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AVP, Product Owner- 3rd Party Integrations

LPL Financial

LPL Financial

Multiple locations
Posted on Friday, January 26, 2024

Are you a team player? Are you curious to learn? 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!

Excited to learn more? If so, then this could be the role 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 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.

Job Overview:

The Investor Experience organization is currently hiring a Product Owner responsible for building and delivering Advisor solutions related to Enterprise systems and 3rd party Technology integrations.

The ideal candidate will have knowledge of our competitive landscape, understand the needs of our advisors, and be comfortable working independently to drive outcomes across broad cross-functional teams. An ideal candidate will need to gain a full understanding of what our clients need and work on solutions to govern all aspects of the solution including data, experience, compliance, legal, support and ad hoc needs. This role will embrace strategic, entrepreneurial, analytical, and product management skillsets to support our products as we continue to grow our client base. We are shaping an end-to-end business friendly experience for our clients that meets their growing needs in an adaptable and technical proficient means.


  • 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.

  • Assisting with analysis, data mapping, user stories, use cases, communications, training and testing

  • Provide leadership across cross functional teams to prioritize and bring working solutions to our clients in a timely and cost-effective manner.

  • Collaborate closely with UI/UX experts to create user-centered, intuitive experiences that increase customer satisfaction, user adoption.

  • Manage the production and development of APIs, consult, and support our end clients directly as a trusted partner to their business.

  • Assist the development team in API development according to end-user needs, help with the testing of the functionality, security, and overall performance of the APIs.

  • Contributing to and maintaining a positive team culture that values high performance, collaboration, and transparency.

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

  • Collaborate with 3rd party Vendors to define and develop third party solutions to meet Advisor needs.

  • 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.

  • Have a passion for helping our advisors and a willingness to do what’s needed across a variety of functions and products. You will work closely with technology, marketing, research, design, consultants, and leaders to drive the best product outcomes for our clients.

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 can execute in a way that encourages creativity and continuous improvement.


  • Bachelor’s degree in a related field. Advanced degree preferred.

  • 5+ years of experience in product management within a financial service or related fintech firm

  • 1+ Experience in building and launching various APIs, including API-based products and services.

Core Competencies:

  • Strong team player with the ability to work effectively in a group and independently.

  • Must be able to take initiative and “make things happen” with timelines and deadlines, self-starter and independent contributor.

  • Good understanding of use cases development, articulation of user needs, user story creation and backlog management

  • Must have experience driving product from lab to market.

  • Ability to prepare and deliver presentations.

  • Analytical skills with experience in various databases and applications

  • Data specific background with analytics skills in Excel, SQL, Tableau, and various data analytics and reporting functions


  • Experience in agile methodology preferred.

  • Strong oral and written communication skills

  • Strong attention to detail, process and organization

  • Positive, flexible person with the ability to work in a changing environment, identify and manage priorities.

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 @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 (800) 877-7210.