AVP, Product Management

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!  

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 22,000 financial advisors, 1,100 institution-based investment programs and 500 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.

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:

As an AVP, Product Management in the ClientWorks Platform domain, you'll:

• Determine advisor needs and desires through interviews, market research, competitive research and insights from our stakeholders to support the technology needs of our users.

• Define mid- and long-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.

• Develop metrics to assess the success of products and features and determine necessary enhancements.

• Support the implementation of new offerings through requirements gathering, requirements writing, testing, and participation in and evaluation of prototypes and pilots.

• Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team.

• Demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of concise oral and written communication.

• Sourcing latest technologies and maintain professional and technical knowledge by attending conferences; establishing personal networks; and participating in professional societies.

• Working closely with a cross-functional team to develop feature set priorities to execute and achieve the overall strategic product vision.

• Identifying requirements and writing user stories.

• Providing research, analysis, project management, and UAT testing support on a variety of strategic initiatives.

• Completing ad hoc assignments that assist in development and implementation of strategies and new processes.

• Synthesizing internal and industry data into themes and patterns to provide insights and data-driven recommendations.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 5+ years of experience in product management or technical product ownership, with emphasis on platform products or infrastructure services.

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