LPL Financial
AVP, Product Owner - Life Insurance (Digital)
Overview
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 team(s)
Assist the Scrum Team with creating Acceptance Criteria and defining the team’s Definition of Ready and Definition of 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 and Review
Represent the Scrum Team at SoS and keep a pulse on the direction of the Program
Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success
Contribute to the Digital Transformation and Product Management team by executing strategies that help LPL evolve into an industry leading organization
Contribute to the governance and production of the department’s executive level dashboard, which includes key performance metrics that provide transparency into progress
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 inter-connected products and initiatives
Qualifications To be successful in this role, the candidate should have a strong understanding of complexities in how financial professionals run their practice with focus on Annuity and Life Insurance business. Having a consulting mindset and a good understanding of the financial services and the regulatory environment, as well as Agile software development and management is critical. The candidate needs to lead interactions with customers, business leads, cross-functional teams internally and external business partners to drive key outcomes in support of our strategy.
Requirements
5+ years of experience in product management, consulting, program and project management, preferably within a financial services or related Fintech firm
3+ 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
The ability to work in a cross-functional team and drive outcomes without having direct authority
Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as a recognized subject matter expert on the team
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, and geographic location. LPL Total Rewards package is designed to support your success at work and at home, including 401K matching, health benefits, paid time off, and more.
Company Overview LPL Financial Holdings Inc. is a leading independent broker-dealer serving more than 23,000 financial advisors and institutions nationwide. We are committed to the advisor-mediated model and to providing objective financial guidance.
#J-18808-Ljbffr
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 team(s)
Assist the Scrum Team with creating Acceptance Criteria and defining the team’s Definition of Ready and Definition of 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 and Review
Represent the Scrum Team at SoS and keep a pulse on the direction of the Program
Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success
Contribute to the Digital Transformation and Product Management team by executing strategies that help LPL evolve into an industry leading organization
Contribute to the governance and production of the department’s executive level dashboard, which includes key performance metrics that provide transparency into progress
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 inter-connected products and initiatives
Qualifications To be successful in this role, the candidate should have a strong understanding of complexities in how financial professionals run their practice with focus on Annuity and Life Insurance business. Having a consulting mindset and a good understanding of the financial services and the regulatory environment, as well as Agile software development and management is critical. The candidate needs to lead interactions with customers, business leads, cross-functional teams internally and external business partners to drive key outcomes in support of our strategy.
Requirements
5+ years of experience in product management, consulting, program and project management, preferably within a financial services or related Fintech firm
3+ 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
The ability to work in a cross-functional team and drive outcomes without having direct authority
Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as a recognized subject matter expert on the team
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, and geographic location. LPL Total Rewards package is designed to support your success at work and at home, including 401K matching, health benefits, paid time off, and more.
Company Overview LPL Financial Holdings Inc. is a leading independent broker-dealer serving more than 23,000 financial advisors and institutions nationwide. We are committed to the advisor-mediated model and to providing objective financial guidance.
#J-18808-Ljbffr