LPL Financial
Overview
AVP, Product Owner - Life Insurance (Digital) at LPL Financial. LPL Financial is seeking an AVP Product Owner within LPL's Product Management, one of the most visible departments in our organization. You will be responsible for developing strategies, goals, and plans for new products or product enhancements. As a trusted business partner, you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions within our Life Insurance platforms. Strong Annuities platform experience is a huge plus. This position works closely with senior management, marketing, sales, development, operations, compliance, legal, finance, and customer support teams to ensure that all aspects of product launch or enhancement are addressed.
Responsibilities Meet with stakeholders to understand the strategic vision for the product.
Collaborate with Product Managers to define features.
Break features down to user stories and prioritize the product backlog.
Be a conduit between the Scrum Team and the business to eliminate interruption.
Drive collaboration and coordination across business and technology throughout the development process.
Communicate with stakeholders, end users, business and IT and manage partner expectations.
Bring business expertise that prioritizes and accepts the work developed by teams.
Assist the Scrum Team with creating acceptance criteria and defining the team’s definitions of ready and done.
Be available to the Scrum Team to answer questions about the product by attending Scrum ceremonies.
Review user stories to ensure all defined acceptance criteria are met.
Showcase the Scrum Team’s accomplishments and receive feedback at demo & review.
Represent the Scrum Team at SoS and keep a pulse on the direction of the program.
Advocate for the Scrum Team and explain their capabilities and limitations to the business, setting the team up for success.
Contribute to the Digital Transformation and Product Management efforts by executing strategies that help LPL evolve into an industry-leading organization, delivering world-class digital functionality and customer experiences.
Contribute to governance and production of the department’s executive-level dashboard with key performance metrics.
Establish effective working relationships with all stakeholders and ensure effective portfolio communications.
Ensure effective reporting of all products to enable stakeholders, sponsors, and management to make appropriate decisions.
Formulate, organize and monitor interconnected products and initiatives.
What are we looking for?
We want strong collaborators who can deliver world-class client experiences. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements 5+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
3+ years of JIRA experience
2+ years of Annuity and Life Insurance Industry experience
2+ years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
Preferences Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred
Ability to work well in a fast-paced, changing environment
Core Competencies Flexibility and organizational change management experience
Ability to work in a cross-functional team and drive outcomes without direct authority
Expert communication skills, both written and oral, with ability to present materials to all levels and serve as a recognized subject matter expert
Strong analytical skills with demonstrated ability to evaluate business opportunities and measure results against objectives
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. LPL Total Rewards package is designed to support success at work, at home, and at play (e.g., 401(k) matching, health benefits, stock options, PTO, volunteer time off, and more). Your recruiter can discuss these offerings.
Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to empower advisors and institutions. We serve more than 23,000 financial advisors and numerous institutions nationwide. We are committed to the advisor-mediated model and delivering objective financial guidance.
Join LPL Financial: Where Your Potential Meets Opportunity. We provide cutting-edge technology, brokerage, and investment advisor services. EOE. Principals only. Referrals increase your chances of interviewing.
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. For questions, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EOE.
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AVP, Product Owner - Life Insurance (Digital) at LPL Financial. LPL Financial is seeking an AVP Product Owner within LPL's Product Management, one of the most visible departments in our organization. You will be responsible for developing strategies, goals, and plans for new products or product enhancements. As a trusted business partner, you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions within our Life Insurance platforms. Strong Annuities platform experience is a huge plus. This position works closely with senior management, marketing, sales, development, operations, compliance, legal, finance, and customer support teams to ensure that all aspects of product launch or enhancement are addressed.
Responsibilities Meet with stakeholders to understand the strategic vision for the product.
Collaborate with Product Managers to define features.
Break features down to user stories and prioritize the product backlog.
Be a conduit between the Scrum Team and the business to eliminate interruption.
Drive collaboration and coordination across business and technology throughout the development process.
Communicate with stakeholders, end users, business and IT and manage partner expectations.
Bring business expertise that prioritizes and accepts the work developed by teams.
Assist the Scrum Team with creating acceptance criteria and defining the team’s definitions of ready and done.
Be available to the Scrum Team to answer questions about the product by attending Scrum ceremonies.
Review user stories to ensure all defined acceptance criteria are met.
Showcase the Scrum Team’s accomplishments and receive feedback at demo & review.
Represent the Scrum Team at SoS and keep a pulse on the direction of the program.
Advocate for the Scrum Team and explain their capabilities and limitations to the business, setting the team up for success.
Contribute to the Digital Transformation and Product Management efforts by executing strategies that help LPL evolve into an industry-leading organization, delivering world-class digital functionality and customer experiences.
Contribute to governance and production of the department’s executive-level dashboard with key performance metrics.
Establish effective working relationships with all stakeholders and ensure effective portfolio communications.
Ensure effective reporting of all products to enable stakeholders, sponsors, and management to make appropriate decisions.
Formulate, organize and monitor interconnected products and initiatives.
What are we looking for?
We want strong collaborators who can deliver world-class client experiences. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements 5+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
3+ years of JIRA experience
2+ years of Annuity and Life Insurance Industry experience
2+ years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
Preferences Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred
Ability to work well in a fast-paced, changing environment
Core Competencies Flexibility and organizational change management experience
Ability to work in a cross-functional team and drive outcomes without direct authority
Expert communication skills, both written and oral, with ability to present materials to all levels and serve as a recognized subject matter expert
Strong analytical skills with demonstrated ability to evaluate business opportunities and measure results against objectives
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. LPL Total Rewards package is designed to support success at work, at home, and at play (e.g., 401(k) matching, health benefits, stock options, PTO, volunteer time off, and more). Your recruiter can discuss these offerings.
Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded to empower advisors and institutions. We serve more than 23,000 financial advisors and numerous institutions nationwide. We are committed to the advisor-mediated model and delivering objective financial guidance.
Join LPL Financial: Where Your Potential Meets Opportunity. We provide cutting-edge technology, brokerage, and investment advisor services. EOE. Principals only. Referrals increase your chances of interviewing.
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. For questions, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EOE.
#J-18808-Ljbffr