Top Tech Jobs & Startup Jobs in Charlotte, NC

Lead execution of advisor-affiliation strategic initiatives: develop project plans, manage cross-functional stakeholders, track performance and risks, implement change management, and report results to senior leadership while creating frameworks and continuous improvement.

Lead advisor transitions to LPL by consulting on business structure, creating transition strategies, delivering in-depth training on LPL technology, supporting repapering and account setup, tracking openings/funding, troubleshooting issues, and coordinating cross-functional teams to ensure a seamless move from prior broker-dealers.

Lead and develop a team of Supervisory Principals overseeing advisor supervision and centralized product reviews. Manage talent, service levels, escalations, risk-based reporting, regulatory interpretation, process improvements, and cross-functional collaboration. Drive special projects, advise on regulatory requirements, identify policy/control gaps, and report corrective actions to management.

Lead enterprise M&A data architecture and integration: perform technology due diligence, define target-state and integration roadmaps, drive cloud modernization, application/platform rationalization, data harmonization, governance, and large-scale program delivery to realize value from mergers and acquisitions.

Lead data product governance and delivery: translate business requirements into data solutions, author and operationalize data quality rules, build profiling/alerting and lineage, maintain data dictionaries and metadata, validate and certify sources, partner with engineering, risk, and operations to remediate issues and govern enterprise data products.

Build and maintain dashboards, KPI frameworks, and reports for Financial Planning. Analyze data to identify trends, risks, and opportunities. Ensure data accuracy, respond to ad hoc requests, document methodologies, and partner with stakeholders to deliver actionable insights that inform leadership decisions and improve reporting processes.

Lead end-to-end product management for W2 and Affiliate advisor experiences: own intake, prioritization, roadmap, backlog, PI planning, requirements, and delivery. Drive third-party tool lifecycle, standardized hardware and network solutions, integrations, launch readiness, adoption tracking, and cross-functional alignment with Technology, EPMO, Operations, Compliance, and Field leadership.

The VP, Product Manager at LPL Financial leads product strategy, manages cross-functional teams, and ensures alignment with business objectives within the financial services domain.

Lead product marketing for the Capital Partners portfolio: define positioning and value propositions, build integrated campaigns, enable sales with messaging and tools, manage advisor segmentation and journeys, measure and optimize campaign KPIs, maintain roadmaps and collaborate cross-functionally to drive adoption and business growth.

Develop and manage scalable client-facing digital learning assets and events for the Client Readiness Program. Design e-learning, microlearning, and video content; partner with SMEs; maintain content governance; run webinars and community events; measure outcomes and iterate using analytics and AI-enhanced tools.