Job Overview: This is an Assistant Vice President position in Advisor Experience as a product owner for the Personalization and Business Configurator product. 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 decisions.
Responsibilities: - Be the subject matter expert on our users and their needs and desires, through customer interviews, product analytics, user feedback sessions, and insight from internal partners
- Define mid-term technology 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
- Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs
- Work closely with Product Management to create and maintain a vision, road-map, growth opportunities, and product backlog according to business value or ROI
- Lead the planning of product release plans and set the expectation for delivery of new functionalities with PI roadmaps
- Provide an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals
- Set direction for Agile development teams and stakeholders throughout the project and facilitate requirements
- Plan and prioritize product feature backlog and development for the product
- Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy
- Provide backlog management, iteration planning, and elaboration of the user stories
- Research and analyze market, the users, and the roadmap for the product
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
creativity and
continuous improvement.
Requirements: - 5-7 years experience hands-on experience with business & systems requirements processes
- 5-7 years of product owner experience or relevant business work experience.
- Bachelor's or in Computer Science, Information Systems, Business, or other related fields
- 3-5 years experience in a financial services or wealth management industry
Core Competencies: - Demonstrated experience as Product Lead, Manager or Owner
- Successfully engage in multiple initiatives simultaneously.
- Must be comfortable in rapidly changing and sometimes ambiguous work situations.
- Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast-paced environment
- Exceptional customer focus with a strong bias for action
- Demonstrated problem solving, organizational and time management skills
- Collaborative team player
- Excellent oral and written communication skills
Preferences: - Broker dealer, investment bank, or RIA product experience in financial services environment
- Masters Degree preferred
- Experience in Fintech and/or Financial Services
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!
