LPL Financial

AVP, Product Owner

LPL Financial$109K — $182K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10+ years in product management, consulting, project management in financial services or fintech
  • 5+ years experience in Agile environments with cross-functional teams
  • 3+ years as a Product Owner in a Scrum framework
  • Experience with financial industry data feeds and APIs
  • Knowledgeable about investment and retirement products and industry trends

Responsibilities

  • Partner with stakeholders to align on the strategic vision for products
  • Collaborate with Product Managers to refine product features
  • Decompose features into user stories and prioritize the product backlog
  • Liaise between Scrum Teams and business stakeholders to streamline communication
  • Drive cross-functional coordination throughout the product lifecycle
  • Communicate with stakeholders to manage expectations and ensure alignment
  • Monitor and report on product progress for informed decision-making

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:

LPL Financial is seeking an AVP, Product Owner within LPL's Advisor Experience, one of the most visible departments in the organization. This role serves as a trusted business partner responsible for driving outcomes, leading cross-functional collaboration, and contributing to strategic decision-making through thoughtful analysis. The position plays a key role in supporting LPL's ongoing digital transformation by aligning product delivery with business objectives.

The AVP, Product Owner is accountable for maximizing the value delivered by the Scrum Team, maintaining the product backlog, and ensuring alignment between stakeholders, customers, and development teams. This role partners across business and technology to define product roadmaps, refine requirements, and deliver solutions that enhance advisor and client experiences.

Responsibilities:
  • Partner with stakeholders to understand and align on the strategic vision for assigned products
  • Collaborate with Product Managers to define and refine product features
  • Decompose features into user stories and prioritize the product backlog
  • Act as a liaison between Scrum Teams and business stakeholders to streamline communication and minimize disruption
  • Drive cross-functional coordination across business and technology teams throughout the product lifecycle
  • Communicate with stakeholders, end users, and partners to manage expectations and ensure alignment
  • Provide business context to inform prioritization and acceptance of delivered work
  • Support the Scrum Team in defining acceptance criteria, Definition of Ready, and Definition of Done
  • Participate in Agile ceremonies and remain accessible to the team for product-related questions
  • Review completed user stories to validate acceptance criteria and quality standards
  • Lead product demonstrations and gather feedback during sprint reviews
  • Represent the Scrum Team in program-level discussions and maintain awareness of broader initiatives
  • Advocate for team capacity and capabilities while setting appropriate expectations with stakeholders
  • Contribute to digital transformation initiatives by executing strategies that enhance client experiences
  • Support development of executive-level dashboards and reporting of key performance metrics
  • Establish and maintain effective communication across stakeholders and leadership
  • Monitor and report on product progress to support informed decision-making
  • Coordinate and oversee interconnected product initiatives and dependencies


What are we looking for?

We are seeking individuals who consistently pursue greatness, act with integrity, and are driven to help our clients succeed. The ideal candidate thrives in a fast-paced environment, fosters collaboration to win together, and contributes to a positive team culture by helping to create and share joy while delivering meaningful outcomes.

Requirements:
  • 5-10+ years of experience in product management, consulting, program, or project management within financial services or fintech
  • 5+ years of experience working in Agile environments with cross-functional teams
  • 3+ years of experience serving as a Product Owner in a Scrum framework
  • Experience working with financial industry data feeds and APIs
  • Knowledge of investment and retirement products and financial industry trends


#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!

About LPL Financial

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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