AVP, Product Owner - Advisory Investment Management

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview: 

LPL Financial is seeking an AVP, Product Owner within LPL's Product Management, one of the most visible departments in our organization. As a trusted business partner you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decision in our Advisory Investment Management platforms, focusing on advisor experience, operational efficiency, model management, money manager integration, trading platforms, and related technology and vendor solutions. 

To be successful in this role, the candidate should have strong understanding of complexities in how financial professionals run their practice with focus on advisory business, centralized portfolio management teams operations, UMA account structures and interactions between parties involved in account management, and detailed understanding model and portfolio construction. Having a consulting mindset and good understanding of the financial services and the regulatory environment we operate, as well as Agile software development and management is critical.  The candidate needs to lead interactions with customers, business leads, cross-functional teams internally and external business partners to drive key outcomes in support of our strategy. 

The AVP, Product Owner helps bring purpose to the Scrum Team and is charged with maximizing the value of the team’s work. The Product Owner maintains the Product Backlog and works closely with Stakeholders, Customers, and the Business to cultivate and nurture a community around the product. The 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.” 

Responsibilities: 

• Meet with Stakeholders to understand the strategic vision for the Product and collaborate with the Product Manager to define Features 

• Break Features down to User Stories and prioritize the Product Backlog ​

• Be a conduit between the Scrum Team and the Business to eliminate interruption to drive collaboration and coordination across business and technology throughout the development process 

• Communicate with stakeholders, end users, business and IT and manage partner their expectations 

• 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 Scrum Ceremonies 

• Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review 

• Represent the Scrum Team at SoS and keep a pulse on the direction of the Program 

• Contribute to the efforts of the Digital Transformation and Product Management team by executing strategies that help LPL evolve into an industry leading organization, delivering enviable digital functionality and customer experiences. 

• Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives 

• Ensure effective reporting of all products to enable stakeholders, sponsors and management to make appropriate decisions 

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: 

• Minimum of 6 years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm 

• Minimum of 3 years experinece in product management experience within and agile delivery framework

• Minimum of 2 years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment 

• Experience leading a cross-functional team and driving outcomes without having direct authority in a fast-paced, changing environment 

Core Competencies: 

• Flexibility and organizational change management experience. 

• The ability to work in a cross-functional team and drive outcomes without having direct authority. 

• Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as one of the recognized subject matter experts on the team. 

• Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases. 

• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.