AVP, Wealth Advisors Product Growth Leader

LPL Financial; Tempe (AZ); On-site; USD 109,000 - 182,000; Full time

Job summary

LPL Financial is seeking an AVP Product Management to bridge vision and execution within the Wealth Advisors Group. You will define roadmaps, partner across WealthAG, Sales, Legal, Technology, and Compliance, and drive platform modernization to unlock growth opportunities.

You’ll lead initiatives from concept to delivery, shaping product strategy, measuring success, and aligning with business objectives. This role demands strategic thinking, collaboration, and a client-focused mindset in a

Qualifications

• 5+ years of experience in wealth management or related field.
• 3+ years of experience building products or technology-enabled services, product management, project management and/or product design.

Responsibilities

• Act as a product leader, collaborating across WealthAG, Sales, Corporate Development, Legal, Operations, Technology, Architecture, Cybersecurity, and other key stakeholders.
• Identify business needs and shape strategic priorities through stakeholder interviews, market research, competitive analysis, addressable market analysis, risk considerations, and voice-of-the-client insights.
• Partner with the Product Owner to evolve a proprietary LPL tech platform that delivers client segmentation, business valuation, and advisor transition opportunities.
• Own advisor adoption, engagement, and business outcomes for key platform capabilities.
• Drive product strategies that increase advisor adoption by streamlining workflows and enhancing integration and visibility across LPL platforms.
• Apply an innovative, agile approach to enhancing existing products and developing new solutions by partnering with vendors and internal stakeholders.
• Identify opportunities for process improvement, automation, and AI-driven efficiencies to enhance the advisor experience.
• Define and refine product offerings, including business cases, economic models, and operational frameworks.
• Develop and manage product strategy, roadmaps, delivery priorities, features, and delivery plans aligned to business objectives, user needs, risk considerations, and measurable outcomes.
• Lead strategic initiatives from concept through execution to drive business growth and service diversification to unlock new potential and sources of business.
• Establish success metrics for products, features, and initiatives, and drive continuous improvement based on results.
• Monitor product adoption, delivery outcomes, stakeholder feedback, and success metrics to identify improvement opportunities and inform roadmap tradeoffs.
• Success metrics include advisor adoption rates, revenue growth, net new assets, client retention, operational efficiency gains, time-to-market, client and user experience.
• Communicate business trends, priorities, and progress to stakeholders and leadership.
• Maintain business playbooks and enablement materials to support partner effectiveness.
• Drive accountability for execution through clear milestones, ownership, risk management, and leadership reporting.

Skills

Wealth management

Product management

Product leadership

Salesforce

Tools

Salesforce

Six Sigma

Job description

LPL Financial is seeking an AVP Product Management to bridge vision and execution within the Wealth Advisors Group. You will define roadmaps, partner across WealthAG, Sales, Legal, Technology, and Compliance, and drive platform modernization to unlock growth opportunities.

You’ll lead initiatives from concept to delivery, shaping product strategy, measuring success, and aligning with business objectives. This role demands strategic thinking, collaboration, and a client-focused mindset in a