Vice President, Retirement Product Strategy & Development

LPL Financial•Boston, MA

7d•$146,466 - $244,110

About The Position

The Vice President, Retirement Product Strategy & Development is a senior product leadership role within LPL Financial’s Retirement Partners team in the Wealth Management Solutions group. The position has general management responsibility for the Retirement Partners product team and accountability for its retirement product and platform portfolio. The VP shapes and executes product vision, owns integrated development roadmaps, and translates enterprise strategy into scalable capabilities that improve advisor and client experiences. The role leads initiatives from opportunity identification and business-case development through design, launch, commercialization, adoption, and ongoing optimization. It works across Technology, Operations, Research, Legal, Product Risk, Finance, Comprehensive Advice, Marketing & Communications, Sales, and other Wealth Management teams. Priorities include expanding workplace and individual retirement offerings, pooled-plan and small-business solutions, retail retirement products, platform capabilities, and retirement-to-wealth connections. The VP also advances disciplined product governance, go-to-market execution, product-management practices, and the development of a high-performing product team. Success is measured by the ability to turn Retirement Partners’ strategy into an integrated, competitive portfolio that improves advisor experience, expands retirement capabilities, accelerates adoption and growth, strengthens retention, and creates more seamless connections between retirement and wealth.

Requirements

Bachelor’s degree.
At least 10 years of relevant financial-services experience, with significant experience in retirement, product management, product development, institutional accounts, or related businesses.
Deep knowledge of retirement products, workplace and individual retirement markets, institutional accounts, and the regulatory environment.
Demonstrated success developing and launching complex financial products, platforms, or digital capabilities from strategy through commercialization.
Strong strategic and commercial acumen, including the ability to evaluate market opportunities, economics, customer needs, risk, and execution tradeoffs.
Proven ability to lead large cross-functional initiatives in a highly matrixed organization and drive decisions without relying solely on direct authority.
Strong understanding of product lifecycle management, roadmap prioritization, agile development, workflow and journey design, and go-to-market execution.
Exceptional executive communication, storytelling, analytical, and stakeholder-management skills.
Ability to translate advisor and client insights into scalable product solutions and measurable business outcomes.
Ability to operate independently, navigate ambiguity, manage competing priorities, resolve escalations, and maintain momentum on strategically important initiatives.
Strong leadership presence and ability to develop talent, build alignment, and inspire teams around a compelling product vision.
Collaborative, client-focused, team-oriented approach; ability to thrive in a fast-paced environment and encourage creativity and continuous improvement while delivering a world-class customer service experience for LPL Financial Professionals.

Responsibilities

Set the strategic direction and integrated roadmap for Retirement Partners’ products and platforms, balancing advisor needs, market opportunity, economics, regulatory requirements, risk, and technology dependencies.
Translate strategic opportunities into business cases, product requirements, journey maps, workflows, and executable development plans; lead initiatives from concept through launch and continuous improvement.
Partner with Marketing, Communications, Sales, Consulting, and Service teams on product positioning, launch plans, advisor education, adoption strategies, and success measures.
Serve as a subject matter expert across Retirement Partners offerings, including BOR, 401(k), NQDC, 403(b), HSAs, pooled-plan solutions, retail retirement products, and related platform capabilities.
Engage advisors to understand needs, pain points, and emerging opportunities, and incorporate their feedback into prioritized roadmap decisions.
Lead the design and enhancement of end-to-end workflows and journeys that make retirement solutions easier to understand, adopt, implement, and service.
Mobilize cross-functional teams across Technology, Operations, Legal, Risk, Finance, Research, Comprehensive Advice, and other product organizations to remove barriers and deliver enterprise-scale outcomes.
Partner with Product Risk, Legal, Compliance, and Operations to embed due diligence, operational readiness, controls, and ongoing monitoring throughout the product lifecycle.
Monitor regulatory developments, competitor offerings, pricing, policy, platform innovation, and advisor trends, and turn insights into actionable recommendations.
Standardize product-management disciplines, decision frameworks, prioritization, measurement, and commercialization practices across Retirement Partners and partner organizations.
Provide direction, coaching, and accountability to the product team, fostering strategic thinking, execution excellence, collaboration, and measurable outcomes.
Advance strategic priorities including workplace retirement account and held-away asset access; pooled and multiple-employer solutions; small-business retirement and workplace benefits; SEP, SIMPLE, and Solo 401(k) offerings; modernized experiences, data, workflows, and platforms; and retirement-to-wealth rollover, retention, participant advice, and cross-sell capabilities.