Vice President, Retirement Product Strategy & Development

LPL Financial•Charlotte, NC

About The Position

The Vice President, Retirement Product Strategy & Development is a senior product leadership role with general management responsibility for Retirement Partners’ product team and accountability for its retirement product and platform portfolio. The leader shapes and executes the product vision, owns integrated development roadmaps, and translates enterprise strategy into scalable capabilities that improve the advisor and client experience. The role leads complex initiatives across Technology, Operations, Research, Legal, Product Risk, Finance, Comprehensive Advice, Marketing & Communications, Sales, and other Wealth Management teams. Responsibilities span opportunity identification and business case development through design, launch, commercialization, adoption, and ongoing optimization. The position combines retirement expertise, product-management discipline, commercial judgment, and cross-functional influence to deliver measurable business outcomes. Strategic priorities include providing advisors access to active workplace retirement accounts and held-away assets; developing pooled and multiple-employer solutions; expanding retirement and workplace-benefits offerings for small business owners; delivering a fully custodied retail retirement suite; modernizing retirement experiences, data, workflows, and platform capabilities; improving rollover, retention, participant advice, and cross-sell; and developing go-to-market strategies that drive adoption and commercial impact. Success is measured by creating an integrated, competitive product portfolio that improves advisor experience, expands retirement capabilities, accelerates adoption and growth, strengthens retention, and connects retirement and wealth more seamlessly. The role leads and develops the product team and works with colleagues across the organization to strengthen product-management practices, governance, risk management, and commercialization. LPL describes its Total Rewards package as including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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.
Leadership presence and ability to develop talent, build alignment, and inspire teams around a compelling product vision.
Collaborative, client-focused, and team-oriented approach; ability to thrive in a fast-paced environment and encourage creativity and continuous improvement.

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.
Lead product development from opportunity and business case through requirements, journey maps, workflows, development plans, 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 opportunities, and translate feedback into prioritized roadmap decisions supporting holistic wealth management.
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 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.
Help standardize product-management disciplines, decision frameworks, prioritization, measurement, and commercialization practices.
Provide direction, coaching, and accountability to the product team while building a high-performance culture focused on strategic thinking, execution, collaboration, and measurable outcomes.