VPII, M&A Product Transformation Manager

LPL Financial; Fort Mill (SC); On-site; USD 167,066 - 278,512; 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 VP-level M&A Product Manager to drive success of large deals and partnerships, leading the M&A product team and coordinating with domain Product and Tech leads.

You will oversee capability builds, manage deal roadmaps, document requirements, and ensure on-time, on-budget execution while maintaining client-first focus and cross-functional collaboration across the organization.

Qualifications

• 10+ years of experience in financial services driving large-scale transformational initiatives.
• Excellent communication skills with the ability to influence across levels within the organization.
• The ability to lead across a cross-functional team and drive outcomes without direct authority.
• Desire to drive a world-class experience for our clients and partners.
• Strong understanding of Agile processes and tools.

Responsibilities

• Lead the M&A product team.
• Oversee and drive the delivery of capability builds and integration readiness for large M&A deals and partnerships.
• Partner closely with domain Product and Tech leads to ensure effective delivery.
• Ensure end-to-end requirements are clearly documented and prioritized.
• Maintain visibility and tracking of deal roadmap to an on-time and on-budget execution - oversee successful execution.
• Ensure upstream & downstream dependencies are understood and documented.
• Manage financials for the deal.
• Triage and resolve complex issues with a client-first mindset.
• Manage multiple client relationships.
• Build playbooks, standardize integration processes, and implement process improvements.

Skills

Cross-functional leadership

Communication skills

Agile methodologies

Client-focused

Job description

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees.

If you’re ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:

LPL is looking for a VPII, M&A Product Manager to drive the success of our large M&A deals and partnerships.

Responsibilities:

• Lead the M&A product team
• Oversee and drive the delivery of capability builds and integration readiness for large M&A deals and partnerships
• Partner closely with domain Product and Tech leads to ensure effective delivery
• Ensure end-to-end requirements are clearly documented and prioritized
• Maintain visibility and tracking of deal roadmap to an on-time and on-budget execution - oversee successful execution
• Ensure upstream & downstream dependencies are understood and documented
• Manage financials for the deal
• Triage and resolve complex issues with a client-first mindset
• Manage multiple client relationships
• Build playbooks, standardize integration processes, and implement process improvements

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 10+ years of experience in the financial services industry, driving large-scale transformational initiatives with program management disciplines
• Excellent communication skills, with the ability to partner effectively with various levels within the organization and influence key decision makers
• The ability to lead across a cross-functional team and drive outcomes without having direct authority
• Desire to drive a world-class experience for our clients and partners
• Strong understanding of Agile processes and tools

Preferences:

• The ability to turn data into insights, actions, and decisions
• Exception problem-solving and critical thinking skills

Pay Range:

$167,066.00 - $278,512.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

• Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run thriving businesses. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

EAC 5.19.26