VP - Product Management - Client Relationship Management

Job Overview:

The Investor Experience organization is currently hiring a VP Product Manager to join a team responsible for managing a portfolio of advisor-facing products with a focus on Customer Relationship Management (CRM).

The ideal candidate will have knowledge of our competitive landscape, understand the needs of both, our advisors and LPL employees. As a product manager they will be engaged in discovery, roadmap definition and planning, development, continuous improvement, and ongoing lifecycle of our supported products. This role will be responsible for defining and driving the product roadmap as well as defining go to market strategies and be accountable for product adoption.

You must have experience in Product Management preferably in the digital and/or CRM field. The role will work collaboratively with many stakeholders – every product will have unique aspects and requires a candidate to be able to think analytically and anticipate the needs of our advisors and home office users. Collaboration with internal business, UI/UX, technology, compliance/supervision, legal, marketing, research, design, and business partners will be critical to ensure that these capabilities are delivered in a manner that delights the user, provides efficiency, maximizes our business objectives, and meets all regulatory requirements.

What are we looking for?

We seek strong leaders who can deliver a world-class user experience. If you thrive in a fast-paced environment, are user-focused, team-oriented, and can accelerate creativity and continuous improvement, we want you. Understanding our users' stories and advocating passionately on their behalf is crucial to making their technology experience better every day.

Responsibilities:

• Assist in developing/defining the overall product vision and strategy, ensuring alignment with company goals and market trends. 

• Developing and maintaining various altitudes of product roadmaps that outline key milestones, release dates, and strategic priorities, etc.

• Manage program backlog across development teams and build out portfolio epics and high level features.

• Partner with Infrastructure, Architecture, and Enterprise Data teams to co-author a technical roadmap that ensures the components needed to support our products are planned and accounted for.

• Partner with RTE/Program Management to streamline the development lifecycle for our product and technology teams by reducing their cost and time to deliver value.

• Define and enforce system-wide compliance of non-functional requirements related to performance, accessibility, and interoperability.

• Develop and monitor metrics to track the success of feature roll outs and their impact on our ability to deliver value, and adoption of our product capabilities.

• Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, leveraging critical thinking to increase the value proposition of assigned products and programs.

• Partner with a small team of Product Managers and/or Product Owners responsible for the capabilities within this product suite.

• Stay updated on market trends, emerging technologies, and best practices in product management and implement the latest learnings into our process and product.

Requirements:

• 7+ years of experience in product management roles building digital products or technology-enabled services.

• 5+ years of experience developing, cultivating, and leading strong, high-performing product teams in an agile environment.

• Willingness to travel up to 20% of the time for key conferences and events and/or advisor visits

Core Competencies:

• Ability to manage multiple priorities across a portfolio of products

• Ability to create and utilize presentations and storytelling to bring users along in the product journey

• Knowledge of CRM products and core capabilities

• Positive, flexible person with the ability to work in a changing environment, identify and manage priorities

• Must be able to take initiative and “make things happen” with timelines and deadlines