AVP, Product Owner

LPL Financial•Charlotte, NC

16h•$106,088 - $176,813

About The Position

LPL Financial is seeking a strategic and execution-focused Product Owner to lead the development and optimization of our Voice Technology . 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. This role is critical to enhancing the service experience for advisors and internal teams by streamlining workflows, improving visibility, and driving operational efficiency.

Requirements

Bachelor's degree or higher
3-5 years of product manager experience or relevant business work experience, ideally scaled agile.
3 plus working with voice technology product/platforms

Nice To Haves

SME with NICE software
Strong understanding of case management systems (e.g., MSFT Dynamics, Salesforce Service Cloud, Zendesk).
Experience designing or managing SPoG or unified service dashboards.
Proven ability to work cross-functionally in a fast-paced, regulated environment.
Excellent communication, stakeholder management, and analytical skills.
Familiarity with agile methodologies and product lifecycle management.
Strong analytical skills and data-driven decision maker
Strategic thinking to prioritize initiatives that deliver maximum value.
Strong sense of personal accountability for work
Highly organized and thrives on documenting details and managing follow-thru
Expertly leverages tools like Jira and Confluence to manage all deliverables
Curious learner who develops hands-on expertise in their products and related processes
Strong technical aptitude
Demonstrates bias for action and takes initiative to advance opportunities or solve problems
Excels leading large cross-functional teams to achieve a common objective
Excels at solving complex problems with relevant subject matter experts
Experience with operational teams, processes and tools needed to ensure they are prepared to support advisors as new features are delivered

Responsibilities

Collaborate with key stakeholders to define and prioritize features.
Analyze user journeys and pain points to drive automation and reduce manual touchpoints.
Evaluate third-party tools and platforms to enhance or replace existing systems where appropriate.
Use analytics and feedback to inform product decisions, track adoption, and continuously improve the user experience.
Support training, documentation, and communication efforts to ensure smooth adoption of new features and processes.
Ensure all product features meet regulatory, security, and data privacy standards.
Act as the advocate for advisors and service teams, ensuring their needs are reflected in product decisions.
Stay informed on industry trends and emerging technologies to continuously evolve the service experience.