AVP, Product Owner (San Diego)

Product Owner

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are hiring a Product Owner within our Client Communications team at LPL. Product Owner will support a distinct product that plays a vital role in how we communicate with clients and investors :

Client Reporting Tool : LPL's in-house, custom-built reporting platform designed to deliver engaging, tailored reports that meet the evolving needs of our advisors and their clients. This role will focus on enhancing the reporting experience, ensuring accuracy, personalization, and regulatory compliance.

Client Letters : A platform and process for generating and delivering client communications in the form of lettersvia e-delivery or mailprimarily to meet regulatory requirements. This role will focus on optimizing the letter creation and distribution workflow, ensuring compliance, operational efficiency, and a great client experience.

Product Owner will work closely with cross-functional teams to deliver high-impact solutions that improve the client experience and meet business objectives.

Responsibilities :

Own and manage the product backlog, ensuring alignment with business goals and client needs.

Collaborate with engineering, design, compliance, operations, and other stakeholders to deliver high-quality product enhancements.

Translate business requirements into clear user stories and acceptance criteria.

Prioritize features and enhancements based on client impact, regulatory requirements, and technical feasibility.

Serve as the voice of the financial advisor / client, ensuring the communication experience is intuitive, accurate, and compliant.

Define and track KPIs to measure product performance, client satisfaction, and operational efficiency.

Stay informed on industry trends, regulatory changes, and best practices in client communications and reporting.

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 :

5+ years of experience in product management, product ownership, or project management.

Experience in the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm preferred.

Familiarity with client / end-investor reporting, accounting systems, or official monthly statements is a significant plus.

Proven ability to manage complex products with multiple stakeholders and dependencies.

Strong analytical, communication, and organizational skills required.

Experience with Agile methodologies and tools such as Jira.

Preferences :

Understanding of SEC / FINRA regulations related to client communications.

Experience working with data visualization or reporting platforms (for Client Reporting).

Experience with document generation, distribution systems, or print / mail workflows (for Client Letters).

Background in user experience design or client journey mapping.

Experience in leveraging AI to improve outcomes and increase efficiency.

Pay Range : $116,600-$194,400 / year. 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. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.