VP II, Technology Product Management – Mutual Funds, Annuities & Insurance (Data Platform)

LPL Financial • Charlotte, TX

8d

About The Position

LPL is committed to enabling advisors to grow their businesses by delivering a world-class Wealth Management Platform. Our vision is to lead the advisor-mediated market by offering differentiated, end-to-end solutions that enrich our clients’ value proposition and meet advisors where they are in their evolution. Direct Business product and platforms at LPL Financial enable advisors to purchase investment products, such as annuities, 529 plans, turnkey asset management programs (TAMPs), mutual funds, and retirement plans, directly from product sponsors. This model offers flexibility and choice for LPL financial advisors and plays a critical role in supporting advisor practice management growth. Job Overview The VP II, Technology Product Management – Mutual Funds, Annuities & Insurance (Data Platform) is a key leader within the Wealth Management Platform team. This role is responsible for developing and executing product strategies that support non-custody investment products and direct investment options, including mutual funds, annuities, insurance products, TAMPs, and advisor retirement business. This leader will build cross-functional partnerships across LPL’s business and technology teams to research, design, and implement end-to-end strategies, user experiences, and go-to-market plans. The VP II will also lead roadmap development and execution, ensuring alignment with enterprise goals and delivering measurable outcomes that enhance advisor experience and operational efficiency. To be successful in this role, the ideal candidate must have a passion for modern product management, embracing modern technology solutions and capabilities, a consulting mindset, and a deep understanding of financial services and regulatory environments. The ability to communicate clearly with senior leaders, drive execution, and measure success is essential.

Requirements

• 12 or more years of experience in product management roles, preferably within a broker-dealer, RIA, investment, or financial services firm.
• 10 or more years of experience leading high-performing teams in an agile environment.
• Strong expertise in building distributed cloud native products and applications, handling complexities processing external and internal data for workflows, managing operational efficiency, data controls, satisfying supervision and compliance needs, as well as advisor and investor experience.
• Experience managing data integrations with industry standard sources, such as NSCC, as well as proprietary interfaces, custodian feeds, TAMPs sponsors, and others.
• Strong understanding of advisor business models, including wealth management, retirement plans, and participant advice within retirement space
• Effective communication skills, both written and oral, with the ability to present to senior leadership and serve as a subject matter expert.
• Demonstrated business acumen and ability to develop and gain approval for business cases and funding requests.
• Strong analytical skills with the ability to evaluate opportunities and measure results against objectives.
• Experience in organizational change management and working across teams without direct authority.
• Ability to anticipate, identify, and manage risks across the business and technology landscape.

Responsibilities

• Develop and deliver the Direct Business & Retirement product portfolio, focusing on advisor experience, operational efficiency, and scalable technology solutions.
• Collaborate with cross-functional teams to ensure continuous improvement and innovation, driving adoption and market differentiation.
• Partner with internal operations, vendors, and technical teams to align goals and priorities, manage backlogs, and deliver on commitments.
• Lead strategic initiatives through effective governance, stakeholder engagement, and transparent execution.
• Create and maintain roadmaps, execution plans, and performance metrics that support continuous learning and improvement.
• Prepare SVP+ and C-suite-ready presentations and reports on strategic initiatives and product performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees