LPL Financial · 6 hours ago
VP II, Technology Product Management – Mutual Funds, Annuities & Insurance (Data Platform)
Austin, TX
Full-time
Onsite
Senior Level, Lead/Staff
$152K/yr - $253K/yr
12+ years expLPL Financial is a leading wealth management firm committed to enabling advisors to grow their businesses through a world-class Wealth Management Platform. The VP II, Technology Product Management role involves developing and executing product strategies for non-custody investment products, while leading cross-functional partnerships to enhance advisor experience and operational efficiency.
FinanceFinancial Services
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
Qualification
Required
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
Preferred
Strategic thinking and entrepreneurial mindset
Expert consensus builder and change agent
Deep understanding of modern technologies and design patterns implementing product solutions in financial industry
Ability to create and articulate a compelling product vision and strategy
Experience and understanding of Agile software development methodology and financial services regulation environment
Passion for delivering engaging and valuable advisor experiences
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Investor's Business Daily
2025-12-11
Company data provided by crunchbase