Posted in Other 30+ days ago.
Type: Full Time
The Investor and Investment Solutions (IIS) organization is expanding its product management team and currently hiring a leader to drive the management and execution of key business growth initiatives. The ideal candidate will have knowledge of our competitive landscape and understand the needs of our advisors and be comfortable driving outcomes across broad cross-functional teams
The Product Management team within LPL s Investor & Investment Solutions (IIS) group is responsible for delivering a highly competitive set of investment solutions and platform capabilities in order to drive key customer experiences and our ability to expand distribution by ensuring financial advisors can do business based on their affiliation model and financial practice needs.
This role is focused on the execution of our strategic roadmap to positioning our business model across the entire wealth management market. This position will be focused on driving forward initiatives around pricing and platform enhancements, custodial capabilities, advisor onboarding while working to solve prioritization, sequencing, and resourcing needs.
ESSENTIAL RESPONSIBILITIES
* Drive collaboration and document solutions with internal business partners to ensure our goals and objectives are moving forward according to tight time frames and that program launches meet all regulatory, legal, and compliance requirements
* Outline, deliver, and execute on competitive initiatives that enable LPL to extend our industry capabilities
* Continue to enhance workflow efficiencies and procedures for LPL s advisor support models of recruiting, onboarding, and operating platform success
* Gather recommendations from feedback from advisors, stakeholders, and key internal partners
* Support the management team in providing high-quality executive-level updates
* Strong capability to drive projects, initiatives, decisions, and tasks forward
* Works with a diverse group of cross-functional teams in a process-driven manner to ensure creative and continuous improvements with the goal of exciting our advisor base, leading the market, and attracting additional business
QUALIFICATIONS
* Passion for optimizing the Advisor and Investor experience and ability to collaborate and execute
* Bachelor s degree in a related field; MBA or other advanced degree preferred or equivalent experience
* 4-7+ years of experience in product management related roles with a broker-dealer, custodian, RIA, investment, wealth management, or financial services firm
* Experience in project management, six sigma, product life cycles, and/or composing technical business requirement documents are favorable
* Compliance experience, FINRA Licenses, or industry designations preferred
* Expert consensus builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges
* Experience in authoring, reviewing, and managing Business Requirements Documents and other critical documents in the SDLC process
* Leadership and team change management experience
* Effective communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serves as the recognized subject matter expert
* Demonstrated ability to interact and demonstrate business acumen with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests needed to further drive the execution of the Advisor Reporting roadmap
* Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
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 @LPL.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.
|
Samuel, Son & Co. (USA) Inc. |
|
Shoe Carnival, Inc. |
|
Incedo Inc. |