LPL Financial · 2 days ago
AVP, ETFs & Capital Markets Strategy | Investment Products
Fort Mill, SC
Full-time
Onsite
Mid, Senior Level
$134K/yr - $223K/yr
7+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success. The AVP, ETFs & Capital Markets Strategy role involves managing and marketing ETF and capital market products, driving revenue growth, and collaborating with various teams to enhance client outcomes.
FinanceFinancial Services
Responsibilities
This role will be responsible for evolving, managing and marketing ETF and capital market products, focusing on market research, financial analysis, developing client-facing materials, and providing strategic insights to drive revenue growth and capital raising
This leader will drive continual platform enhancements to offer a robust fund menu across ETFs and capital market business lines and set the prioritization of our product pipeline in support of demand coming from our growing acquisitions
The role will also be responsible for other cross-functional collaboration with LPL’s Research, Legal, Compliance, Operations, Marketing/Communication, Technology and sales/business development teams to collectively create great client outcomes
Analyze market trends, investor demand, and competitive dynamics to define differentiated investment themes and shape compelling product narratives
Explore new investment structures and opportunities to drive strategic product expansion
Set the strategic direction for product sourcing and pipeline, manage product intake and prioritization, identify and close platform gaps, and ensure the platform evolves to meet emerging areas of advisor and investor demand
Leverage asset flows, fund and industry trends and firm- and industry-level product usage insights to advise on strategic platform positioning
Engage with asset managers to curate and maintain a best-in-class product shelf aligned with the firm’s broader objectives
Engage with advisors to explain product design, features, performance drivers, limitations and suitability
Create/publish educational white papers, pitch decks, fact sheets, and other marketing materials and execute marketing campaigns and roadshows to increase engagement and adoption
Support new product launches by developing clear, effective talking points for inbound and outbound dialogue with partners and advisors
Prepare executive-level, data-driven and well-structured presentations that effectively convey ideas, trade-offs and outcomes to senior leadership
Be a point of escalation for removing frictions in workflows and resolving complex problems in selling or servicing products
Be an agent of change to influence – at both the industry and firm level – how we support new product innovation to investment offerings
Provide project leadership on a variety of firm roadmap initiatives
Qualification
Required
Bachelor's degree
A minimum of 7 years of related experience in the financial services industry
Deep understanding of investment products, product trends and industry regulations
Excellent presentation, quantitative and analytical skills
Experience working with investment-oriented databases and analytical software including Morningstar, FactSet and Excel
Investment Product management experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering
Ability to lead projects in a matrix managed fashion leveraging strong interpersonal and written communication skills
Preferred
Experience with investment product underwriting, manufacturing and issuance a plus
Series 24 preferred
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