AVP, Product Management - ClientWorks Platform

Job Overview:

ClientWorks is our comprehensive advisor workstation designed — and continually refined — to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more.

Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they have more time to engage with their clients and prospects. We look to deliver on this responsibility by:

• Simplifying the way in which our users access and manage their clients' information and making it easy to navigate to tools that allow them to take action on that data

• Being a force multiplier for other product areas by providing them with a foundation of common core capabilities that simplify their development process and help them align with our system standards and design principles

Responsibilities:

• Be the subject matter expert on our users and their needs by conducting customer interviews, reviewing product analytics, hosting user feedback sessions, and aggregating insight from internal partners

• Define the near- and medium-term product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones

• Develop and monitor metrics to track the success of products and features and inform future iterations

• Work with a diverse group of cross-functional teams to ensure creative and continuous improvements

What We’re Looking For

We want strong collaborators who can deliver a world-class user experience. We are looking for people who thrive in a fast-paced environment, are user-focused, team-oriented, and able to execute in a way that accelerates creativity and continuous improvement. It's important that you can understand the story of our users and their clients and use that knowledge to advocate passionately on their behalf to make their technology experience better on a day-by-day basis.

Requirements: 

• 8-10 years of experience in product management roles building digital products or technology-enabled services

Core Competes:

• Demonstrated business acumen and the ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap

• Ability to work on a cross-functional team and drive outcomes, in some cases without having direct authority

• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives

• Ability to operate at both strategic and tactical levels to drive both intent and execution

• Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team

Preferences: 

• Experience in a client-facing role and/or within financial services or consulting, preferably within a broker-dealer, RIA, investment or financial services firm

• Experience working in or building a startup (whether or not successful)

• Business analysis / data science chops; comfortable with Python or R

• Agile and/or SAFe trainings and certifications

• Knowledge of UI/UX fundamental principles

 

Pay Range:

$116,600-$194,400/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 invest