Lpl Financial
Overview AVP, Product Management at
LPL Financial . The Product Management group defines and manages fee-related elements of the business. This role focuses on rolling out a net fee management system based on existing targeted accounts and service level fees, with the long-term objective to expand the system to process and manage the full range of fees across the enterprise. You will lead a fee-centric product, drive outcomes, coordinate with cross-functional teams, and support fee revenue objectives and fee reporting. The role involves product analysis, customer awareness, data discovery, and supporting end-user reporting, as well as end-user analysis, product effectiveness, fee profitability and product growth and extension.
For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. Responsibilities
Enter at the foundational development of a net new fee management system that is designed to expand dramatically over time Create best-in-class reports and prepare informational output to support fee simplicity, transparency, correctness and user intuition Work closely with business and technical partners to align goals and priorities, including providing customer feedback and vision for PI events and backlog management. Collaborate across product and operations to maintain alignment on vision, strategy, and performance to goals. Approach strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs. Develop roadmaps, plans and metrics that communicate progress, risks, issues and approaches to execution that support continuous learning and improve outcomes. The product will set a high bar for results through repeatable, scalable processes. Qualifications
Bachelor’s degree in a related field 5-7+ years of experience in product management, program & project management preferably within a financial services or related FinTech firm 5+ years of participating and producing while on high-performing teams in an agile environment Experience on working with Jira Flexibility and organizational change management experience The ability to work in a cross-functional team and drive outcomes without having direct authority Great communication skills, both written and oral, with ability to present materials and serve as one of the recognized subject matter experts on the team Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives Actively anticipate, identify, and manage risks within your position and scope at the company Ability to create a product roadmaps that align with phase-based agile development that incorporate a long term business vision A consensus-builder who drives change across their products and evaluates solutions to the complex and/or time sensitive business challenges Preferences
MBA or other advanced degree a plus Pay Range $106,088-$176,813/year Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter can 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. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only great potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work Commitment to Equality Community Focus Benefits and Total Rewards: Our Total Rewards package goes beyond compensation and insurance. 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 or banking information. If you have questions regarding the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947. Seniority level
Executive Employment type
Full-time Job function
Product Management and Marketing Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.
#J-18808-Ljbffr
LPL Financial . The Product Management group defines and manages fee-related elements of the business. This role focuses on rolling out a net fee management system based on existing targeted accounts and service level fees, with the long-term objective to expand the system to process and manage the full range of fees across the enterprise. You will lead a fee-centric product, drive outcomes, coordinate with cross-functional teams, and support fee revenue objectives and fee reporting. The role involves product analysis, customer awareness, data discovery, and supporting end-user reporting, as well as end-user analysis, product effectiveness, fee profitability and product growth and extension.
For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. Responsibilities
Enter at the foundational development of a net new fee management system that is designed to expand dramatically over time Create best-in-class reports and prepare informational output to support fee simplicity, transparency, correctness and user intuition Work closely with business and technical partners to align goals and priorities, including providing customer feedback and vision for PI events and backlog management. Collaborate across product and operations to maintain alignment on vision, strategy, and performance to goals. Approach strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs. Develop roadmaps, plans and metrics that communicate progress, risks, issues and approaches to execution that support continuous learning and improve outcomes. The product will set a high bar for results through repeatable, scalable processes. Qualifications
Bachelor’s degree in a related field 5-7+ years of experience in product management, program & project management preferably within a financial services or related FinTech firm 5+ years of participating and producing while on high-performing teams in an agile environment Experience on working with Jira Flexibility and organizational change management experience The ability to work in a cross-functional team and drive outcomes without having direct authority Great communication skills, both written and oral, with ability to present materials and serve as one of the recognized subject matter experts on the team Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives Actively anticipate, identify, and manage risks within your position and scope at the company Ability to create a product roadmaps that align with phase-based agile development that incorporate a long term business vision A consensus-builder who drives change across their products and evaluates solutions to the complex and/or time sensitive business challenges Preferences
MBA or other advanced degree a plus Pay Range $106,088-$176,813/year Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter can 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. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only great potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work Commitment to Equality Community Focus Benefits and Total Rewards: Our Total Rewards package goes beyond compensation and insurance. 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 or banking information. If you have questions regarding the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947. Seniority level
Executive Employment type
Full-time Job function
Product Management and Marketing Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.
#J-18808-Ljbffr