LPL Financial
AVP, Product Management - ClientWorks Platform
LPL Financial, New York, New York, United States
AVP, Product Management - ClientWorks Platform
Join to apply for the AVP, Product Management - ClientWorks Platform role at LPL Financial.
ClientWorks is our comprehensive advisor workstation designed — and continuously refined — to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more.
Job Overview Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so they have more time to engage with their clients and prospects. We look to deliver on this responsibility by simplifying the way in which our users access and manage their clients’ information and making it easy to navigate to tools that allow them to take action on that data, and being a force multiplier for other product areas by providing them with a foundation of common core capabilities that simplify their development process and help them align with our system standards and design principles.
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/capabilities, 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.
What We’re Looking For We want strong collaborators who can deliver a world‑class user experience. We are looking for people who thrive in a fast‑paced environment, are user‑focused, team‑oriented, and able to execute in a way that accelerates creativity and continuous improvement. It’s important that you can understand the story of our users and their clients and use that knowledge to advocate passionately on their behalf to make their technology experience better on a day‑by‑day basis.
Requirements
2–5 years of experience in product management roles building digital products or technology‑enabled services.
Core Competencies
Demonstrated business acumen and the 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.
Ability to work on a cross‑functional team and drive outcomes, in some cases without having direct authority.
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team.
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.
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.
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.
Principals only. EOE.
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ClientWorks is our comprehensive advisor workstation designed — and continuously refined — to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more.
Job Overview Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so they have more time to engage with their clients and prospects. We look to deliver on this responsibility by simplifying the way in which our users access and manage their clients’ information and making it easy to navigate to tools that allow them to take action on that data, and being a force multiplier for other product areas by providing them with a foundation of common core capabilities that simplify their development process and help them align with our system standards and design principles.
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/capabilities, 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.
What We’re Looking For We want strong collaborators who can deliver a world‑class user experience. We are looking for people who thrive in a fast‑paced environment, are user‑focused, team‑oriented, and able to execute in a way that accelerates creativity and continuous improvement. It’s important that you can understand the story of our users and their clients and use that knowledge to advocate passionately on their behalf to make their technology experience better on a day‑by‑day basis.
Requirements
2–5 years of experience in product management roles building digital products or technology‑enabled services.
Core Competencies
Demonstrated business acumen and the 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.
Ability to work on a cross‑functional team and drive outcomes, in some cases without having direct authority.
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team.
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.
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.
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.
Principals only. EOE.
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