LPL Financial
Overview
Join to apply for the
AVP, Product Management, Trading
role at
LPL Financial . What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview:
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 decisions, while contributing to the organization’s ongoing Digital Transformation. Key for this role is strong experience in Wealth Management/Trading domain and experience with leading a development team. The candidate should coordinate and influence in a highly cross-functional environment. A strong understanding of the complexities of financial services and the regulatory environment, as well as Agile management, is critical. The incumbent will lead interactions with internal teams and external business partners to drive key outcomes in support of our strategy. Narrative: 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, ensuring the team is building the right product solutions at the right time. The Product Manager will coordinate 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 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 are met Advocate for the Scrum Team and explain their capabilities and limitations to the Business Contribute to Data Transformation and Product Management efforts 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 decision-making by stakeholders, sponsors and management 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 creativity, continuous improvement, and a culture where we win together and create and share joy in our work. Requirements
5+ years of experience in product management, consulting, program and project management, preferably within financial services or related Fintech 5+ years leading 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 Understanding of regulatory landscape regarding trading Strong project management and organizational skills, attention to detail and 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, including benefits such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. 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 to run thriving businesses. They offer independence so advisors and institutions can choose the business model that fits them. For further information about LPL, please visit www.lpl.com. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe 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 Limitless Career Potential Unified Mission Impactful Work Commitment to Equality Community Focus Benefits and Total Rewards 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 questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. Seniority level: Executive Employment type: Full-time Job function: Product Management and Marketing
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Join to apply for the
AVP, Product Management, Trading
role at
LPL Financial . What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview:
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 decisions, while contributing to the organization’s ongoing Digital Transformation. Key for this role is strong experience in Wealth Management/Trading domain and experience with leading a development team. The candidate should coordinate and influence in a highly cross-functional environment. A strong understanding of the complexities of financial services and the regulatory environment, as well as Agile management, is critical. The incumbent will lead interactions with internal teams and external business partners to drive key outcomes in support of our strategy. Narrative: 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, ensuring the team is building the right product solutions at the right time. The Product Manager will coordinate 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 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 are met Advocate for the Scrum Team and explain their capabilities and limitations to the Business Contribute to Data Transformation and Product Management efforts 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 decision-making by stakeholders, sponsors and management 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 creativity, continuous improvement, and a culture where we win together and create and share joy in our work. Requirements
5+ years of experience in product management, consulting, program and project management, preferably within financial services or related Fintech 5+ years leading 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 Understanding of regulatory landscape regarding trading Strong project management and organizational skills, attention to detail and 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, including benefits such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. 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 to run thriving businesses. They offer independence so advisors and institutions can choose the business model that fits them. For further information about LPL, please visit www.lpl.com. Join LPL
Join LPL Financial: Where Your Potential Meets Opportunity. We believe 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 Limitless Career Potential Unified Mission Impactful Work Commitment to Equality Community Focus Benefits and Total Rewards 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 questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. Seniority level: Executive Employment type: Full-time Job function: Product Management and Marketing
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