AVP, Investment Products - ETF's & Capital Markets Strategy

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Investment Products team within LPL’s Investment Management Solutions (IMS) group is responsible for delivering a highly competitive set of investment solutions across LPL’s brokerage and advisory platforms. This includes the platform and product offering, advisor/client access to solutions, and promotional activities.  The team’s goal from an investment product management perspective is to enhance our advisors’ and their clients’ experience and ability to grow and to enhance our firm’s economic and risk profiles. 

The position requires a candidate with deep investment product experience, specifically with ETFs and capital markets.  The ability to lead in partnership with other teams within IMS and across the organization is also critical to the role.  Experience with investments and the ability to operate independently to advance projects and handle advisor escalations are baseline skills required of the role.  Lastly, deep industry connectivity is expected in order to stay on top of industry trends and be an active voice across the space. 

Responsibilities:

This role will be responsible for evolving, managing and marketing ETF and capital market products, focusing on market research, financial analysis, developing client-facing materials, and providing strategic insights to drive revenue growth and capital raising. This leader will drive continual platform enhancements to offer a robust fund menu across ETFs and capital market business lines and set the prioritization of our product pipeline in support of demand coming from our growing acquisitions. The role will also be responsible for other cross-functional collaboration with LPL’s Research, Legal, Compliance, Operations, Marketing/Communication, Technology and sales/business development teams to collectively create great client outcomes. 

Platform Evolution and Strategy

• Analyze market trends, investor demand, and competitive dynamics to define differentiated investment themes and shape compelling product narratives.

• Explore new investment structures and opportunities to drive strategic product expansion.

• Set the strategic direction for product sourcing and pipeline, manage product intake and prioritization, identify and close platform gaps, and ensure the platform evolves to meet emerging areas of advisor and investor demand.

• Leverage asset flows, fund and industry trends and firm- and industry-level product usage insights to advise on strategic platform positioning.

• Engage with asset managers to curate and maintain a best-in-class product shelf aligned with the firm’s broader objectives.

Product Education and Marketing

• Engage with advisors to explain product design, features, performance drivers, limitations and suitability.

• Create/publish educational white papers, pitch decks, fact sheets, and other marketing materials and execute marketing campaigns and roadshows to increase engagement and adoption.

• Support new product launches by developing clear, effective talking points for inbound and outbound dialogue with partners and advisors.

• Prepare executive-level, data-driven and well-structured presentations that effectively convey ideas, trade-offs and outcomes to senior leadership. Must also be able to distill complex topics into clear recommendations for senior management decision making.

Advisor / Client Enablement

• Be a point of escalation for removing frictions in workflows and resolving complex problems in selling or servicing products.

Leadership

• Be an agent of change to influence – at both the industry and firm level – how we support new product innovation to investment offerings.

• Provide project leadership on a variety of firm roadmap initiatives. 

What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor's degree

• A minimum of 7 years of related experience i