AVP, Product Management - ClientWorks Platform

Job Overview:

ClientWorks is our comprehensive advisor workstation designed — and continously refined — to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more.

Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they have more time to engage with their clients and prospects. We look to deliver on this responsibility by:

• Simplifying the way in which our users access and manage their clients' information and making it easy to navigate to tools that allow them to take action on that data

• Being a force multiplier for other product areas by providing them with a foundation of common core capabilities that simplify their development process and help them align with our system standards and design principles

Responsibilities:

• Be the subject matter expert on our users and their needs by conducting customer interviews, reviewing product analytics, hosting user feedback sessions, and aggregating insight from internal partners

• Define the near- and medium-term product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones

• Develop and monitor metrics to track the success of products and features and inform future iterations

• Work with a diverse group of cross-functional teams to ensure creative and continuous improvements

What We’re Looking For

We want strong collaborators who can deliver a world-class user experience. We are looking for people who thrive in a fast-paced environment, are user-focused, team-oriented, and able to execute in a way that accelerates creativity and continuous improvement. It's important that you can understand the story of our users and their clients and use that knowledge to advocate passionately on their behalf to make their technology experience better on a day-by-day basis.

Requirements: 

• 2-5 years of experience in product management roles building digital products or technology-enabled services

Core Competencies:

• Demonstrated business acumen and the ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap

• Ability to work on a cross-functional team and drive outcomes, in some cases without having direct authority

• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives

• Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team

Preferences: 

• Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm

• Agile and/or SAFe trainings and certifications

• Knowledge of UI/UX fundamental principles

Pay Range:

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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 a thriving business. 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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join 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 (855) 575-6947.

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