VP, Product Management

Job Overview :

LPL Financial is seeking a Vice President, within LPL's Product Management, 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 decisions in our Advisory Investment Management platforms, focusing on advisor experience, operational efficiency, model management, money manager integration, trading platforms, and related technology and vendor solutions.

To be successful in this role, the candidate should have strong understanding of complexities in how financial professionals run their practice with focus on advisory business, centralized portfolio management teams operations, UMA account structures and interactions between parties involved in account management, detailed understanding model and portfolio construction, and investment management administration. Having a consulting mindset and good understanding of the financial services and the regulatory environment we operate, as well as Agile software development and management is critical. The candidate needs to lead interactions with customers, business leads, cross-functional teams internally and external business partners to drive key outcomes in support of our strategy.

Responsibilities :

• Work closely with business, internal operations, vendors, and technical partners to align goals and priorities, providing vision for PI events and backlog management, and delivering on project commitments.
• Assist in the management of strategic initiatives through the establishment and ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program and product execution.
• 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.
• Drive decision-making for the business and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution.
• Develop roadmaps, plans and metrics that communicate progress, risks, issues and approach to execution that support continuous learning and improve outcomes. Sets a high bar for results through repeatable, scalable processes.
• Create best-in-class reports and prepare presentations related to LPL's strategic plays and growth. initiatives that are SVP , C-Suite, and Board ready.

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 :

Core Competencies :

What does your success look like in the first 90 days?

Pay Range :

145,200-$242,000 / year

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!

Company Overview :

LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial : Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews :

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.

EAC1.22.25

Salary : $145,200 - $242,000