AVP, Product Management - LPL Capital Partners

LPL Financial•Charlotte, NC

10d

About The Position

LPL Financial is seeking a strategic, innovative, and results-oriented leader to join the Capital Partners Team as an Assistant Vice President (AVP), Product Management. This role will be responsible for overseeing the product strategy, development, enhancement, and ongoing management of the Capital Partners suite of advisor solutions. Capital Partners plays a critical role in LPL's organic and inorganic growth strategy by helping advisors address some of the most important financial and business decisions of their careers. The team delivers a broad range of solutions including Partial & Full Book Sales, Brokerage Services, Liquidity & Succession (L&S), Partial Liquidity Solutions, Minority Stake Investments, Revenue Purchase Programs, Asset Referral Programs , and the development of future advisor-focused offerings. As AVP, Product Management , you will establish and execute the strategic vision for the Capital Partners product portfolio, working closely with sales, operations, marketing, legal, compliance, technology, and executive leadership teams. You will be responsible for ensuring current solutions continue to evolve and scale while identifying new opportunities that enhance advisor outcomes and accelerate business growth. This role is ideal for a candidate who combines strategic thinking with execution excellence and enjoys bringing innovative solutions to market. In this role, you will help drive LPL's growth by: Developing and executing a comprehensive product strategy across the Capital Partners platform Identifying and launching new solutions that address advisor lifecycle and succession planning needs Enhancing advisor experiences through continuous product innovation and process improvement This position is ideal for someone who is highly collaborative, entrepreneurial, data-driven, and passionate about delivering meaningful business outcomes.

Requirements

5+ years of experience in product strategy, consulting, corporate strategy, sales enablement, and/or business development.
Bachelor's degree in Business, Finance, Economics, Marketing, or related discipline; advanced degree preferred
5+ years' experience developing, managing, and scaling business products or advisor-facing solutions
5+ years' experience leveraging data and advisor insights to drive decision-making and product improvements
Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
Knowledge of financial services, wealth management, advisor business models, succession planning, M&A, or practice management
Ability to articulate LPL's business model, advisor lifecycle needs, and Capital Partners value proposition
Entrepreneurial mindset with a track record of identifying opportunities and driving results
Ability to lead cross-functional initiatives and influence stakeholders across all levels
Strong strategic thinking, analytical, and problem-solving skills
Experience building business cases, product roadmaps, and prioritization frameworks
Strong project management and organizational capabilities
Excellent communication, presentation, and stakeholder management skills

Nice To Haves

Familiarity with Salesforce, product management tools, and business analytics platforms
Experience launching products from concept through commercialization
Experience leading enterprise-wide strategic initiatives with measurable business impact

Responsibilities

Develop and execute the long-term product vision and roadmap for the Capital Partners suite of solutions
Own the lifecycle management of existing products, ensuring continued relevance, scalability, and advisor adoption
Identify market opportunities, advisor needs, and industry trends to inform future product development initiatives
Partner with sales, relationship management, operations, legal, compliance, technology, and marketing teams to deliver product enhancements and new offerings
Define product requirements, business cases, success metrics, and implementation plans for strategic initiatives
Monitor key business metrics and advisor feedback to evaluate product performance and identify improvement opportunities
Lead cross-functional teams through product launches, enhancements, and major strategic initiatives
Deliver executive-level reporting and recommendations regarding product strategy, performance, and investment priorities
Establish processes and governance frameworks to support product management best practices across Capital Partners
Serve as a subject matter expert across Capital Partners products, advisor succession planning strategies, and M&A-related solutions
Drive innovation through the creation, evaluation, and launch of new products and services that support advisor growth, transition, liquidity, and succession objectives
Collaborate with internal stakeholders and external partners to strengthen LPL's position as a market leader in advisor lifecycle solutions