VP, Product Manager - Advisor Sales Pipeline Management

Are you a team player with a growth mindset? Are you interested in working on 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?

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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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

The Investor Experience organization is currently hiring a Product Manager responsible for owning the sales pipeline function within LPL’s digital advisor platform. This role is responsible for leading the firm’s strategy on developing feature parity with 3rd party tools to increase integrations experiences while creating basic native functions to support LPL clients.

The ideal candidate will have a deep understanding of Sales Pipeline Management functions and how those functions are used across institutional and independent advisors, alike. An ideal candidate will be able to clearly articulate the user experience for creating and managing sales opportunities within the digital advisor platform while building deep integrations with our 3rd party vendors.

This role requires advanced knowledge and experience in agile software development, with a desire to teach and mentor less experienced colleagues. This role also requires excellent communication and presentation skills. You will truly own the vision, delivery, and will be counted on to present and sell your ideas throughout the organization.

Responsibilities:

1. Participates in requirement gathering sessions, documenting user flows for stakeholder alignment, feedback, and solution design.
2. Work closely with business and technical partners to align goals and priorities, including providing vision for the agile teams as well as creating and prioritizing the roadmap and backlog.
3. Responsible with analysis, data mapping, user stories, use cases, communications, training and testing.
4. Writes epics, stories and acceptance criteria that reflect agreed upon scope.
5. Plans sprints and sets sprint goals in alignment with prioritized roadmap.
6. Leads story grooming, refining descriptions, acceptance criteria, and ensuring all required documentation and designs are attached.
7. Able to articulate the “What” and “Why” and communicate priority for planned work.
8. Deeply understand the market, industry, customer, and regulatory landscape.
9. Identifies problems or opportunities that deliver quantifiable and measurable value.
10. Collaborates with leadership and key stakeholders to document product vision, strategy, and priorities to inform delivery.
11. Validates implemented features deliver expected value and documents feedback for future consideration.
12. Represent product priorities during planning events.
13. Act as subject matter resource for questions regarding features and integration experience.

What We’re 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 exceptional teammates, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

1. Bachelor’s degree in a related field.
2. 8+ years of experience in product management within a financial service or related fintech firm.

Core Competencies:

1. Deeply understand the market, industry, customer, and regulatory landscape.
2. User experience specific background with the ability to apply their market understanding into short-term and long-term vision.
3. Deep understanding of Advisor sales process and sales pipeline management functions.
4. Strong team player with the ability to work effectively in a group and independently.
5. Must be able to take initiative and “make things happen” with timelines and deadlines, self-starter and independent contributor.
6. Good understanding of use cases development, articulation of user needs, user story creation and backlog management.
7. Must have experience driving product from lab to market.
8. Ability to prepare and deliver presentations.

Preferences:

1. Experience in agile methodology preferred.
2. Strong oral and written communication skills.
3. Strong attention to detail, process, and organization.
4. Positive, flexible person with the ability to work in a changing environment, identify and manage priorities.

Pay Range:

$145,200.00 - $242,000.00
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.

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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.