Product Manager, AVP

LPL Financial•Charlotte, CA

About The Position

We are seeking a strategic and execution-focused Product Manager to lead the vision, delivery, and operational excellence of our Agent Tools ecosystem , including Microsoft Dynamics , NICE Softphone , and related platforms. This role ensure alignment across stakeholders, driving cross-functional initiatives, and delivering seamless agent experiences.

Requirements

Bachelor’s degree in a related field
5 plus years of experience in product management, management consulting, program & project management
5 plus years of developing, cultivating, and leading strong, high-performing teams in an agile environment.

Nice To Haves

PMP, Agile/Scrum, or SAFe certification (preferred).
Experience working with call center software
Experience in the telephony and call center sector with a proven track record of deploying customer centric initiatives to drive improvement.
Experience interacting with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests.
Experience working in a cross-functional team and drive outcomes without having direct authority.
Experience Jira, Confluence, Smartsheet, or MS Project
Comfortable navigating ambiguity and driving clarity across teams.
Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
Consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges

Responsibilities

Collaborate with engineering, UX, and vendor teams to deliver high-impact features and enhancements.
Analyze product performance and user feedback to drive continuous improvement.
Advise senior leadership as a strategic partner to ensure alignment across initiatives.
Lead the planning, execution, and delivery of projects related to agent tools and operational enhancements.
Develop and maintain comprehensive project plans, schedules, and resource allocations.
Track progress, mitigate risks, and ensure timely delivery of milestones.
Facilitate cross-functional planning, communication, and decision-making processes.
Prepare executive-level updates, dashboards, and presentations to communicate project status and outcomes.
Identify and eliminate blockers across teams to accelerate delivery.
Support change management, training, and rollout activities for new features and tools.
Document processes and ensure compliance with governance standards.