AVP, Product Management - Advisor Business Management

LPL Financial; Fort Mill (SC); Sur place; USD 109 000 - 182 000; Plein temps

Avantages offerts par ce poste

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Résumé du poste

LPL Financial is seeking an AVP, Product Manager for Advisor Business Management to lead the strategy, roadmap, and AI-enabled evolution of business management capabilities for advisors, institutions, and internal teams.

You will partner with Data, Technology, UX, and business stakeholders to define vision, communicate priorities, and deliver measurable outcomes.

Qualifications

• 7+ years of experience in product management within data, analytics, BI, reporting, or enterprise platforms.
• 3+ years of experience developing product strategy and roadmaps for BI, analytics, reporting, or business management platforms.
• 3+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling.

Responsabilités

• Define product vision and roadmap for Advisor Business Management aligned to enterprise objectives.
• Own and evolve the Advisor Business Management roadmap with prioritised initiatives.
• Drive cross-functional execution across Product, Data Engineering, Data Governance, AI, Technology, and UX.

Connaissances

Strategic product leadership

Executive communication

Data-driven decision making

AI-enabled product fluency

Cross-functional leadership

Outils

Tableau

BI platforms

Semantic layer

Description du poste

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The Assistant Vice President (AVP), Product Manager for Advisor Business Management supports the strategy, roadmap, and evolution of business management and intelligence capabilities that provide institutions, advisors, and internal teams with actionable insights. This role contributes to the transformation of Advisor Business Management into a unified, AI-enabled business management experience that supports firm growth, operational efficiency, and risk management.

Advisor Business Management provides centralized dashboards, insights, and business management capabilities that help advisors, institutions, and financial professionals understand performance, identify opportunities, benchmark success against peers, and make informed business decisions.

The AVP partners closely with Product Owners, Data, Technology, UX, and Business stakeholders to define product strategy, prioritize investments, and evolve business management and intelligence capabilities aligned to enterprise objectives. As Product Manager, this role is responsible for establishing product vision, defining and communicating roadmap priorities, developing business cases and investment recommendations, driving stakeholder alignment, delivering executive-level communications, and ensuring measurable business outcomes aligned to strategic objectives.

Responsibilities

• Partner with business stakeholders and leadership to define and execute the Advisor Business Management product vision, focusing on scalable business management capabilities, data-driven decision support, personalization, and AI-enabled insights.
• Own and evolve the Advisor Business Management roadmap by identifying, evaluating, prioritizing, and sequencing initiatives that advance business management and intelligence capabilities for advisors, institutions, and internal stakeholders.
• Develop and maintain product strategies, roadmaps, investment rationales, and outcome-based business cases aligned to organizational priorities and long-term platform objectives.
• Drive alignment across Product, Data Engineering, Data Governance and AI, Technology, UX, and Business teams to support effective roadmap execution.
• Partner with data platform and engineering teams to ensure capabilities are supported by reliable data assets, governed information architecture, and scalable enterprise platforms.
• Identify and evaluate opportunities to incorporate AI capabilities, intelligent automation, copilots, and generative technologies into business management experiences.
• Collaborate with Product Owners and delivery teams to translate strategic objectives into roadmap initiatives, epics, and measurable outcomes.
• Prioritize product investments by balancing business value, customer needs, market opportunities, technology strategy, and enterprise objectives.
• Establish operating rhythms that promote transparency, prioritization, decision-making, and stakeholder alignment across dependent initiatives.
• Participate in governance processes that support accountability, prioritization clarity, and cross-functional execution.
• Monitor product adoption, business outcomes, customer feedback, and operational performance to identify opportunities for optimization and growth.
• Develop product documentation, executive presentations, leadership communications, and governance materials that support strategic decision-making.
• Present roadmap strategies, investment priorities, business outcomes, risks, dependencies, and recommendations to senior leadership and governance forums.
• Advocate for the continued evolution of Advisor Business Management into a broader business management and intelligence platform.

What Are We Looking For?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value individuals who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• Background in wealth management or data-intensive business environments.
• 7+ years of experience in product management within data, analytics, business intelligence, reporting, or enterprise platform environments.
• 3+ years of experience developing product strategy and roadmaps for business intelligence, analytics, reporting, or business management platforms.
• 3+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling.
• 3+ years of experience leading cross-functional initiatives involving technology, data, UX, and business stakeholders.

Core Competencies

• Strategic product leadership and business acumen
• Product roadmap strategy and investment prioritization
• Executive communication and influence
• Strong analytical thinking and data-driven decision making
• AI-enabled product fluency

Preferences

• Experience developing product strategies, building multi-quarter roadmaps, communicating priorities to senior leadership, and driving measurable business outcomes through cross-functional execution.
• Experience creating business cases, defining investment priorities, influencing stakeholders, and translating organizational objectives into product strategies, roadmap investments, and measurable business outcomes.
• Experience creating executive presentations, leadership communications, governance materials, and product documentation that support strategic decision-making.
• Experience supporting modernization of enterprise reporting, analytics, or business management ecosystems.
• Familiarity with Tableau, semantic-layer architecture, business intelligence platforms, or emerging data visualization tools.

Pay Range

$109,283.00 - $182,104.00

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

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

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 [phone].