AVP, Wealth Advisory Platform Product Lead

LPL Financial; Austin (TX); On-site; USD 109,000 - 182,000; Full time

Job summary

LPL Financial is seeking an AVP Product Management to bridge vision and execution for WealthAG, partnering with leaders to shape roadmaps, enhance platforms, and unlock growth opportunities. You will drive advisor adoption and deliver measurable outcomes in a fast-paced, collaborative environment.

You will lead strategic initiatives, define business cases, and manage delivery plans aligned to business objectives, with a focus on client experience and growth across LPL platforms.

Qualifications

• 5+ years in wealth management or related field; 3+ years building products or technology-enabled services.
• Strong collaboration, communication and stakeholder-management skills.
• Experience with product strategy, roadmaps, and execution in fast-paced environments.

Responsibilities

• Act as a product leader across WealthAG and other stakeholders.
• Identify business needs through interviews, market research, and competitive analysis.
• Partner with Product Owner to evolve a proprietary LPL tech platform.
• Own advisor adoption and outcomes for key platform capabilities.
• Drive strategies to increase adoption and streamline workflows across platforms.
• Define product offerings, business cases, and operational frameworks.

Skills

Wealth management

Product management

Strategic thinking

Communication

Execution

Agile / SAFe

Education

FINRA licenses (SIE, Series 7)

Tools

Salesforce

SAFe

Six Sigma

Job description

LPL Financial is seeking an AVP Product Management to bridge vision and execution for WealthAG, partnering with leaders to shape roadmaps, enhance platforms, and unlock growth opportunities. You will drive advisor adoption and deliver measurable outcomes in a fast-paced, collaborative environment.

You will lead strategic initiatives, define business cases, and manage delivery plans aligned to business objectives, with a focus on client experience and growth across LPL platforms.