LPL Financial

VP, Product Manager

LPL Financial$135K — $226K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years in product management or related fields, ideally in financial services or fintech
  • 12+ years leading high-performing teams in an Agile environment
  • 5+ years as a Product Owner or Manager using Agile/Scrum
  • Strong ability to thrive in fast-paced, changing environments
  • Experience working effectively with offshore teams

Responsibilities

  • Meet with stakeholders to grasp the strategic product vision
  • Collaborate on defining product features and user stories
  • Prioritize the Product Backlog for effective delivery
  • Facilitate communication between Scrum Teams and business units
  • Drive cross-functional collaboration throughout the development lifecycle
  • Manage stakeholder expectations regarding product performance
  • Contribute to the successful execution of digital transformation initiatives

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
  • Comprehensive rewards designed for personal and professional success
Full Job Description
Job Overview:

LPL Financial is seeking a VP, Product Manager within LPL's Advisor Experience, one of the most visible departments in our organization. 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 decision, while contributing to the organization's ongoing Digital Transformation.

Key for this role is strong experience with financial industry, custody and non-custody business, data feeds and APIs along with knowledge of investment and retirement products and industry trends. Additionally, the candidate should have the ability to coordinate and influence in a highly cross-functional environment. A strong understanding of the complexities of financial services and the regulatory environment in which we operate as well as Agile management is critical. The incumbent needs to lead interactions with customers, internal teams, and external business partners to drive key outcomes in support of our strategy.

The VP, Product Manager helps bring purpose to the cross functional and multiple Product Teams and is charged with maximizing the value of the team's work. The Product Manager maintains, prioritizes and drives the execution of the Product Backlog and works closely with Stakeholders, Customers, and the Business to cultivate and nurture a community around the product. The Product Manager is a liaison between the cross functional product teams, Scrum Teams and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product Manager provides "who, what, and why" so that the Scrum Teams can answer "how."

The Product Manager will coordinate across business and technology to help stand up the product roadmap, create, prioritize and refine stories in the product backlog, and help drive the implementation of the client solutions. The Product Owner will be expected to contribute to key on-the-spot decisions regarding scope and requirements.

Responsibilities:
  • Meet with Stakeholders to understand the strategic vision for the Product
  • Collaborate with the Product Manager to define Features
  • Break Features down to User Stories and prioritize the Product Backlog
  • Be a conduit between the Scrum Team and the Business to eliminate interruption
  • Drive collaboration and coordination across business and technology throughout the development process
  • Communicate with stakeholders, end users, business and IT and manage partner their expectations
  • Bring business expertise that prioritizes and accepts the work developed by team(s)
  • Assist the Scrum Team with creating Acceptance Criteria and defining the team's "Definition of Ready" and 'Definition of Done"
  • Be available to the Scrum Team to answer questions about the Product by attending Scrum Ceremonies
  • Review User Stories to ensure all defined Acceptance Criteria has been met
  • Showcase the Scrum Team's accomplishments and receive feedback at Demo & Review
  • Represent the Scrum Team at SoS and keep a pulse on the direction of the Program
  • Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success
  • Contribute to the efforts of the Digital Transformation and Product Management team by executing strategies that help CLR evolve into an industry leading organization, delivering enviable digital functionality and customer experiences.
  • Contribute to the governance and production of the department's executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives
  • Establish effective working relationships with all stakeholders and ensure effective portfolio communications
  • Ensure effective reporting of all products to enable stakeholders, sponsors and management to make appropriate decisions
  • Formulate, organize and monitor inter-connected products and initiatives


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:
  • Minimum of 15 years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
  • Minimum of 12 years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
  • Minimum of 5 years as a Product Owner and/or Manager working with Agile/Scrum
  • Ability to work well in a fast-paced, changing environment
  • Ability to work with offshore teams


Core Competencies:

  • Product Strategy - Defines product vision, roadmap, and priorities aligned to business goals.
  • Agile/Scrum Execution - Leads backlog management and guides teams to deliver high-value solutions.
  • Financial Services Expertise - Applies deep knowledge of investment products, APIs, and regulatory environments.
  • Cross-Functional Leadership - Aligns business and technology teams to drive execution and outcomes.
  • Stakeholder Management - Communicates effectively and manages expectations across all levels.
  • Data-Driven Decision Making - Uses metrics and insights to inform product and business decisions.
  • Client Focus - Prioritizes solutions that enhance advisor and client experience.


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

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**

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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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