Wealth Platform Product Leader

lplfinancial; Fort Mill (SC); On-site; USD 140,000 - 210,000; Full time

Job summary

LPL Financial is seeking an AVP Product Management to bridge vision and execution for WealthAG, partnering with business leaders to enhance initiatives, define roadmaps, and drive growth. You will lead strategies that unlock new opportunities for advisors and institutions while delivering measurable outcomes.

You will work in a fast-paced, client-focused team, shaping platform modernization and delivering high-impact solutions for advisors and their clients.

Responsibilities

• Act as a product leader, collaborating across WealthAG, Sales, Corporate Development, Legal, Operations, Technology, Architecture, Cybersecurity, and other key stakeholders.
• Identify business needs and shape strategic priorities through stakeholder interviews, market research, competitive analysis, addressable market analysis, risk considerations, and voice-of-the-client insights.
• Partner with the Product Owner to evolve a proprietary LPL tech platform that delivers client segmentation, business valuation, and advisor transition opportunities.
• Own advisor adoption, engagement, and business outcomes for key platform capabilities.
• Drive product strategies that increase advisor adoption by streamlining workflows and enhancing integration and visibility across LPL platforms.
• Apply an innovative, agile approach to enhancing existing products and developing new solutions by partnering with vendors and internal stakeholders.
• Identify opportunities for process improvement, automation, and AI-driven efficiencies to enhance the advisor experience.
• Define and refine product offerings, including business cases, economic models, and operational frameworks.
• Develop and manage product strategy, roadmaps, delivery priorities, features, and delivery plans aligned to business objectives, user needs, risk considerations, and measurable outcomes.
• Lead strategic initiatives from concept through execution to drive business growth and service diversification to unlock new potential and sources of business.
• Establish success metrics for products, features, and initiatives, and drive continuous improvement based on results.
• Monitor product adoption, delivery outcomes, stakeholder feedback, and success metrics to identify improvement opportunities and inform roadmap tradeoffs.
• Success metrics include advisor adoption rates, revenue growth, net new assets, client retention, operational efficiency gains, time-to-market, client and user experience.
• Communicate business trends, priorities, and progress to stakeholders and leadership.
• Maintain business playbooks and enablement materials to support partner effectiveness.
• Drive accountability for execution through clear milestones, ownership, risk management, and leadership reporting.

Job description

LPL Financial is seeking an AVP Product Management to bridge vision and execution for WealthAG, partnering with business leaders to enhance initiatives, define roadmaps, and drive growth. You will lead strategies that unlock new opportunities for advisors and institutions while delivering measurable outcomes.

You will work in a fast-paced, client-focused team, shaping platform modernization and delivering high-impact solutions for advisors and their clients.