Job Overview:ClientWorks is our comprehensive advisor workstation, designed and continuously refined to help financial advisors run their businesses more efficiently. The platform provides a single location to access client account types and data and to process business, with tools supporting account opening, client management, trading, moving money, and more.
The ClientWorks Platform team ensures our users have a workstation that is intuitive and easy to use, giving them more time to engage with clients and prospects. The team simplifies how users access and manage client information and navigate to tools that enable them to take action on that data. The team also serves as a force multiplier for other product areas by providing common core capabilities that simplify development and support alignment with system standards and design principles.
Responsibilities:- Serve as a subject matter expert on users and their needs by conducting customer interviews, reviewing product analytics, hosting user feedback sessions, and aggregating insights from internal partners.
- Define the near- and medium-term product development roadmap and key features and capabilities.
- Manage product development cycles with clear schedules, deliverables, and milestones.
- Develop and monitor metrics to measure the success of products and features and use results to inform future iterations.
- Partner with diverse cross-functional teams to drive creative and continuous improvements.
What Are We Looking For?We're looking for people who
pursue greatness by focusing on user needs and delivering an intuitive, world-class experience,
act with integrity when evaluating customer insights and making product decisions, are
driven to help our clients succeed by advocating for advisors and their clients,
win together through effective cross-functional collaboration, and
create and share joy by continuously improving the technology experience for our users.
Requirements:- 5+ years of experience in product management roles building digital products or technology-enabled services.
- Experience in a client-facing role and/or in the financial services industry, preferably within a broker-dealer, registered investment adviser (RIA), investment firm, or financial services firm.
- Demonstrated business acumen and experience interacting with partners, including developing, presenting, and obtaining approval for business cases and funding requests needed to support roadmap execution.
Core Competencies:- Ability to work on cross-functional teams and drive outcomes without direct authority.
- Analytical skills with demonstrated ability to evaluate business opportunities and assess results against established objectives.
- Written and oral communication skills, including experience presenting materials to senior organizational leaders and serving as a subject matter expert.
Preferences:- Agile and/or SAFe training or certifications.
- Knowledge of fundamental UI/UX principles.
#LI-Hybrid
Pay Range: $109,283.00 - $182,104.00
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!
