AVP, Structured Investments: Product Strategy

LPL Financial

New York (NY)

On-site

USD 122,000 - 202,000

Full time

2 days ago
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Benefits offered by this job

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Job summary

LPL Financial is seeking an Assistant Vice President, Structured Investments in New York to drive product strategy and lifecycle management of investment solutions. You will conduct market and competitive analyses, lead cross-functional initiatives across investments, distribution, operations, legal, compliance, and technology, and prepare leadership-ready recommendations.

This role requires collaboration, strong analytical thinking, and the ability to translate insights into scalable product

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field.

Responsibilities

  • Support development and enhancements to structured investment solutions.
  • Conduct market, competitive, and product analyses to identify opportunities and risks.
  • Lead cross-functional initiatives across investments, distribution, operations, legal, compliance, and technology teams.
  • Monitor product performance, asset flows, and industry trends.
  • Prepare presentations, business cases, and recommendations for leadership and governance committees.
  • Serve as a subject matter expert for structured investment products and support internal stakeholders and distribution teams.

Skills

Structured investments knowledge
ETF knowledge
Capital markets knowledge
Analytical skills
Communication skills
Project management

Education

Bachelor's degree in Finance, Economics, or Business

Job description

LPL Financial is seeking an Assistant Vice President, Structured Investments in New York to drive product strategy and lifecycle management of investment solutions. You will conduct market and competitive analyses, lead cross-functional initiatives across investments, distribution, operations, legal, compliance, and technology, and prepare leadership-ready recommendations.

This role requires collaboration, strong analytical thinking, and the ability to translate insights into scalable product

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