC process Leadership and team change management experience The ability to work in a cross-functional team Effective communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serves as the recognized subject matter expert Demonstrated ability to interact and demonstrate business acumen with senior leaders, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the Advisor Reporting roadmap Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives Actively anticipates, identifies and manages risks within position scope and at the company Expert consensus builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges Pay Range: $106,088-$176,813/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment:
We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential:
Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission:
We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work:
Our size is just right for you to make a real impact. Learn more here! Commitment to Equality:
We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus:
We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards:
Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.
EAC1.22.25
Are you a collaborator?
If so, then this could be the role 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:
The Investor and Investment Solutions (IIS) organization is expanding its product management team and currently hiring a product leader to drive the management and execution of key advisor-facing experiences with a customer centered focus. This role must exude a passion for product management in a manner that results in the utmost satisfaction of our Advisors and their clients. The ideal candidate will have extensive Marketing and Sales technology knowledge, and must be comfortable driving outcomes across broad cross functional teams. This role will be required to leverage their knowledge and skill set to work with our advisors and internal teams to deliver the technology and workflows that enable LPL to continuously improve our advisors' experience while ultimately providing them with best in class tools to manage their business. Collaboration with internal business partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.
Responsibilities: A foundational understanding of product management and foundational models to influence and drive key outcomes relative to our strategic vision. Drives the creation and maintenance of the product and portfolio roadmap and portfolio. This role requires strong communication skills to ensure the vision for the products we build is clear across key business units within the organization. Works with a diverse group of cross-functional teams in a process-driven manner to ensure creative and continuous improvements - with the goal of exciting our advisor base, leading the market, and attracting additional business Drive insights and practical recommendations from feedback from internal stakeholders and key partners across the enterprise Provide executive level updates, improvement recommendations and enable the development of new growth opportunities Work with business and technology teams to design and develop major components and key features of the products including writing functional specifications and user stories that communicate a clear and detailed blueprint of product releases including logic flows & wireframes Rollout and train the team on new technologies including tracking and identifying bugs and open issues related to new releases Research and recommend new marketing/ sales technology solutions, and ensure that all systems are tightly integrated with one another Deeply understand our users by collecting and analyzing past and current user data, as well as researching for potential future requirements. In partnership with the business leads, define technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones. Guide and support technology teams in building integrations with digital marketing/ sales tools and guide the design and development of native marketing technology tools. What are we looking for?
We want
strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a
fast-paced environment, are client-focused, team oriented , and are able to execute in a way that encourages
creativity
and
continuous improvement .
Requirements:
Passion for driving the Advisor and Investor experience and ability to persuade others to share this vision, collaborate and execute. Bachelor's degree in a related field; MBA or other advanced degree preferred 4-7+ years of experience in Marketing Technology product management related roles within a financial services firm or highly regulated environment Experience in authoring, reviewing and managing Business Requirements Documents and other critical documents in the SDLC process Leadership and team change management experience The ability to work in a cross-functional team Effective communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serves as the recognized subject matter expert Demonstrated ability to interact and demonstrate business acumen with senior leaders, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the Advisor Reporting roadmap Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives Actively anticipates, identifies and manages risks within position scope and at the company Expert consensus builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges Pay Range: $106,088-$176,813/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment:
We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential:
Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission:
We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work:
Our size is just right for you to make a real impact. Learn more here! Commitment to Equality:
We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus:
We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards:
Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.
EAC1.22.25