LPL Financial
Product Owner
We empower professionals to shape their success while helping clients pursue their financial goals with confidence. You will support a distinct product that plays a vital role in how we communicate with clients and investors: Client Reporting Tool: LPL's in-house, custom-built reporting platform designed to deliver engaging, tailored reports that meet the evolving needs of our advisors and their clients. This role will focus on enhancing the reporting experience, ensuring accuracy, personalization, and regulatory compliance.
Client Letters: A platform and process for generating and delivering client communications in the form of lettersvia e-delivery or mailprimarily to meet regulatory requirements. This role will focus on optimizing the letter creation and distribution workflow, ensuring compliance, operational efficiency, and a great client experience.
Product Owner will work closely with cross-functional teams to deliver high-impact solutions that improve the client experience and meet business objectives. 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. 5+ years of experience in product management, product ownership, or project management.
Experience in the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm preferred.
Familiarity with client/end-investor reporting, accounting systems, or official monthly statements is a significant plus.
Proven ability to manage complex products with multiple stakeholders and dependencies.
Strong analytical, communication, and organizational skills required.
Experience with Agile methodologies and tools such as Jira.
LPL Financial Holdings Inc. 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. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that 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.
We empower professionals to shape their success while helping clients pursue their financial goals with confidence. You will support a distinct product that plays a vital role in how we communicate with clients and investors: Client Reporting Tool: LPL's in-house, custom-built reporting platform designed to deliver engaging, tailored reports that meet the evolving needs of our advisors and their clients. This role will focus on enhancing the reporting experience, ensuring accuracy, personalization, and regulatory compliance.
Client Letters: A platform and process for generating and delivering client communications in the form of lettersvia e-delivery or mailprimarily to meet regulatory requirements. This role will focus on optimizing the letter creation and distribution workflow, ensuring compliance, operational efficiency, and a great client experience.
Product Owner will work closely with cross-functional teams to deliver high-impact solutions that improve the client experience and meet business objectives. 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. 5+ years of experience in product management, product ownership, or project management.
Experience in the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm preferred.
Familiarity with client/end-investor reporting, accounting systems, or official monthly statements is a significant plus.
Proven ability to manage complex products with multiple stakeholders and dependencies.
Strong analytical, communication, and organizational skills required.
Experience with Agile methodologies and tools such as Jira.
LPL Financial Holdings Inc. 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. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that 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.