VP Product Management

Job Overview: ClientWorks is our all-encompassing advisor workstation, continually refined to help financial advisors manage their business efficiently. It centralizes access to all client account types, data, and business processes, including account opening, client management, trading, and money movement.

As part of the ClientWorks Platform team, your mission will be to ensure our users have an intuitive and user-friendly workstation, giving them more time to engage with clients. As a Product Manager, you will optimize the performance and navigability of ClientWorks, delivering platform capabilities that enhance value for our product development teams.

 

Responsibilities:

• Conduct in-depth research and analysis to define the long-term platform development roadmap, key features, and manage development cycles with clear schedules, deliverables, metrics, and milestones.
• Collaborate with the Product Experience (PX) team to establish and enforce a cohesive user experience framework for desktop, tablet, and mobile.
• Partner with Infrastructure, Architecture, and Enterprise Data teams to co-author a technical roadmap that ensures ClientWorks is fast and always available.
• Streamline the development lifecycle for ClientWorks product and technology teams by reducing their cost and time to deliver value.
• Define and enforce system-wide compliance of non-functional requirements related to performance, accessibility, and interoperability.
• Develop and monitor metrics to track the success of platform improvements and their impact on our ability to deliver value.
• Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, leveraging critical thinking to increase the value proposition of assigned products and programs.
• Manage a small team of Product Managers and/or Product Owners responsible for the capabilities within this product suite.
• Stay updated on market trends, emerging technologies, and best practices in product management and implement the latest learnings into our process and product.

 

What We’re Looking For:

We seek strong leaders who can deliver a world-class user experience. If you thrive in a fast-paced environment, are user-focused, team-oriented, and can accelerate creativity and continuous improvement, we want you. Understanding our users' stories and advocating passionately on their behalf is crucial to making their technology experience better every day.

 

Requirements:

• 7+ years of experience in product management roles building digital products or technology-enabled services.
• 3+ years of experience developing, cultivating, and leading strong, high-performing product teams in an agile environment.

 

Core Competencies:

• Demonstrated business acumen with the ability to interact with partners, including developing, presenting, and gaining approval on business cases and funding requests.
• Ability to work cross-functionally and drive outcomes, even without direct authority.
• Strong analytical skills with the ability to evaluate business opportunities and results against established objectives.
• Expert communication skills, both written and oral, with the ability to present materials to senior and C-suite leaders.
• Familiarity with responsive design and mobile frameworks (web, iOS, and Android).

 

Preferences:

• Agile and/or SAFe trainings and certifications.
• Knowledge of UI/UX fundamental principles.

 

 

 

Pay Range:

$145,200-$242,000/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 investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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