Are you interested in being part of a team that is working to transform and do things differently? Do you want to work with cutting-edge technology? 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 20,000 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:
ClientWorks is our comprehensive advisor workstation designed — and continually refined — to 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.
Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they have more time to engage with their clients and prospects. The Product Manager in this role will be dedicated to achieving that outcome by optimizing the performance and navigability of ClientWorks as well as delivering a suite of platform capabilities that optimize value delivery for our other product development teams.
Responsibilities:
- Leverage thorough research and analysis to define the long-term platform development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables, metrics and milestones.
- Closely partner with our Product Experience (PX) team to establish and enforce a cohesive user experience framework for desktop, tablet and mobile.
- Closely partner with our Infrastructure, Architecture and Enterprise Data teams to co-author a technical roadmap that ensures ClientWorks is blazing fast and always available for our users.
- Streamline the development lifecycle for ClientWorks product & technology teams by reducing their cost and time to deliver value to our users.
- Partner with key stakeholders to define and enforce system-wide compliance of non-functional requirements related to performance, accessibility, interoperability, etc.
- Develop and monitor metrics to track the success of platform improvements and its impact on our ability to deliver value to our users.
- Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs.
- Manage a small team of Product Managers and/or Product Owners responsible for the capabilities within this product suite.
- Stay up to date on market trends, emerging technologies, and best practices in product management and implement the latest learnings into our process and product.
What We’re Looking For:
We want strong leaders who can deliver a world-class user experience. We are looking for people who thrive in a fast-paced environment, are user-focused, team-oriented, and able to execute in a way that accelerates creativity and continuous improvement. It's important that you can understand the story of our users and their clients and use that knowledge to advocate passionately on their behalf to make their technology experience better on a day-by-day basis.
Requirements:
- 10+ years of experience in product management roles building digital products or technology-enabled services.
- 3+ years of experience developing, cultivating, and leading strong, high-performing product teams in an agile environment.
Core Competencies:
- Demonstrated business acumen and the ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap.
- Ability to work on a cross-functional team and drive outcomes, including without having direct authority.
- Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
- Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team.
- Demonstrated ability to interact with and influence senior and c-suite leaders.
- Familiarity with responsive design and mobile frameworks (web, iOS and Android).
Preferences:
- Agile and/or SAFe trainings and certifications.
- Knowledge of UI/UX fundamental principles.
Pay Range:
$145,280-$217,920/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.
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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.
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