LPL Financial
Overview
Join to apply for the
AVP, Product Management, Trading
role at
LPL Financial . LPL Financial is seeking an AVP, Product Manager who will help lead a portfolio that contributes to the Trading organization’s ongoing development of our Clientworks Rebalancer Trading system. 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 decision, while contributing to the organization’s ongoing Digital Transformation. Key for this role is strong experience in Wealth Management/Trading domain & experience with leading a development team. Additionally, the candidate should have the ability to coordinate and influence in a highly cross-functional environment. A strong understanding of the complexities of financial services and the regulatory environment in which we operate as well as Agile management is critical. The incumbent needs to lead interactions with internal teams, and external business partners to drive key outcomes in support of our strategy. The AVP, Product Manager helps bring purpose to the Scrum Team and is charged with maximizing the value of the team’s work. The Product Manager maintains the Product Backlog and works closely with stakeholders to cultivate and nurture a community around the product. The Product Manager is a liaison between the Scrum Team and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product manager provides “who, what, and why” so that the Scrum Team can answer “how.” The Product Manager will co-ordinate across business and technology to help stand up the product roadmap, create, prioritize, and refine stories in the product backlog, and help drive the implementation of the trading solutions. The Product Manager will be expected to contribute to key on-the-spot decisions regarding scope and requirements. Responsibilities
Lead a team of Product Owners & Business Analysts Meet with Stakeholders to understand the strategic vision for the Product Collaborate with the Product Manager 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 has been met 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 efforts of the Data Transformation and Product Management team Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives 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 What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements
5 plus years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm 5 plus years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment 3+ years as a Product Owner working with Agile/Scrum Experience across Advisory, Brokerage, various security types and order entry platforms Skilled in Rebalance and Overlay trading functionality Core Competencies
Ability to assess and develop operations infrastructure needed to implement Increase penetration via advisor dialogue and investor marketing campaign to drive higher adoption and ultimately revenue Understanding of the regulatory landscape regarding trading Strong project management and organizational skills, attention to detail and the ability to prioritize and multi-task Preferences
Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred Ability to work well in a fast-paced, changing environment 2+ years’ experience in Data Transformation 2+ years’ experience in Trading / Wealth management domain Pay Range
$116,600-$194,400/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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. For further information about LPL, please visit www.lpl.com. 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.
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Join to apply for the
AVP, Product Management, Trading
role at
LPL Financial . LPL Financial is seeking an AVP, Product Manager who will help lead a portfolio that contributes to the Trading organization’s ongoing development of our Clientworks Rebalancer Trading system. 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 decision, while contributing to the organization’s ongoing Digital Transformation. Key for this role is strong experience in Wealth Management/Trading domain & experience with leading a development team. Additionally, the candidate should have the ability to coordinate and influence in a highly cross-functional environment. A strong understanding of the complexities of financial services and the regulatory environment in which we operate as well as Agile management is critical. The incumbent needs to lead interactions with internal teams, and external business partners to drive key outcomes in support of our strategy. The AVP, Product Manager helps bring purpose to the Scrum Team and is charged with maximizing the value of the team’s work. The Product Manager maintains the Product Backlog and works closely with stakeholders to cultivate and nurture a community around the product. The Product Manager is a liaison between the Scrum Team and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product manager provides “who, what, and why” so that the Scrum Team can answer “how.” The Product Manager will co-ordinate across business and technology to help stand up the product roadmap, create, prioritize, and refine stories in the product backlog, and help drive the implementation of the trading solutions. The Product Manager will be expected to contribute to key on-the-spot decisions regarding scope and requirements. Responsibilities
Lead a team of Product Owners & Business Analysts Meet with Stakeholders to understand the strategic vision for the Product Collaborate with the Product Manager 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 has been met 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 efforts of the Data Transformation and Product Management team Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives 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 What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements
5 plus years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm 5 plus years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment 3+ years as a Product Owner working with Agile/Scrum Experience across Advisory, Brokerage, various security types and order entry platforms Skilled in Rebalance and Overlay trading functionality Core Competencies
Ability to assess and develop operations infrastructure needed to implement Increase penetration via advisor dialogue and investor marketing campaign to drive higher adoption and ultimately revenue Understanding of the regulatory landscape regarding trading Strong project management and organizational skills, attention to detail and the ability to prioritize and multi-task Preferences
Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred Ability to work well in a fast-paced, changing environment 2+ years’ experience in Data Transformation 2+ years’ experience in Trading / Wealth management domain Pay Range
$116,600-$194,400/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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. For further information about LPL, please visit www.lpl.com. 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.
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