VP, Product Management – Microsoft 365 Digital Workplace Experience

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly, our employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:

This role serves as the single point of accountability for the end‑to‑end Microsoft 365 (M365) digital workplace experience across all advisors, ensuring a consistent, secure, and productivity‑focused environment. The VP combines strategic product management with hands‑on product ownership, owning the full lifecycle of M365 capabilities from intake and prioritization through delivery, launch, and adoption. This role builds and leads a team of product managers and product owners and reports to the SVP, Product Management within the Advisor Engagement and Productivity organization.

Responsibilities:

• Define and drive the product vision for the advisor digital workplace across Microsoft 365 platforms including Outlook, Teams, SharePoint, OneDrive, and Office applications

• Establish and maintain a unified, scalable operating model supporting both W2 and 1099 advisor environments

• Own a single consolidated M365 backlog and roadmap aligned to advisor productivity outcomes and business value

• Serve as Product Owner for M365 initiatives within PI planning and execution, owning prioritization and scope decisions

• Partner with Technology, EPMO, Compliance, Risk, Operations, and Service teams to manage dependencies and delivery outcomes

• Lead advisor onboarding enablement including Day 1 readiness for email, collaboration, and file access

• Define standardized digital workplace offerings such as role‑based provisioning and packaged M365 solutions

• Own lifecycle management for third‑party tools integrated into the M365 ecosystem

• Establish governance and compliance standards across email, Teams, document management, and external collaboration

• Build, develop, and lead a team of product managers and product owners with clear accountability and performance expectations

What Are We Looking For?

We’re looking for a leader who is committed to pursue greatness, act with integrity, and is driven to help our clients succeed by delivering a seamless and productive advisor digital workplace. This role requires someone who can win together across highly matrixed partners while fostering a culture that helps teams create and share joy through clarity, ownership, and impact.

Requirements:

• 10+ years of experience in product management, digital workplace, or enterprise productivity platforms

• 5+ years of experience owning or managing Microsoft 365 capabilities

• 5+ years of experience leading product managers or product owners as a people leader

• Experience owning an end‑to‑end product lifecycle including intake, prioritization, roadmap management, delivery, and adoption

• Experience partnering with Technology, Compliance, and Risk teams in a regulated enterprise environment

#LI-Hybrid

 

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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and inst