AVP, Product Owner

LPL Financial LLC; Charlotte, Fort Mill (TX, SC); On-site; USD 109,283 - 182,104; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking an AVP, Product Owner to drive outcomes in its Advisor Experience team. This role is crucial in supporting LPL’s digital transformation, ensuring product delivery aligns with business objectives and maximizing the Scrum Team's value.

The ideal candidate will possess at least 8 years of experience in product management within financial services, working with Agile cross-functional teams. The role emphasizes stakeholder engagement and improving advisor-client experiences while offering a competitive salary range from $109,283 to $182,104.

Qualifications

• 8+ years of experience in product management, consulting, program, or project management within financial services or fintech.
• 5+ years experience working in Agile environments with cross-functional teams.
• 3+ years of experience serving as a Product Owner in a Scrum framework.

Responsibilities

• Partner with stakeholders to align on strategic vision for products.
• Collaborate to define and refine product features.
• Decompose features into user stories and prioritize product backlog.
• Drive cross-functional coordination across business and technology teams.

Skills

Product management

Agile methodologies

Stakeholder communication

Data-driven decision making

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

LPL Financial is seeking an AVP, Product Owner within LPL’s Advisor Experience. This role serves as a trusted business partner responsible for driving outcomes, leading cross‑functional collaboration, and contributing to strategic decision‑making through thoughtful analysis. It plays a key role in supporting LPL’s ongoing digital transformation by aligning product delivery with business objectives. The AVP, Product Owner is accountable for maximizing the value delivered by the Scrum Team, maintaining the product backlog, and ensuring alignment between stakeholders, customers, and development teams. This role partners across business and technology to define product roadmaps, refine requirements, and deliver solutions that enhance advisor and client experiences.

Responsibilities

• Partner with stakeholders to understand and align on the strategic vision for assigned products
• Collaborate with Product Managers to define and refine product features
• Decompose features into user stories and prioritize the product backlog
• Act as a liaison between Scrum Teams and business stakeholders to streamline communication and minimize disruption
• Drive cross‑functional coordination across business and technology teams throughout the product lifecycle
• Communicate with stakeholders, end users, and partners to manage expectations and ensure alignment
• Provide business context to inform prioritization and acceptance of delivered work
• Support the Scrum Team in defining acceptance criteria, Definition of Ready, and Definition of Done
• Participate in Agile ceremonies and remain accessible to the team for product‑related questions
• Review completed user stories to validate acceptance criteria and quality standards
• Lead product demonstrations and gather feedback during sprint reviews
• Represent the Scrum Team in program‑level discussions and maintain awareness of broader initiatives
• Advocate for team capacity and capabilities while setting appropriate expectations with stakeholders
• Contribute to digital transformation initiatives by executing strategies that enhance client experiences
• Support development of executive‑level dashboards and reporting of key performance metrics
• Establish and maintain effective communication across stakeholders and leadership
• Monitor and report on product progress to support informed decision‑making
• Coordinate and oversee interconnected product initiatives and dependencies

Requirements

• Minimum of 8 years of experience in product management, consulting, program, or project management within financial services or fintech
• Minimum of 5 years of experience working in Agile environments with cross‑functional teams
• Minimum of 3 years of experience serving as a Product Owner in a Scrum framework

Preferences

• Experience working with financial industry data feeds and APIs
• Knowledge of investment and retirement products and financial industry trends

Core Competencies

• Agile/Scrum Execution – manages backlog and guides teams to deliver high‑value solutions
• Cross‑Functional Leadership – aligns business and technology teams to drive execution and outcomes
• Stakeholder Management – communicates effectively and manages expectations across all levels
• Data‑Driven Decision Making – uses metrics and insights to inform product and business decisions
• Client Focus – prioritizes solutions that enhance advisor and client experience

Pay Range

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.

Benefits

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.

EOE.