AVP, Investment Products

LPL Financial • Charlotte, NC

6d

About The Position

The Assistant Vice President, Structured Investments will support the development, management, and oversight of LPL Financial’s structured investment business. The role helps drive product strategy, conduct competitive and market analysis, coordinate cross-functional initiatives, and support investment product lifecycle management. The AVP will serve as a subject matter expert on structured investment products and support internal stakeholders and distribution teams.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 5–8+ years of experience in structured investment products, asset management, investment research, or related financial services roles.
• Strong knowledge of structured investments, ETFs, and capital markets.
• Excellent analytical, communication, and project management skills.

Responsibilities

• Support the development of new products and enhancements to existing structured investment solutions.
• Conduct market, competitive, and product analyses to identify opportunities and risks.
• Lead and coordinate product-related initiatives across investments, distribution, operations, legal, compliance, and technology teams.
• Monitor product performance, asset flows, and industry trends.
• Prepare presentations, business cases, and recommendations for leadership and governance committees.
• Serve as a subject matter expert for structured investment products and support internal stakeholders and distribution teams.

Benefits

• 401(k) matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior