VP, Product Management - W2 & Affiliate Models

LPL Financial Holdings, Inc.$135K — $226K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience in product management or related field
  • 5+ years of end-to-end product delivery management experience
  • Proven experience managing product backlogs and roadmaps in Agile settings
  • Prior experience as a Product Owner in PI planning processes
  • Bachelor's degree in Business, Technology, or related area

Responsibilities

  • Own the centralized intake and prioritization for advisor product requests
  • Manage a consolidated backlog of onboarding and office enablement projects
  • Develop and maintain a clear product roadmap aligned with business outcomes
  • Act as Product Owner during PI planning and coordinate with cross-functional teams
  • Track delivery progress and manage risk while making scope trade-off decisions
  • Define product requirements for onboarding and infrastructure upgrades
  • Ensure alignment of third-party solutions with advisor workflows and compliance

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off and volunteer time off
  • Hybrid work flexibility
Full Job Description
Job Overview:

The VP, Product Management is responsible for the end-to-end product experience for W2 and Affiliate advisors. This role owns the full product lifecycle, including intake, prioritization, roadmap development, delivery execution, and post-launch optimization. The role operates within Product and partners closely with Technology, EPMO, Business, Operations, Compliance, and Service to deliver scalable, consistent, and advisor-centric solutions that improve onboarding, office readiness, and overall advisor experience.

Responsibilities:
  • Own the centralized intake process and prioritization framework for all W2 and Affiliate advisor product requests
  • Define and manage a consolidated backlog spanning onboarding, office enablement, infrastructure, third-party tools, and platform enhancements
  • Develop and maintain a transparent product roadmap with defined priorities, dependencies, and sequencing aligned to business outcomes
  • Serve as Product Owner during PI planning and execution, aligning scope, objectives, and delivery commitments with Technology and EPMO
  • Track delivery progress, manage risks and dependencies, and make scope trade-off decisions based on capacity and business value
  • Define product requirements for advisor onboarding, office deployments, infrastructure upgrades, and hardware enablement
  • Establish and evolve standardized solutions (e.g., Network-in-a-Box, Office-in-a-Box) to improve scalability and supportability
  • Ensure integration of onboarding and enablement solutions with identity, access, email, and downstream systems
  • Own lifecycle management of third-party tools, including evaluation, implementation, adoption tracking, and decommissioning
  • Ensure third-party solutions align with advisor workflows, compliance requirements, and enterprise architecture strategy
  • Define launch readiness criteria and coordinate go-to-market activities with Communications, Training, and Service teams
  • Establish feedback loops and monitor adoption metrics to drive continuous product improvement
  • Serve as the primary product partner to Business and Field leadership
  • Drive cross-functional execution across Product, Technology, EPMO, Operations, Compliance, and Service
  • Provide consistent reporting on roadmap progress, delivery performance, and product outcomes


What are we looking for?

We are seeking a product leader who will pursue greatness, act with integrity, and is driven to help our clients succeed. The ideal candidate collaborates effectively to win together while bringing a mindset that helps teams create and share joy through meaningful, well-executed product experiences that deliver measurable value for advisors and the business.

Requirements:
  • 8+ years of experience in product management, product ownership, or a related discipline
  • 5+ years of experience managing end-to-end product delivery within a cross-functional environment (Technology, Operations, Compliance)
  • Experience owning and managing product backlogs, roadmaps, and prioritization frameworks in an Agile environment
  • Experience serving as Product Owner in PI planning and delivery execution processes
  • Bachelor's degree in Business, Technology, or a related field


Preferences:
  • Experience supporting financial services, wealth management, or advisor-facing platforms
  • Familiarity with advisor onboarding processes, office enablement, or infrastructure deployment models
  • Experience managing third-party vendor tools and integrations across evaluation, implementation, and lifecycle management
  • Exposure to SAFe or scaled Agile delivery frameworks
  • Experience defining standardized product offerings (e.g., hardware bundles, network solutions, or platform packages)


#LI-Hybrid

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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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