AVP Product Manager, Wealth Advisors Platform

LPL Financial; Fort Mill (SC); On-site; USD 109,000 - 182,000; Full time

Job summary

LPL Financial in the United States seeks an AVP Product Management to bridge vision and execution across WealthAG. You will define roadmaps, collaborate with leadership, and drive modernization of our platforms to empower advisors and institutions.

This role emphasizes strategic thinking, stakeholder collaboration, and delivering measurable outcomes such as advisor adoption and revenue growth while maintaining a client-centric, fast-paced culture.

Qualifications

• 5+ years of wealth management experience.
• 3+ years of product management, technology-enabled services, or product design.
• Strong collaboration and strategic thinking.
• Experience with setting roadmaps and measurable outcomes.

Responsibilities

• Act as a product leader across WealthAG and other stakeholders.
• Shape priorities through interviews, market research, competitive analysis, and voice-of-the-client insights.
• Evolve a proprietary LPL tech platform for advisor segmentation, business valuation, and transitions.
• Own advisor adoption and business outcomes for key platform capabilities.
• Define and refine product offerings, including business cases and roadmaps.
• Develop delivery priorities, features, and delivery plans aligned to objectives and risk.

Skills

Wealth management

Product management

Project management

Product design

Strategic thinking

Tools

Salesforce

SAFe

Six Sigma

Job description

LPL Financial in the United States seeks an AVP Product Management to bridge vision and execution across WealthAG. You will define roadmaps, collaborate with leadership, and drive modernization of our platforms to empower advisors and institutions.

This role emphasizes strategic thinking, stakeholder collaboration, and delivering measurable outcomes such as advisor adoption and revenue growth while maintaining a client-centric, fast-paced culture.