LPL Financial
VP, Product Management - LPL Services Group Technology Consulting
LPL Financial, Fort Mill, South Carolina, United States, 29715
Do you want to be part of one of the fastest growing business units within LPL? Do you have experience in product management, product strategy, innovation and new ventures? Do you enjoy identifying and solving problems that are critical to small businesses? Do you enjoy designing and executing innovation initiatives? Are you interested in being part of a team that working to transform and do things differently? And would enjoy the freedom of doing it from anywhere in the United States?If so, this role may be for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.LPL Services Group
(LSG) offers all the services advisors need to build their extraordinary business. As part of LSG, Coaching will provide accountability programs and coaches to help advisors accelerate growth, optimize efficiency and maximize the value of their practice.Job Overview:
Technology Consulting and Technology Transition Support is seeking a product owner who will manage multiple aspects of the Technology Consulting and Technology Transition Support product offerings including strategy, the product roadmap, technology, pricing, vendor management, advisor experience, marketing and business development. You’ll work closely with the Technology Consulting and Technology Transition Support Delivery Teams and collaborate with many other internal LPL partners to scale Technology Consulting and Technology Transition Support, to drive growth and increase advisor satisfaction.Responsibilities:
Product Ownership:
Think and act like a business owner by taking deep ownership of your work, hitting deadlines with minimal/no oversight and constantly tracking and communicating project timelines, status, milestones and blockers.New Product Incubation:
You will work with cross-functional teams, including designers, delivery experts, and tech/engineers, to discover and solve hard customer and business problems. As the product leader your role in the team is to ensure that we design and develop a product that is desirable (solves a meaningful customer problem), viable (valuable for the firm to pursue), and feasible (can be delivered at scale).New Product Development:
You will define key development milestones and ensure delivery across each stage of new product development lifecycle. You will leverage data and customer insights to make decisions on the priority of the user stories in the product backlog and manage product roadmap by setting expectations with project team members, internal partners, leadership, and customers.New Product GTM & Launch:
You will work with leadership and key product stakeholders to develop product roadmap, product priorities, go-to-market plan, pricing strategy, and customer engagement strategy. You will be responsible for creating go-to-market plans in conjunction with Sales/Marketing partners and managing a cross-functional team to ensure successful launch. Set a vision for your product portfolio and lay the foundation to execute against.Customer & Market Insights:
You will bring structured customer insight to the team by using a mixture of market research, primary qualitative research (talking to customers!), quantitative research, and observed data of how customers engage with the product. You are the voice of the customer for the team but not the sole voice - you will create understanding and empathy throughout the team with your customers.Delivery & Acceleration Support:
You will build/coordinate/train teams to execute and deliver product through pilot, soft launch, and national launch. You will also be responsible for managing the transition of the new product to a full-time owner post-launch and may continue to collaborate with sales, marketing, product, delivery, operations, and technology to define and achieve near-term acceleration goals.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:
Bachelor’s degree or equivalent relevant experience5+ years of experience in a product management, strategy, and/or delivery or equivalent experienceDemonstrated experience of end-to-end product discovery and delivery, including launching new products into market2+ years of experience working in financial services and/or some experience working with small businesses ownersCore Competencies:
Comfortable navigating ambiguity while adding structure and processes to evolving or unclear problem spacesA keen understanding on how to deliver measurable value to customers in a fast-paced environmentAbility to collaborate across cross-functional teams including, delivery, design, connected services, and senior executivesSolid understanding of the constraints within which financial institutions operate – regulation, risk and controls, privacy and business casesProven ability to tackle complex problems and present a logical and structured recommendation based on dataProficient use of Product Management tools (JIRA, Confluence) and business tools (PowerPoint, Excel, Word)Passion for and curiosity about new product development and product innovation. Experience in and complete fluency in the topic is great but not mandatory as long as there’s the desire to learnBe a strategic, lateral-thinking problem solver with human-centered design experience, comfortable with quantitative and qualitative analyses, comfortable working in complex environmentsAbility to influence your teammates, as well as colleagues, stakeholders, and key executives, through your use of data, insights, and storytellingExperience identifying and evaluating potential opportunities, including articulating a clear path forward, building confidence in the value of our ideas, and prioritizing the ones with highest potentialExperience translating learnings from discovery and concept validation into a tangible roadmap: mapping organizational and technological implications, enabler requirements, dependencies and modeling high level impact and value caseExperience of merging human-centered design with product strategy and corporate prioritiesUnderstanding of the advice industry, including customer trends, key players, differentiating capabilities, and profit drivers is a plusLocation and Travel:
This position can be remote or you can work out of one of LPL's offices in San Diego, Austin or Fort Mill, SC (near Charlotte). You should also expect some infrequent travel (3 or 4 weeks per year) for meetings at LPL's offices or conferences.Pay Range:
$132,080-$198,120/yearActual 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. Your recruiter will be happy to discuss all that LPL has to offer!Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.Want to hear from our employees on what it’s like to work at LPL? Watch this!We take social responsibility seriously. Learn more hereWant to see info on our benefits? Learn more hereJoin the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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 (800) 877-7210.
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(LSG) offers all the services advisors need to build their extraordinary business. As part of LSG, Coaching will provide accountability programs and coaches to help advisors accelerate growth, optimize efficiency and maximize the value of their practice.Job Overview:
Technology Consulting and Technology Transition Support is seeking a product owner who will manage multiple aspects of the Technology Consulting and Technology Transition Support product offerings including strategy, the product roadmap, technology, pricing, vendor management, advisor experience, marketing and business development. You’ll work closely with the Technology Consulting and Technology Transition Support Delivery Teams and collaborate with many other internal LPL partners to scale Technology Consulting and Technology Transition Support, to drive growth and increase advisor satisfaction.Responsibilities:
Product Ownership:
Think and act like a business owner by taking deep ownership of your work, hitting deadlines with minimal/no oversight and constantly tracking and communicating project timelines, status, milestones and blockers.New Product Incubation:
You will work with cross-functional teams, including designers, delivery experts, and tech/engineers, to discover and solve hard customer and business problems. As the product leader your role in the team is to ensure that we design and develop a product that is desirable (solves a meaningful customer problem), viable (valuable for the firm to pursue), and feasible (can be delivered at scale).New Product Development:
You will define key development milestones and ensure delivery across each stage of new product development lifecycle. You will leverage data and customer insights to make decisions on the priority of the user stories in the product backlog and manage product roadmap by setting expectations with project team members, internal partners, leadership, and customers.New Product GTM & Launch:
You will work with leadership and key product stakeholders to develop product roadmap, product priorities, go-to-market plan, pricing strategy, and customer engagement strategy. You will be responsible for creating go-to-market plans in conjunction with Sales/Marketing partners and managing a cross-functional team to ensure successful launch. Set a vision for your product portfolio and lay the foundation to execute against.Customer & Market Insights:
You will bring structured customer insight to the team by using a mixture of market research, primary qualitative research (talking to customers!), quantitative research, and observed data of how customers engage with the product. You are the voice of the customer for the team but not the sole voice - you will create understanding and empathy throughout the team with your customers.Delivery & Acceleration Support:
You will build/coordinate/train teams to execute and deliver product through pilot, soft launch, and national launch. You will also be responsible for managing the transition of the new product to a full-time owner post-launch and may continue to collaborate with sales, marketing, product, delivery, operations, and technology to define and achieve near-term acceleration goals.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:
Bachelor’s degree or equivalent relevant experience5+ years of experience in a product management, strategy, and/or delivery or equivalent experienceDemonstrated experience of end-to-end product discovery and delivery, including launching new products into market2+ years of experience working in financial services and/or some experience working with small businesses ownersCore Competencies:
Comfortable navigating ambiguity while adding structure and processes to evolving or unclear problem spacesA keen understanding on how to deliver measurable value to customers in a fast-paced environmentAbility to collaborate across cross-functional teams including, delivery, design, connected services, and senior executivesSolid understanding of the constraints within which financial institutions operate – regulation, risk and controls, privacy and business casesProven ability to tackle complex problems and present a logical and structured recommendation based on dataProficient use of Product Management tools (JIRA, Confluence) and business tools (PowerPoint, Excel, Word)Passion for and curiosity about new product development and product innovation. Experience in and complete fluency in the topic is great but not mandatory as long as there’s the desire to learnBe a strategic, lateral-thinking problem solver with human-centered design experience, comfortable with quantitative and qualitative analyses, comfortable working in complex environmentsAbility to influence your teammates, as well as colleagues, stakeholders, and key executives, through your use of data, insights, and storytellingExperience identifying and evaluating potential opportunities, including articulating a clear path forward, building confidence in the value of our ideas, and prioritizing the ones with highest potentialExperience translating learnings from discovery and concept validation into a tangible roadmap: mapping organizational and technological implications, enabler requirements, dependencies and modeling high level impact and value caseExperience of merging human-centered design with product strategy and corporate prioritiesUnderstanding of the advice industry, including customer trends, key players, differentiating capabilities, and profit drivers is a plusLocation and Travel:
This position can be remote or you can work out of one of LPL's offices in San Diego, Austin or Fort Mill, SC (near Charlotte). You should also expect some infrequent travel (3 or 4 weeks per year) for meetings at LPL's offices or conferences.Pay Range:
$132,080-$198,120/yearActual 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. Your recruiter will be happy to discuss all that LPL has to offer!Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.Want to hear from our employees on what it’s like to work at LPL? Watch this!We take social responsibility seriously. Learn more hereWant to see info on our benefits? Learn more hereJoin the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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 (800) 877-7210.
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