LPL Financial
AVP, Product Management - ClientWorks Platform
LPL Financial, Trenton, New Jersey, United States
AVP, Product Management - ClientWorks Platform
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AVP, Product Management - ClientWorks Platform
role at
LPL Financial
Job Overview ClientWorks is our comprehensive advisor workstation designed to help financial advisors run their business more efficiently. It offers a single location to access all client account types, data, and process business. It includes tools for account opening, client management, trading, moving money, and more.
Responsibilities
Be the subject matter expert on our users and their needs by conducting customer interviews, reviewing product analytics, hosting user feedback sessions, and aggregating insight from internal partners.
Define the near- and medium-term product development roadmap, key features and manage the development cycles with clear schedules, deliverables and milestones.
Develop and monitor metrics to track the success of products and features and inform future iterations.
Work with a diverse group of cross‑functional teams to ensure creative and continuous improvements.
Requirements
2-5 years of experience in product management roles building digital products or technology‑enabled services.
Demonstrated business acumen and ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap.
Strong analytical skills with ability to evaluate business opportunities and evaluate results against established objectives.
Expert communication skills, written and oral, with ability to present materials to the highest levels in the organization.
Preferred
Experience in a client‑facing role and/or the financial services industry, preferably within a broker‑dealer, RIA, investment or financial services firm.
Agile and/or SAFe trainings and certifications.
Knowledge of UI/UX fundamental principles.
Pay Range
$116,600-$194,400/year
Principals only. EOE.
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AVP, Product Management - ClientWorks Platform
role at
LPL Financial
Job Overview ClientWorks is our comprehensive advisor workstation designed to help financial advisors run their business more efficiently. It offers a single location to access all client account types, data, and process business. It includes tools for account opening, client management, trading, moving money, and more.
Responsibilities
Be the subject matter expert on our users and their needs by conducting customer interviews, reviewing product analytics, hosting user feedback sessions, and aggregating insight from internal partners.
Define the near- and medium-term product development roadmap, key features and manage the development cycles with clear schedules, deliverables and milestones.
Develop and monitor metrics to track the success of products and features and inform future iterations.
Work with a diverse group of cross‑functional teams to ensure creative and continuous improvements.
Requirements
2-5 years of experience in product management roles building digital products or technology‑enabled services.
Demonstrated business acumen and ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap.
Strong analytical skills with ability to evaluate business opportunities and evaluate results against established objectives.
Expert communication skills, written and oral, with ability to present materials to the highest levels in the organization.
Preferred
Experience in a client‑facing role and/or the financial services industry, preferably within a broker‑dealer, RIA, investment or financial services firm.
Agile and/or SAFe trainings and certifications.
Knowledge of UI/UX fundamental principles.
Pay Range
$116,600-$194,400/year
Principals only. EOE.
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