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AVP, Product Management

LPL Financial

LPL Financial

Charlotte, NC, USA · Remote
Posted on Friday, September 1, 2023

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? 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

The Investor Experience organization is currently hiring a Product Manager, responsible for the Advisor Digital Office products. This role is responsible for understanding advisors’ email and office communication needs (e.g. chat), and ensuring they have the tools available to meet those needs. This role will organize and lead the migration of advisor email capability from on-prem to cloud based services. The role will also be instrumental in making other Microsoft Office 365 products (e.g. Teams) available to advisors.


  • Invest time interacting with advisors to learn their email and office communication needs

  • Define product objectives, roadmaps and priorities

  • Establish success metrics for the products and deliver best outcomes for our advisors and LPL

  • Secure funding to fulfill the product objectives and manage to the approved budget

  • Partner with the Product Owner to deliver product capabilities to advisors and their staff

  • Document and manage execution-level work plans and tasks

  • Develop expertise in Microsoft email and office communication solutions (e.g. Teams)

  • Develop expertise in other vendor office communication solutions (e.g. Slack)

  • Manage existing vendor solutions and on-board new vendor solutions when needed

  • Collaborate with compliance partners to ensure solutions fulfill regulatory compliance requirements

  • Collaborate with a cross-functional team of subject matter experts and impacted resources to deliver new product capabilities effectively

  • Establish success metrics for the products and deliver best outcomes for our advisors and LPL

  • Create professional presentations that help stakeholders engage effectively in problem solving and decision-making throughout the product journey

What We’re Looking For

Ideal candidate has 3+ years of experience as a Product Manager (different from Product Owner) and is fluent in the role/responsibilities of a Product Manager. They are experienced leading complex product transitions and avoiding business disruption. They are highly organized and make it easy for others to deliver their work. They have either direct experience managing email and office communication products, or are capable of learning them rapidly.


  • Minimum 3 years of experience as a Product Manager

  • 1 plus years experience with operational teams, processes and tools needed to ensure resources are effective

  • 1 plus years experience forecasting funding needs and championing for those funds during planned and off-cycle funding events

  • 1 plus years experience managing 3rd party solutions and relationships

Core Competencies:

  • Excels at solving complex problems that carry high risk of business disruption

  • Excels leading large cross-functional teams to achieve a common objective

  • Strong technical aptitude

  • Strong risk management background; able to work with effectively with Compliance, Legal and Risk to identify and manage product risks.

  • Data-driven decision maker

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

  • Strong bias for action; takes initiative and overcomes obstacles to achieve deliverables within required timelines

  • Develops and delivers professional presentations, using storytelling to engage the audience towards a specific objective

  • Comfortable interacting directly with advisors both 1:1 and in large groups

  • Curious learner who develops hands-on expertise in their products and related processes

  • Effective at delivering new capabilities using Agile methodology

  • Positive leader who demonstrates LPL values and inspires the best in others


  • Experience with Office 365 email and office communication solutions

  • Experience in Wealth Management

Pay Range:


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 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 (800) 877-7210.