AVP, Product Management - Trading

LPL Financial•Charlotte, CA

About The Position

LPL Financial is seeking an AVP, Product Owner in trading within LPL's Product Management, one of the most visible departments in our organization. As a trusted business partner you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions in our trading and vendor integrated platforms, focusing on advisor experience, operational efficiency, trade routing and order management, and related technology and vendor solutions. To be successful in this role, the candidate should have a strong understanding of complexities in how financial professionals and wealth managers run their businesses with emphasis on the lifecycle of the trading function here at LPL and how that is essential to the ongoing management of the end client relationship. Having a consultative mindset and an exceptional understanding of financial services and the regulatory environment we operate, as well as Agile software development and management is critical. The candidate needs to lead interactions with clients, business leads, cross-functional teams internally, and external business partners and vendors to drive key outcomes in support of our long-term strategy. The AVP, Product Owner of trading helps bring purpose to the Scrum Team and is charged with maximizing the value of the team’s work. The Product Owner maintains the Product Backlog and works closely with Stakeholders, Clients, and the Business to cultivate and nurture a community around the product. The Product Owner is a liaison between the Scrum Team and Stakeholders, and ensures the team builds the right product solutions at the right time. The Product Owner provides “who, what, and why” so that the Scrum Team can answer “how.”

Requirements

5+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
3+ years participating, developing, cultivating, and/or leading strong, high-performing teams in an agile environment
The ability to work in a fast-paced and ever-changing environment within a cross-functional team and drive outcomes.
Deep understanding of the trading lifecycle and order management within the clearing and introducing broker dealer landscape.
Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as one of the recognized subject matter experts on the team.
Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases.
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
Actively anticipates, identifies, and manages risks within position scope and at the company.

Nice To Haves

Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred

Responsibilities

Meet with Stakeholders to understand the strategic vision for the Product
Collaborate with the Product Manager to define Features
Break Features down to User Stories and prioritize the Product Backlog
Be a conduit between the Scrum Team and the Business to eliminate interruption
Drive collaboration and coordination across business and technology throughout the development process
Communicate with stakeholders, end users, business and IT and manage partner their expectations
Bring business expertise that prioritizes and accepts the work developed by team(s)
Assist the Scrum Team with creating Acceptance Criteria and defining the team’s “Definition of Ready” and ‘Definition of Done”
Be available to the Scrum Team to answer questions about the Product by attending Scrum Ceremonies
Review User Stories to ensure all defined Acceptance Criteria has been met
Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review
Represent the Scrum Team at SoS and keep a pulse on the direction of the Program
Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success
Contribute to the efforts of the Trading Product Management team by executing strategies that help LPL evolve into an industry leading trading organization, delivering best in class trading functionality and advisor experiences.
Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives
Establish effective working relationships with all stakeholders and ensure effective portfolio communications
Ensure effective reporting of all products to enable stakeholders, sponsors and management to make appropriate decisions
Formulate, organize and monitor inter-connected products and initiatives