VPII, M&A Product Transformation Manager

LPL Financial Holdings, Inc. • $167K — $278K *
New York, NY 10025In-Person
Finance & Insurance
8 - 10 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • 10+ years of experience in the financial services industry driving large-scale transformational initiatives
  • Excellent communication skills for partnering with all levels of the organization
  • Ability to lead cross-functional teams without direct authority
  • Commitment to enhancing client experiences
  • Strong understanding of Agile processes and tools

Responsibilities

  • Lead the M&A product team
  • Oversee delivery of capability builds and integration readiness
  • Collaborate with domain Product and Tech leads
  • Document and prioritize end-to-end requirements
  • Track deal roadmap for on-time and on-budget execution
  • Understand and document dependencies
  • Manage financials for deals
  • Resolve complex issues with a client-first approach
  • Manage multiple client relationships
  • Develop playbooks and standardize integration processes

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:
LPL is looking for a VPII, M&A Product Manager to drive the success of our large M&A deals and partnerships.

Responsibilities:
  • Lead the M&A product team
  • Oversee and drive the delivery of capability builds and integration readiness for large M&A deals and partnerships
  • Partner closely with domain Product and Tech leads to ensure effective delivery
  • Ensure end-to-end requirements are clearly documented and prioritized
  • Maintain visibility and tracking of deal roadmap to an on-time and on-budget execution - oversee successful execution
  • Ensure upstream & downstream dependencies are understood and documented
  • Manage financials for the deal
  • Triage and resolve complex issues with a client-first mindset
  • Manage multiple client relationships
  • Build playbooks, standardize integration processes, and implement process improvements

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:
  • 10+ years of experience in the financial services industry, driving large-scale transformational initiatives with program management disciplines
  • Excellent communication skills, with the ability to partner effectively with various levels within the organization and influence key decision makers
  • The ability to lead across a cross-functional team and drive outcomes without having direct authority
  • Desire to drive a world-class experience for our clients and partners
  • Strong understanding of Agile processes and tools

Preferences:
  • The ability to turn data into insights, actions, and decisions
  • Exception problem-solving and critical thinking skills


Pay Range:

$167,066.00 - $278,512.00
 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.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights through the LPL Financial Holdings, Inc. careers blog. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at LPL Financial Holdings, Inc.

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Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
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Finance & Insurance
* Ladders Estimates

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