LPL Financial

LPL Financial is seeking a strategic and execution-focused Product Manager to lead the development and optimization of our case management systems and single pane of glass (SPoG) service tools. 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.

This role is critical to enhancing the service experience for advisors and internal teams by streamlining workflows, improving visibility, and driving operational efficiency.

Responsibilities

• Define and drive the product vision and roadmap for case management and single pane of glass (SPoG) service tools aligned with business goals.Collaborate with key stakeholders to define and prioritize features.
• Analyze user journeys and pain points to drive automation and reduce manual touchpoints.
• Evaluate third-party tools and platforms to enhance or replace existing systems where appropriate.
• Use analytics and feedback to inform product decisions, track adoption, and continuously improve the user experience.
• Support training, documentation, and communication efforts to ensure smooth adoption of new features and processes.
• Ensure all product features meet regulatory, security, and data privacy standards.
• Act as the advocate for advisors and service teams, ensuring their needs are reflected in product decisions.
• Stay informed on industry trends and emerging technologies to continuously evolve the service experience.

What We’re 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.

Ideal candidate has 3+ years of experience as a Product Manager using Agile methodology. They are fluent in the role/responsibilities of a Product Owner and understand how it complements the role of the Product Manager and Product Management framework. They are confident working with 3rd party vendors as well as internal teams. They are highly organized and proficient with critical tools like Jira and Confluence to manage Product delivery. They are experienced leading cross-functional teams thru Product ceremonies and ad-hoc working sessions.

Requirements

• Bachelor's degree or higher
• 3-5 years of product manager experience or relevant business work experience, ideally scaled agile.

Preferences

• Background in service operations or customer support tools.
• 3+ years of product management experience, ideally in fintech or enterprise SaaS.
• Strong understanding of case management systems (e.g., MSFT Dynamics, Salesforce Service Cloud, Zendesk).
• Experience designing or managing SPoG or unified service dashboards.
• Proven ability to work cross-functionally in a fast-paced, regulated environment.
• Excellent communication, stakeholder management, and analytical skills.
• Familiarity with agile methodologies and product lifecycle management.

Core Competencies:

• Strong analytical skills and data-driven decision maker
• Strategic thinking to prioritize initiatives that deliver maximum value.
• Strong sense of personal accountability for work
• Highly organized and thrives on documenting details and managing follow-thru
• Expertly leverages tools like Jira and Confluence to manage all deliverables
• Curious learner who develops hands-on expertise in their products and related processes
• Strong technical aptitude
• Demonstrates bias for action and takes initiative to advance opportunities or solve problems
• Excels leading large cross-functional teams to achieve a common objective
• Excels at solving complex problems with relevant subject matter experts
• Experience with operational teams, processes and tools needed to ensure they are prepared to support advisors as new features are delivered

Pay Range:

$106,088-$176,813/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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.

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