VP, Product Management @ LPL Financial | Jobright.ai
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LPL Financial · 12 hours ago

VP, Product Management

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FinanceFinancial Services
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Responsibilities

Lead the product strategy and planning process for products and initiatives within LPL’s account lifecycle management platforms
Develop detailed business cases for new products, and make recommendations to senior leadership regarding prioritization and resource allocation
Partner with cross functional teams such as sales, marketing, operations, compliance, risk, finance, and technology to define requirements and ensure successful execution of product initiatives
Work closely with product owners and agile delivery teams to plan and execute sprints and releases
Conduct competitive research and analysis to identify opportunities and inform product decisions
Gather feedback from advisors and end users to inform product roadmaps and help shape future product enhancements
Provide subject matter expertise and thought leadership on industry trends and emerging technologies related to financial services and wealth management
Stay abreast of regulatory changes and evolving compliance considerations impacting financial services and wealth management, and incorporate implications into product strategy and planning

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial ServicesWealth ManagementProduct ManagementFinancial MarketsProject ManagementAgile MethodologyBusiness AdministrationCross-functional Collaboration

Required

Bachelor's degree required
Significant experience (typically 7+ years) in financial services or wealth management, preferably within account management, custodial or client onboarding space
Experience working in a large, highly matrixed organization with exposure to global organizations
Strong understanding of financial markets, investments, and financial planning concepts
Proven track record of successfully managing complex projects and navigating ambiguous situations
Demonstrated ability to influence and drive results through others
Excellent written and verbal communication skills, with the ability to communicate effectively at all levels of the organization
Ability to travel occasionally

Preferred

Master’s in business administration

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Company

LPL Financial

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LPL Financial is an independent broker-dealer.

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
2023 (103)
2022 (108)
2021 (91)
2020 (42)

Funding

Current Stage
Public Company
Total Funding
$1B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Executive Vice President & Chief Technology Officer
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Company data provided by crunchbase
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