LPL Financial

VP, Product Manager

LPL Financial  •  $136k - $227k/yr  •  Charlotte, NC / Fort Mill, SC (Onsite)  •  8 days ago
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Job Description

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

LPL Financial is seeking a VP, Product Manager within LPL's Advisor Experience, one of the most visible departments in our organization. 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 decision, while contributing to the organization’s ongoing Digital Transformation.

Key for this role is strong experience with financial industry, custody and non-custody business, data feeds and APIs along with knowledge of investment and retirement products and industry trends. Additionally, the candidate should have the ability to coordinate and influence in a highly cross-functional environment. A strong understanding of the complexities of financial services and the regulatory environment in which we operate as well as Agile management is critical. The incumbent needs to lead interactions with customers, internal teams, and external business partners to drive key outcomes in support of our strategy.

The VP, Product Manager helps bring purpose to the cross functional and multiple Product Teams and is charged with maximizing the value of the team’s work. The Product Manager maintains, prioritizes and drives the execution of the Product Backlog and works closely with Stakeholders, Customers, and the Business to cultivate and nurture a community around the product. The Product Manager is a liaison between the cross functional product teams, Scrum Teams and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product Manager provides “who, what, and why” so that the Scrum Teams can answer “how.”

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 client solutions. The Product Owner will be expected to contribute to key on-the-spot decisions regarding scope and requirements.

Responsibilities:

  • 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 their 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 has been met

  • Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review

  • Represent the Scrum Team at SoS and keep a pulse on the direction of the Program

  • Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success

  • Contribute to the efforts of the Digital Transformation and Product Management team by executing strategies that help CLR evolve into an industry leading organization, delivering enviable digital functionality and customer experiences.

  • Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives

  • Establish effective working relationships with all stakeholders and ensure effective portfolio communications

  • Ensure effective reporting of all products to enable stakeholders, sponsors and management to make appropriate decisions

  • Formulate, organize and monitor inter-connected products and initiatives

What are we looking for?

We want strong collaborators who can deliver a world-class client experience We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativityand continuous improvement

Requirements:

  • Minimum of 15 years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm

  • Minimum of 12 years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment

  • Minimum of 5 years as a Product Owner and/or Manager working with Agile/Scrum

  • Ability to work well in a fast-paced, changing environment

  • Ability to work with offshore teams

Core Competencies

  • Product Strategy – Defines product vision, roadmap, and priorities aligned to business goals.
  • Agile/Scrum Execution – Leads backlog management and guides teams to deliver high-value solutions.
  • Financial Services Expertise – Applies deep knowledge of investment products, APIs, and regulatory environments.
  • Cross-Functional Leadership – Aligns business and technology teams to drive execution and outcomes.
  • Stakeholder Management – Communicates effectively and manages expectations across all levels.
  • Data-Driven Decision Making – Uses metrics and insights to inform product and business decisions.
  • Client Focus – Prioritizes solutions that enhance advisor and client experience.


Pay Range:

$135,960.00 - $226,600.00


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!


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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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.

EAC 5.19.26

LPL Financial

About LPL Financial

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 approximately 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.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
San Diego, CA
Year Founded
1989
Website
lpl.com
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