Vice President, IFS Product Manager

Elevate Your Career: Lead Innovation as a Product Manager with Our Investor Focused Solutions Team!

Are you ready to be at the forefront of transforming the financial services industry? Join us as a Product Manager within our Business Strategy & Growth organization, where you will play a pivotal role in modernizing platforms that enhance the efficiency and effectiveness of financial advisors and operations specialists. This is not just a job—it's a career-defining opportunity to bridge vision and execution, drive innovation, and shape the future of investment strategies through a high-impact, team-based, virtual call center model. Dive into a role where your strategic decisions will directly influence the success and growth of our business and lead a team towards achieving groundbreaking results. If you're a visionary leader with a passion for technology and finance, ready to make a significant impact, we want you on our team!

Job Overview:

Part of our Business Strategy & Growth organization, the Investor Focused Solutions (IFS) team plays a central role in serving end-investors directly through a team-based, virtual call center model. This product manager role will serve as a critical leader to enhance the platform modernization efforts for advisors and operations specialists to improve efficiency and business effectiveness. In this role, you will be the bridge between vision and execution, defining the roadmap, and a thought leader based on user research and business needs. You’ll work closely with business stakeholders, technical product owners, design, and engineering, but anchor in user needs and workflow

What you will do:

• Design and be accountable for platform wide product delivery across multiple teams through both digital product and product as a service.
• Determine business needs and desires through interviews, market research, competitive research and insights from our team to support the technology needs of IFS to support the end-investor and LPL Financial Advisors
• Take an innovative and agile approach to enhancing existing products or building new products by partnering with vendors and LPL technology including defining wireframes, functional specifications and user stories
• Define and continually refine key attributes of existing and new offerings including the business case, economics, and operational model
• Define mid- and longer-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.
• Oversee, allocate and accountable for the management of technology budget, ensuring alignment with strategic objectives and optimizing resource utilization.
• Develop metrics to assess the success of products and features and determine necessary enhancements
• Help drive thought leadership and platform strategy through presentations and creating a vision for how product contributes to growth of the business unit and LPL.
• Manage existing team of product managers and helping them succeed in driving desired business outcomes.
  
  
  

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

• Understand the business strategy and product vision clearly enough that you can pitch it and identify the key problems you’re focused on solving over the next 3 and 6 months
• Become a subject matter expert on your users’ needs with respect to platform modernization and continuity of the client relationship
• Take ownership of a roadmap and work closely with your design, technical PMs, and development leads to shape it
• Assess our existing product portfolio and begin to structure backlog
• Set a vision for your product portfolio and lay the foundation to execute against
  
  
  

Skills, experiences, and education required:

• 7+ years of experience building digital products or technology-enabled services
• 7+ years of experience within wealth management, preferably with remote advice delivery
• Previous experience working with technical product teams to develop product strategies or leading the creation of new product as a service initiative.
• Previous experience overseeing and managing technology budget and portfolio
• 7+ years of professional technology or business experience within product management, product design, or project management roles.
• Major bonus points for: experience with IVR, call routing, and Salesforce Lightning
• Preferred but not required: prior experience in finance services, SAFE (Scaled Agile for Enterprise), or CPM (Certified Project Manager) credential
  
  
  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Pay Range:

$132,000.00 - $220,000.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.