LPL Financial
AVP, Product Management - ClientWorks Platform
LPL Financial, Columbia, South Carolina, United States
AVP, Product Management - ClientWorks Platform
Join to apply for the
AVP, Product Management - ClientWorks Platform
role at
LPL Financial Overview
ClientWorks is our comprehensive advisor workstation designed to help financial advisors run their business more efficiently. This system provides a single location to access client account types, data, and processes, including tools for account opening, client management, trading, moving money, and more. Our goal is to deliver an intuitive and easy‑to‑use workstation so users can focus more on clients and prospects. Responsibilities
Be the subject matter expert on users and their needs by conducting customer interviews, analyzing product analytics, hosting user feedback sessions, and aggregating insights from internal partners. Define near- and mid‑term product development roadmaps, key features/capabilities, and manage development cycles with clear schedules, deliverables, and milestones. Develop and monitor metrics to track product and feature success and inform future iterations. Collaborate with cross‑functional teams to drive creative and continuous improvements. What We’re Looking For
We seek strong collaborators who can deliver a world‑class user experience in a fast‑paced, user‑focused, team‑oriented environment. You should understand the story of our users and their clients and advocate on their behalf to improve technology experiences daily. Requirements
2–5 years of experience in product management roles building digital products or technology‑enabled services Core Competencies
Demonstrated business acumen and ability to interact with partners, including developing, presenting, and gaining approval on business cases and funding requests to support the roadmap Ability to work on cross‑functional teams and drive outcomes, sometimes without direct authority Strong analytical skills to evaluate opportunities and measure results against objectives Excellent written and verbal communication, with the ability to present to senior leaders and serve as a subject matter expert Preferences
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 Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. We support over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in assets for about 7 million Americans. We offer a range of advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run thriving businesses. Join LPL Financial: where your potential meets opportunity. We believe everyone deserves objective financial guidance and provide an integrated platform of technology, brokerage, and investment advisory services. Why LPL?
Innovative Environment and supportive leadership Strong career potential and growth opportunities Unified mission to support advisors and their clients Commitment to equality and diversity Community focus and total rewards More Information
Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Information on interviews: LPL will only communicate with applicants from an @lplfinancial.com email address and will not conduct interviews online or in chat rooms. If you have questions about the application process, contact LPL Human Resources Solutions Center at (855) 575‑6947.
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Join to apply for the
AVP, Product Management - ClientWorks Platform
role at
LPL Financial Overview
ClientWorks is our comprehensive advisor workstation designed to help financial advisors run their business more efficiently. This system provides a single location to access client account types, data, and processes, including tools for account opening, client management, trading, moving money, and more. Our goal is to deliver an intuitive and easy‑to‑use workstation so users can focus more on clients and prospects. Responsibilities
Be the subject matter expert on users and their needs by conducting customer interviews, analyzing product analytics, hosting user feedback sessions, and aggregating insights from internal partners. Define near- and mid‑term product development roadmaps, key features/capabilities, and manage development cycles with clear schedules, deliverables, and milestones. Develop and monitor metrics to track product and feature success and inform future iterations. Collaborate with cross‑functional teams to drive creative and continuous improvements. What We’re Looking For
We seek strong collaborators who can deliver a world‑class user experience in a fast‑paced, user‑focused, team‑oriented environment. You should understand the story of our users and their clients and advocate on their behalf to improve technology experiences daily. Requirements
2–5 years of experience in product management roles building digital products or technology‑enabled services Core Competencies
Demonstrated business acumen and ability to interact with partners, including developing, presenting, and gaining approval on business cases and funding requests to support the roadmap Ability to work on cross‑functional teams and drive outcomes, sometimes without direct authority Strong analytical skills to evaluate opportunities and measure results against objectives Excellent written and verbal communication, with the ability to present to senior leaders and serve as a subject matter expert Preferences
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 Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. We support over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in assets for about 7 million Americans. We offer a range of advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run thriving businesses. Join LPL Financial: where your potential meets opportunity. We believe everyone deserves objective financial guidance and provide an integrated platform of technology, brokerage, and investment advisory services. Why LPL?
Innovative Environment and supportive leadership Strong career potential and growth opportunities Unified mission to support advisors and their clients Commitment to equality and diversity Community focus and total rewards More Information
Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE. Information on interviews: LPL will only communicate with applicants from an @lplfinancial.com email address and will not conduct interviews online or in chat rooms. If you have questions about the application process, contact LPL Human Resources Solutions Center at (855) 575‑6947.
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