VP, Product Strategy - LPL Capital Partners

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

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL Financial is seeking a strategic, innovative, and results-oriented leader to join the Capital Partners Team as a Vice President, Product Strategy. This role will be responsible for defining and executing the strategy, development, and growth of the Capital Partners suite of advisor solutions. Capital Partners plays a critical role in LPL's growth strategy by helping advisors navigate some of the most important financial and business decisions of their careers. The team delivers solutions including Partial & Full Book Sales, Brokerage Services, Liquidity & Succession (L&S), Partial Liquidity Solutions, Minority Stake Investments, Revenue Purchase Programs, Asset Referral Programs, and other advisor-focused offerings. As Vice President, Product Strategy, you will drive product innovation, business growth, and strategic initiatives across the Capital Partners portfolio. Partnering closely with executive leadership and cross-functional teams, you will identify new opportunities, build business cases, influence investment decisions, and bring innovative solutions to market. In this role, you will help drive LPL's growth by: Developing and executing a comprehensive product strategy across the Capital Partners platform Identifying and launching new solutions that address advisor lifecycle and succession planning needs Enhancing advisor experiences through continuous product innovation and process improvement This position is ideal for someone who is entrepreneurial, highly collaborative, data-driven, and passionate about delivering meaningful business outcomes.

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.
• Partner with Sales, Operations, Relationship Management, Technology, Marketing, Legal, and Compliance teams to deliver product enhancements, new offerings, and go‑to‑market strategies.
• Lead cross‑functional initiatives and influence stakeholders across the organization to drive strategic priorities and business outcomes.
• Evaluate business performance, advisor feedback, and market trends to identify opportunities for improvement, investment, and expansion.
• 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.
• Drive the development, commercialization, and adoption of innovative advisor‑focused products, services, and business models.
• Collaborate with internal and external partners to strengthen LPL's position as a leader in advisor lifecycle and succession solutions.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 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.
• Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook, including development of executive‑level presentations, business cases, and strategic recommendations.
• Bachelor's degree in Business, Finance, Economics, Marketing, or a related field.

Core Competencies:

• Deep understanding of financial services, wealth management, advisor business models, succession planning, and M&A‑related solutions.
• Strategic thinker with a demonstrated ability to identify opportunities, drive innovation, and deliver business results.
• Proven ability to influence stakeholders and lead complex cross‑functional initiatives without direct authority.
• Experience building business cases, product roadmaps, growth strategies, and prioritization frameworks.
• Strong analytical, problem‑solving, and decision‑making capabilities.
• Exceptional communication, executive presentation, and stakeholder management skills.

Preferences:

• MBA or advanced degree preferred.
• Familiarity with Salesforce, product management tools, and business analytics platforms.
• Experience launching products from concept through commercialization.
• Experience leading enterprise‑wide strategic initiatives with measurable business impact.

Pay Range:

Pay Range: $145,436.00 - $242,359.00. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal