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AVP, Product Owner, BLS

LPL Financial Holdings, Inc.
Charlotte, NC
$103.1K-$154.7K a year
Full-time

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology?

Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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.

Job Overview :

LPL Financial Banking and Lending Solutions Group is growing and is seeking an AVP, Product Owner for building and delivering a highly competitive set of banking and lending products.

The Banking and Lending Solutions Group is focused on developing credit, cash and banking products for LPL financial advisors and their clients.

Key for this role is strong experience with financial industry banking products, working knowledge of securities-based lending along with knowledge of investment products and industry trends.

Additionally, the candidate should have the ability to coordinate and influence in a highly cross-functional environment.

A strong understanding of the complexities of financial services and the regulatory environment in which we operate as well as Agile management is critical.

The candidate will actively participate in prioritization, implementation of strategies and new product offerings, and support in the delivery of banking and lending solution sets.

The candidate will focus on supporting a variety of initiatives that support our strategic product roadmap. The candidate in this role will have an opportunity to partner with cross-functional stakeholders and senior managers within the BLS team and across the organization.

The AVP, Product Owner, is a liaison between the Scrum Team and Stakeholders, and ensures the team is building the right product solutions at the right time.

The Product Owner provides "who, what, and why" so that the Scrum Team can answer "how." The Product Owner will coordinate across business and technology to manage project deliverables and roadmap, collaborate with product manager to prioritize the product backlog, and guide / drive development of the client solutions to achieve both short-term and long-term goals.

The Product Owner will be expected to contribute to key on-the-spot decisions regarding scope and requirements.

Responsibilities :

  • Work with key stakeholders to understand the strategic vision for the product.
  • Communicate, manage, and collaborate with product manager to prioritize product backlog.
  • Drive collaboration and coordination across business and technology throughout the development process.
  • Assist the Scrum Team with creating Acceptance Criteria and defining the team's "Definition of Ready" and 'Definition of Done."
  • Be available to the Scrum Team to answer questions about the Product by attending Agile Ceremonies.
  • Review User Stories to ensure all defined Acceptance Criteria has been met.
  • Showcase the Scrum Team's accomplishments and receive feedback at Demo & Review meetings.
  • Contribute to the governance of the organization project deliverables and provide transparency and a view into the progress towards achieving strategic objectives.
  • Establish effective working relationships with all stakeholders and ensure effective portfolio communications.
  • Partner with product manager and PXD on project and design deliverables

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 :

  • 5 - 10+ years of experience in product management, consulting, preferably within a financial services or related Fintech firm
  • 5+ years participating, developing, and cultivating, high-performing teams in an agile environment
  • 3+ years as a Product Owner working with Agile / Scrum

Preferred Qualifications :

  • Certified Scrum Product Owner and / or Professional Scrum Product Owner preferred.
  • Strong knowledge of Jira
  • Bachelor's Degree
  • Knowledge of Aha! and Jira
  • Ability to work well in a fast-paced, changing environment
  • High business acumen and excellent communication skills
  • Ability to interact professionally with a diverse group, product managers and subject matter experts
  • Flexible and adaptable to change
  • Individual with the highest levels of integrity and commitment to their work

Pay Range :

$103,120-$154,680 / 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!

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 here

Want to see info on our benefits? 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 lfinancial.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 ( redacted .

30+ days ago
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