Senior Product Owner: Personalization & Configurator

LPL Financial; Charlotte (NC); On-site; USD 109,000 - 182,000; Full time

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 in Advisor Experience as a product owner for Personalization and Business Configurator. You will drive outcomes, partner with leadership, and lead cross-functional teams to deliver strategic features that enhance the client experience.

The role emphasizes roadmap development, data-driven decision making, and strong collaboration across the firm to align vision with business value. A fast-paced, client-focused environment awaits.

Qualifications

• 5-7+ years in business & systems requirements processes
• 5-7+ years product owner experience or relevant business work
• Bachelor’s or higher in CS/IS/Business or related field
• 3-5 years experience in financial services or wealth management

Responsibilities

• Be SME on users through interviews, analytics, and feedback sessions
• Define mid-term technology product development roadmap with features and milestones
• Develop and monitor metrics to track product success for future iterations
• Lead cross-functional teams to drive continuous improvements
• Collaborate to align vision, strategy, and performance goals
• Help create and maintain product vision, backlog, and roadmap
• Plan release milestones and ensure delivery of new functionalities
• Mitigate impediments to meet Sprint goals
• Set direction for Agile teams and facilitate requirements
• Prioritize product feature backlog to maximize value
• Provide backlog management and user story elaboration
• Research market, users, and roadmap for the product

Skills

Product ownership

Cross-functional teamwork

Agile principles

Requirements gathering

Metrics & analytics

Backlog management

Vision & roadmaps

Education

Bachelor’s or higher in CS/IS/Business

Job description

LPL Financial is seeking an Assistant Vice President in Advisor Experience as a product owner for Personalization and Business Configurator. You will drive outcomes, partner with leadership, and lead cross-functional teams to deliver strategic features that enhance the client experience.

The role emphasizes roadmap development, data-driven decision making, and strong collaboration across the firm to align vision with business value. A fast-paced, client-focused environment awaits.