Strategic Product Leader, Advisor Solutions

LPL Financial LLC; Fort Mill (SC); On-site; USD 145,000 - 242,000; Full time

Job summary

LPL Financial LLC is seeking a strategic, innovative leader to join the Capital Partners Team as Vice President, Product Strategy. You will define and execute the strategy, development, and growth of the Capital Partners suite of advisor solutions, including succession planning and liquidity strategies.

The role requires 7-10+ years in product strategy and wealth management, with strong executive presentation skills and a track record of cross-functional impact.

Qualifications

• 7-10+ years of experience in product strategy, corporate strategy, consulting, sales enablement, or related disciplines.
• 7-10+ years of experience developing, scaling, commercializing, or managing products, solutions, or business lines.
• 7+ years' experience in the wealth management industry; familiarity with LPL's platform and advisor solutions strongly preferred.

Responsibilities

• Develop and execute the long-term product vision and roadmap for the Capital Partners suite of solutions.
• Own the lifecycle management of existing products, ensuring continued relevance, scalability, advisor adoption, and business impact.
• Identify market opportunities, advisor needs, and industry trends to inform product strategy, innovation, and growth initiatives.
• Define product requirements, business cases, success metrics, and implementation plans for strategic initiatives.
• Lead cross-functional initiatives and influence stakeholders across the organization to drive strategic priorities and business outcomes.
• Develop executive-level presentations, strategic recommendations, and investment proposals to support decision-making and prioritization.
• Serve as a subject matter expert in Capital Partners solutions, advisor succession planning, liquidity strategies, and M&A-related offerings.

Skills

Strategic thinking

Cross-functional leadership

Executive presentations

Analytical skills

Problem solving

Education

Bachelor's degree in Business, Finance, Economics, Marketing, or related field

MBA or advanced degree preferred

Tools

Microsoft PowerPoint

Excel

Word

Outlook

Salesforce

Job description

LPL Financial LLC is seeking a strategic, innovative leader to join the Capital Partners Team as Vice President, Product Strategy. You will define and execute the strategy, development, and growth of the Capital Partners suite of advisor solutions, including succession planning and liquidity strategies.

The role requires 7-10+ years in product strategy and wealth management, with strong executive presentation skills and a track record of cross-functional impact.