AVP, Product Management - Data

AVP, Product Management In The ClientWorks Platform Domain

ClientWorks is our comprehensive advisor workstation designedand continually refinedto 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. Ensuring quality and consistency of data across platform.

As an AVP, Product Management in the ClientWorks Platform domain, you'll :

• Determine advisor needs and desires through interviews, market research, competitive research and insights from our stakeholders to support the technology needs of our users.
• Define mid- and long-term technology product development roadmap, key features / capabilities, and manage the development cycles with clear schedules, deliverables and milestones.
• Develop metrics to assess the success of products and features and determine necessary enhancements.
• Support the implementation of new offerings through requirements gathering, requirements writing, testing, and participation in and evaluation of prototypes and pilots.
• Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team.
• Demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of concise oral and written communication.
• Sourcing latest technologies and maintain professional and technical knowledge by attending conferences; establishing personal networks; and participating in professional societies.
• Working closely with a cross-functional team to develop feature set priorities to execute and achieve the overall strategic product vision.
• Identifying requirements and writing user stories.
• Providing research, analysis, project management, and UAT testing support on a variety of strategic initiatives.
• Completing ad hoc assignments that assist in development and implementation of strategies and new processes.
• Synthesizing internal and industry data into themes and patterns to provide insights and data-driven recommendations.

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 .

5+ years of experience in product management, preferably with a focus on data or analytics products preferable financial wealth management experience

5+ working with agile methodologies and product management tools (e.g., Jira, Confluence).

3+ year experience with architecture, data pipelines

Core competencies :

Ability to build and foster enduring relationships with internal cross-functional teams both upsteam and down stream

Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and the ability to frame complex issues.

Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives.

Ability to manage multiple simultaneous efforts across different projects.

Preferences : Knowledge of SQL

Ability to identify domain product requirements and translate into clear data product requirements and features.

Prioritize features and enhancements based on impact feasibility and alignment with strategic goals

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

Experience with agile frameworks such as SAFe, LeSS or Kanban in enterprise environments.

The ability to work in a cross-functional team and drive outcomes without having direct authority. Actively anticipates, identifies, and manages risks within position, scope and at the company.

Bachelor's degree strongly preferred; an MBA is a plus

Background in a client-facing role and / or the financial services industry a plus

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) 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.