VP, Product Management, Growth Programs

LPL Financial Services San Diego , CA 92140

Posted 6 days ago

Do you love building new products? Are you data-driven and customer-centric? Do you enjoy performing analytics and reporting to drive strategic decision making? Are you interested in being part of a team that is actively working to help advisors grow their businesses? Would you like to work on a disruptive product at the intersection of the fast-growing finance and technology space? Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Growth Strategy team, part of LPL's Business and Wealth Services Group is seeking a product manager who will be responsible for driving strategic business decisions in the development of our growth programs. Growth Strategy provides various support services to help enable advisors and enterprises to grow, manage and create efficiencies in their businesses.

Responsibilities:

  • Determine customers' needs and desires through customer interviews, market research, competitive research and insights from our sales team to support the technology and service needs of our customers.

  • Continue to ensure success of existing products

  • Take an innovative and agile approach to enhancing existing products partnering with customers, vendors and LPL technology including defining wireframes, functional specifications and user stories

  • Represent the voice of the business/customer in key stakeholder forums, influencing key decisions and outcomes

  • Work with Technology and Product teams to iteratively deliver key features and capabilities

  • Define mid and longer term product roadmaps and manage the development cycles with clear schedules, deliverables and milestones

  • Develop metrics to assess the success of products and features and determine necessary enhancements

  • Build relationships with key stakeholders and broader organization

  • Ensure continued satisfaction of existing customers

  • Set a vision for your product portfolio and lay the foundation to execute against

  • Interact with customers and internal stakeholders to educate and evaluate benefits of products/services

  • Redesign the existing service to streamline the process and client experience

  • Oversee build and design of key communications and marketing deliverables

  • Build go to market plans for relaunch of the Professional Referral Network with goal setting and measurable outcomes

What are we looking for?

We want a strong collaborator who can deliver a world-class client experience. We are looking for someone who thrives in a fast-paced environment, is client-focused, team oriented, and is able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • Bachelors degree

  • 7+ years of professional experience within product management, product development, strategy, innovation or business analysis roles

Preferences:

  • MBA

  • Executive presence

  • Effective communication, presentation and writing skills

  • Detail oriented with insight to determine applicability of big picture analysis

  • Experience exploring market data and create strategic competitive analysis

  • Data driven, customer centric, able to find root causes and distinguish signal from noise

  • Previous experience working with digital development process in an agile environment a plus

Location and Travel

This position can work out of one of our offices (Fort Mill, SC, San Diego, Austin, Tempe, and Cleveland). Must be willing to travel some of the time for meetings at LPL's offices or conferences. Travel would be less than 20% of time.

Pay Range:

$132,080-$198,120/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.


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