LPL Financial · 1 month ago
AVP, Product Manager
Fort Mill/Charlotte
Full-time
Onsite
Mid, Senior Level
$117K/yr - $194K/yr
5+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., and they are seeking a strategic and execution-focused Product Manager to lead their Request Management and Messaging platforms. This role involves collaborating with various teams to enhance product features, ensuring alignment across stakeholders, and delivering operational excellence.
FinanceFinancial Services
Responsibilities
Collaborate with engineering, UX, and vendor teams to deliver high-impact features and enhancements
Analyze product performance and user feedback to drive continuous improvement
Advise senior leadership as a strategic partner to ensure alignment across initiatives
Lead the planning, execution, and delivery of projects related to agent tools and operational enhancements
Develop and maintain comprehensive project plans, schedules, and resource allocations
Track progress, mitigate risks, and ensure timely delivery of milestones
Facilitate cross-functional planning, communication, and decision-making processes
Prepare executive-level updates, dashboards, and presentations to communicate project status and outcomes
Identify and eliminate blockers across teams to accelerate delivery
Support change management, training, and rollout activities for new features and tools
Document processes and ensure compliance with governance standards
Qualification
Required
Bachelor's degree in a related field
5 plus years of experience in product management, management consulting, program & project management
5 plus years of developing, cultivating, and leading strong, high-performing teams in an agile environment
Preferred
PMP, Agile/Scrum, or SAFe certification (preferred)
Experience working with call center software
Experience in the telephony and call center sector with a proven track record of deploying customer centric initiatives to drive improvement
Experience interacting with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests
Experience working in a cross-functional team and drive outcomes without having direct authority
Experience Jira, Confluence, Smartsheet, or MS Project
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
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase