AVP, Product Owner

LPL Financial • San Diego, CA

3d

About The Position

We are seeking a highly motivated Product Manager with experience in investment services or banking to help lead and evolve our advisor- and client-facing reporting platforms. This role sits at the intersection of business, technology, and client experience, with a strong focus on statement production, performance reporting, and data-driven communication. As the voice of the customer and business, you will own product strategy and execution for key reporting capabilities. You will partner closely with engineering, operations, marketing, and stakeholders across LPL to deliver enhancements and new solutions that improve transparency, usability, and overall client satisfaction.

Requirements

• Bachelor’s degree or equivalent professional experience
• 5+ years of experience in product management, business analysis, or a related role
• Experience working within financial services, investment management, or banking environments
• Demonstrated experience with Agile product management, backlog prioritization, and roadmap ownership
• Strong experience translating business needs into BRDs, user stories, and product specifications

Nice To Haves

• Experience with investment reporting, client statements, or performance analytics platforms
• Familiarity with statement production, data management, or large-scale client communications systems

Responsibilities

• Lead product strategy, roadmap development, and execution for LPL’s investment reporting and statement platforms
• Become a subject matter expert in the functionality, usage, and architecture of LPL’s statement production and distribution systems
• Review, organize, and prioritize product enhancement requests, feature ideas, and defect remediation
• Gather and synthesize feedback from advisors, clients, and internal stakeholders to inform product decisions
• Create and maintain business requirements documents (BRDs), epics, features, and user stories
• Partner closely with engineering teams throughout the full product development lifecycle
• Collaborate with marketing and communications teams on product positioning and go-to-market initiatives
• Support product releases, adoption efforts, and continuous process improvements
• Ensure product decisions align with client needs, regulatory considerations, and business objectives

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree