Senior Wealth Platform Product Manager
LPL Financial LLC
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Benefits offered by this job
Job summary
LPL Financial Holdings Inc. is seeking an AVP Product Management in Charlotte, NC to bridge vision and execution across WealthAG and related teams. You will define roadmaps, partner with Product Owners, and drive adoption of a modern, tech-enabled platform for advisors and their clients.
Candidates bring 5+ years in wealth management and 3+ years building products or tech-enabled services, with strong analytical, communication, and strategic thinking skills; FINRA SIE and Series 7 are preferred.
Qualifications
- 5+ years of experience in wealth management
- 3+ years of experience building products or technology-enabled services
- Strong analytical ability and strategic thinking
- Excellent communication skills with senior leaders across lines of business
Responsibilities
- Act as a product leader across WealthAG and other key stakeholders
- Define product roadmaps and delivery plans aligned to business objectives
- Drive advisor adoption and measurable business outcomes
- Identify opportunities for AI-driven efficiencies to enhance advisor experience
- Establish success metrics and monitor adoption and outcomes
Skills
Education
Tools
Job description
LPL Financial Holdings Inc. is seeking an AVP Product Management in Charlotte, NC to bridge vision and execution across WealthAG and related teams. You will define roadmaps, partner with Product Owners, and drive adoption of a modern, tech-enabled platform for advisors and their clients.
Candidates bring 5+ years in wealth management and 3+ years building products or tech-enabled services, with strong analytical, communication, and strategic thinking skills; FINRA SIE and Series 7 are preferred.
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