VP, Market Insights & Product Strategy Leader

LPL Financial; Charlotte (NC); Hybrid; USD 136,000 - 227,000; 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 a strategic Vice President of Product Strategy & Market Insights to lead a recurring market intelligence function, delivering insights on wealth management, advisor technology, and industry trends. The role partners with product, strategy, and GTM teams to translate market dynamics into informed product decisions.

The ideal candidate has 10+ years in product strategy or related fields and excels at synthesizing complex data into actionable recommendations that shape

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Strategy, Technology, or a related field.
• 10+ years of experience in product strategy, product management, management consulting, market research, strategic insights, or a related discipline.
• Demonstrated experience synthesizing large volumes of information into concise recommendations that support business decisions.
• Experience evaluating product, platform, and technology capabilities to support strategic analysis and decision‑making.
• Experience partnering with product and technical subject‑matter experts to develop positioning and differentiation strategies.

Responsibilities

• Build and operate a recurring market intelligence capability that provides ongoing visibility into industry direction, platform trends, capability evolution, and competitive market shifts.
• Produce regular insight deliverables including competitive landscape assessments, capability deep‑dives, benchmark analyses, and executive‑level market briefings.
• Partner with product subject‑matter experts to evaluate market developments, assess competitive positioning, and identify differentiation opportunities.
• Translate industry and market insights into actionable implications for product roadmaps, investment priorities, and build‑versus‑buy decisions.
• Maintain a comprehensive view of established competitors, emerging market participants, and new technology entrants.
• Track emerging technologies and advisor experience innovations, evaluating potential opportunities and risks for LPL’s platform and ecosystem.
• Establish repeatable research methodologies, information sources, and analytical frameworks that support a sustainable market insights function.
• Collaborate with product, strategy, and go‑to‑market stakeholders to incorporate market intelligence into planning processes and key business decisions.

Skills

Product strategy

Market research

Strategic insights

Cross-functional collaboration

Presentation to leadership

Education

Bachelor’s degree in Business, Finance, Economics, Strategy, Technology, or a related field

Job description

LPL Financial is seeking a strategic Vice President of Product Strategy & Market Insights to lead a recurring market intelligence function, delivering insights on wealth management, advisor technology, and industry trends. The role partners with product, strategy, and GTM teams to translate market dynamics into informed product decisions.

The ideal candidate has 10+ years in product strategy or related fields and excels at synthesizing complex data into actionable recommendations that shape