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Are you passionate about delivering exceptional client experiences through innovative product solutions? Join LPL Financial as a Product Manager – Investment Reporting & Client Experience, where you’ll play a critical role in shaping how advisors and clients engage with reporting, statements, and key investment insights.
Job Overview
We are seeking a highly motivated Product Manager with experience in investment services or banking to help lead and evolve our advisor- and client-facing reporting platforms. This role sits at the intersection of business, technology, and client experience, with a deep focus on statement production, performance reporting, and data-driven communication.
As the voice of the customer and business, you will own product strategy and execution for key reporting capabilities. You will partner closely with engineering, operations, marketing, and stakeholders across LPL to deliver enhancements and new solutions that improve transparency, usability, and overall client satisfaction.
Responsibilities
Lead product strategy, roadmap development, and execution for LPL’s investment reporting and statement platforms
Become a subject matter expert in the functionality, usage, and architecture of LPL’s statement production and distribution systems
Review, organize, and prioritize product enhancement requests, feature ideas, and defect remediation
Gather and synthesize feedback from advisors, clients, and internal stakeholders to inform product decisions
Create and maintain business requirements documents (BRDs), epics, features, and user stories
Partner closely with engineering teams throughout the full product development lifecycle
Collaborate with marketing and communications teams on product positioning and go-to-market initiatives
Support product releases, adoption efforts, and continuous process improvements
Ensure product decisions align with client needs, regulatory considerations, and business objectives
What Are We Looking For?
We’re looking for a collaborative, client-focused product manager who thrives in a fast-paced environment and enjoys balancing strategic thinking with hands-on execution. You’re comfortable navigating ambiguity, managing competing priorities, and translating complex business needs into actionable product solutions.
Requirements
Bachelor’s degree or equivalent professional experience
5+ years of experience in product management, business analysis, or a related role
Experience working within financial services, investment management, or banking environments
Demonstrated experience with Agile product management, backlog prioritization, and roadmap ownership
Advanced experience translating business needs into BRDs, user stories, and product specifications
Core Competencies
Customer-centric mindset with professional advocacy skills
Analytical and data-driven problem-solving abilities
Excellent written and verbal communication skills
Proven stakeholder management and cross-functional collaboration
Ability to operate effectively in complex, regulated environments
Preferences
Experience with investment reporting, client statements, or performance analytics platforms
Familiarity with statement production, data management, or large-scale client communications systems
Pay Range:
$120,098.00 - $200,232.00
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!
