AVP, Product Owner

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

We are hiring Product Owner within our Client Communications team at LPL. Product Owner will support a distinct product that plays a vital role in how we communicate with clients and investors:

• Client Reporting Tool: LPL’s in-house, custom-built reporting platform designed to deliver engaging, tailored reports that meet the evolving needs of our advisors and their clients. This role will focus on enhancing the reporting experience, ensuring accuracy, personalization, and regulatory compliance.

• Client Letters: A platform and process for generating and delivering client communications in the form of letters—via e-delivery or mail—primarily to meet regulatory requirements. This role will focus on optimizing the letter creation and distribution workflow, ensuring compliance, operational efficiency, and a great client experience.

Product Owner will work closely with cross-functional teams to deliver high-impact solutions that improve the client experience and meet business objectives.

Responsibilities:

• Own and manage the product backlog, ensuring alignment with business goals and client needs.

• Collaborate with engineering, design, compliance, operations, and other stakeholders to deliver high-quality product enhancements.

• Translate business requirements into clear user stories and acceptance criteria.

• Prioritize features and enhancements based on client impact, regulatory requirements, and technical feasibility.

• Serve as the voice of the financial advisor/client, ensuring the communication experience is intuitive, accurate, and compliant.

• Define and track KPIs to measure product performance, client satisfaction, and operational efficiency.

• Stay informed on industry trends, regulatory changes, and best practices in client communications and reporting.

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:

• 5+ years of experience in product management, product ownership, or project management.

• Experience in the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm preferred.

• Familiarity with client/end-investor reporting, accounting systems, or official monthly statements is a significant plus.

• Proven ability to manage complex products with multiple stakeholders and dependencies.

• Strong analytical, communication, and organizational skills required.

• Experience with Agile methodologies and tools such as Jira.

Preferences:

• Understanding of SEC/FINRA regulations related to client communications.

• Experience working with data visualization or reporting platforms (for Client Reporting).

• Experience with document generation, distribution systems, or print/mail workflows (for Client Letters).

• Background in user experience design or client journey mapping.

• Experience in leveraging AI to improve outcomes and increase efficiency.

 

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 princi