AVP, Product Management — AI-Driven BI & Strategy

LPL Financial

Fort Mill (SC)

On-site

USD 109,000 - 182,000

Full time

4 days ago

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Job summary

LPL Financial is seeking an Assistant Vice President (AVP), Product Manager for Business Management Reporting to lead strategy, roadmap, and evolution of BI capabilities that provide actionable insights for advisors, institutions, and internal teams. You will collaborate with Product Owners, Data, Technology, UX, and stakeholders to drive measurable business outcomes and scalable AI-enabled enhancements.

The role focuses on defining product vision, prioritizing investments, building business

Qualifications

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 leading cross-functional initiatives involving technology, data, UX, and business stakeholders.

Responsibilities

Define product strategy, roadmap, and priorities for Business Management Reporting.
Partner with data engineering, AI, and technology teams to ensure reliable data assets and scalable platforms.
Advocate for AI-enabled insights and automation within business management experiences.
Develop business cases and investment rationales aligned to enterprise objectives.
Present roadmap strategies and outcomes to senior leadership and governance forums.