AVP, Product Management - ClientWorks Platform

LPL Financial; San Diego (CA); On-site; USD 109,000 - 182,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in San Diego is seeking a Product Manager for ClientWorks Platform to help financial advisors run their businesses more efficiently. You will partner with cross-functional teams to define near- and mid-term roadmaps, specify features, manage development cycles, and align with business objectives.

The role requires 5+ years in product management, client-facing experience in financial services, strong analytical and communication skills, and the ability to translate insights into

Qualifications

• 5+ years of experience in product management building digital products or tech-enabled services.
• Experience in a client-facing role and/or in financial services.
• Proven ability to develop, present, and obtain approval for business cases and funding requests.

Responsibilities

• Serve as a subject matter expert on users and their needs by conducting customer interviews and analyzing product analytics.
• Define near- and mid-term product development roadmap and key features.
• Manage product development cycles with clear schedules, deliverables, and milestones.
• Develop and monitor metrics to measure product success and inform iterations.
• Partner with cross-functional teams to drive continuous improvements.

Skills

Product management

Cross-functional teamwork

Analytics

Communication

Tools

Agile

Job description

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

ClientWorks is our comprehensive advisor workstation, designed and continuously refined to help financial advisors run their businesses more efficiently. The platform provides a single location to access client account types and data and to process business, with tools supporting account opening, client management, trading, moving money, and more. The ClientWorks Platform team ensures our users have a workstation that is intuitive and easy to use, giving them more time to engage with clients and prospects. The team simplifies how users access and manage client information and navigate to tools that enable them to take action on that data. The team also serves as a force multiplier for other product areas by providing common core capabilities that simplify development and support alignment with system standards and design principles.

Responsibilities

• Serve as a subject matter expert on users and their needs by conducting customer interviews, reviewing product analytics, hosting user feedback sessions, and aggregating insights from internal partners.
• Define the near- and medium-term product development roadmap and key features and capabilities.
• Manage product development cycles with clear schedules, deliverables, and milestones.
• Develop and monitor metrics to measure the success of products and features and use results to inform future iterations.
• Partner with diverse cross-functional teams to drive creative and continuous improvements.

What Are We Looking For?

We’re looking for people who pursue greatness by focusing on user needs and delivering an intuitive, world-class experience, act with integrity when evaluating customer insights and making product decisions, are driven to help our clients succeed by advocating for advisors and their clients, win together through effective cross-functional collaboration, and create and share joy by continuously improving the technology experience for our users.

Requirements

• 5+ years of experience in product management roles building digital products or technology-enabled services.
• Experience in a client-facing role and/or in the financial services industry, preferably within a broker-dealer, registered investment adviser (RIA), investment firm, or financial services firm.
• Demonstrated business acumen and experience interacting with partners, including developing, presenting, and obtaining approval for business cases and funding requests needed to support roadmap execution.

Core Competencies

• Ability to work on cross-functional teams and drive outcomes without direct authority.
• Analytical skills with demonstrated ability to evaluate business opportunities and assess results against established objectives.
• Written and oral communication skills, including experience presenting materials to senior organizational leaders and serving as a subject matter expert.

Preferences

• Agile and/or SAFe training or certifications.
• Knowledge of fundamental UI/UX principles.

Pay Range

$109,283.00 - $182,104.00

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, and more.

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(6) , 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.

Principals only. 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].

EAC 5.19.26