AVP, Wealth Advisors Group Product Manager

LPL Financial•Fort Mill, SC

1d•$109,283 - $182,104

About The Position

LPL Financial is seeking an AVP Product Management to join a start-up-minded team driving critical initiatives within the organization. This role offers the opportunity to modernize a platform, deliver creative solutions for financial advisors, and lead new business strategies. The Wealth Advisors Group (WealthAG) plays a central role in serving investors through a team-based, centralized home-office model, helping investors achieve their financial goals and enabling other advisors and institutions to execute on their opportunities. As the AVP Product Management, you will be responsible for identifying opportunities to serve LPL advisors, institutions, and their clients, enhancing existing initiatives, identifying new verticals, defining product development and technology roadmaps, and leading platform modernization efforts to enable future growth. The ideal candidate is a strong collaborator who thrives in a fast-paced, client-focused, and team-oriented environment, with a passion for creativity and continuous improvement.

Requirements

5+ years of experience in wealth management, with awareness of industry dynamics and best practices
3+ years of experience building products or technology-enabled services, product management, project management and/or product design
Highly organized, strong analytical ability, able to identify trends, opportunities, and measure success.
Skilled communicator with the ability to effectively communicate vision, influence decisions, and create and deliver presentations that summarize complex initiatives for senior leaders across lines of business.
Must be flexible and willing to take on new business challenges, including investor onboarding strategies resulting from M&A and other growth sources as needed.
A highly strategic thinker with the ability to assess complex problems, prioritize key issues, focus on relevant facts, and maintain a strong execution focus.

Nice To Haves

FINRA licensed with SIE and Series 7
Experience with product as a service and various wealth management models and investment account types including ERISA-qualified plans
Experience with Salesforce, including an understanding of its capabilities and integration points.
SAFe (Scaled Agile Framework), CPM (Certified Project Manager) credential, or Six Sigma certification, such as Black Belt or Green Belt

Responsibilities

Act as a product leader, collaborating across WealthAG, Sales, Corporate Development, Legal, Operations, Technology, Architecture, Cybersecurity, and other key stakeholders.
Identify business needs and shape strategic priorities through stakeholder interviews, market research, competitive analysis, addressable market analysis, risk considerations, and voice-of-the-client insights.
Partner with the Product Owner to evolve a proprietary LPL tech platform that delivers client segmentation, business valuation, and advisor transition opportunities.
Own advisor adoption, engagement, and business outcomes for key platform capabilities.
Drive product strategies that increase advisor adoption by streamlining workflows and enhancing integration and visibility across LPL platforms.
Apply an innovative, agile approach to enhancing existing products and developing new solutions by partnering with vendors and internal stakeholders.
Identify opportunities for process improvement, automation, and AI-driven efficiencies to enhance the advisor experience.
Define and refine product offerings, including business cases, economic models, and operational frameworks.
Develop and manage product strategy, roadmaps, delivery priorities, features, and delivery plans aligned to business objectives, user needs, risk considerations, and measurable outcomes.
Lead strategic initiatives from concept through execution to drive business growth and service diversification to unlock new potential and sources of business.
Establish success metrics for products, features, and initiatives, and drive continuous improvement based on results.
Monitor product adoption, delivery outcomes, stakeholder feedback, and success metrics to identify improvement opportunities and inform roadmap tradeoffs.
Communicate business trends, priorities, and progress to stakeholders and leadership.
Maintain business playbooks and enablement materials to support partner effectiveness.
Drive accountability for execution through clear milestones, ownership, risk management, and leadership reporting.