LPL Financial

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!

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 18,000 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:

This position is a part of the Data & Analytics (D&A) product team that supports our institutions and large enterprises to deliver capabilities for their data and reporting needs. As a Vice President for Product Management - Data Distribution, the primary responsibility will be to manage the prioritization and delivery of data distribution and external data reporting to meet the needs of our customers. This role will be crucial in determining the appropriate delivery methods, strategy for future product development, support for existing data distribution processes, and working closely with the Data Distribution & Data Share technology team.

Responsibilities:

• Lead end-to-end product management and strategy for bulk data distribution and data sharing with our institutions, large enterprises, and vendors
• Work with business partners and contribute to strategic solutions for data and reporting needs for our institutions
• Collaborate with various business teams to understand data distribution requirements and prioritize them based on needs of the business
• Help manage product tooling (Aha, Jira) and participate in agile ceremonies (e.g., PI planning)
• Develop executive level presentations and business cases to articulate strategic value of data distribution aligned with business objectives
• Interact with clients (e.g., Institutions, Large Enterprises, etc.) to build product backlog, remediate issues, and understand their needs for our data
• Ensure strong governance processes are in place for distribution including data quality controls, access controls, etc.
• Evaluate and determine the most appropriate distribution methods and channels for different data products. Ensuring data is delivered accurately, securely, and in a timely manner to stakeholders and subscribers.
• Be a thought leader for product development specific to the data and reporting needs for our institutions and large enterprises
• Please note: Additional responsibilities or duties may be assigned as needed or determined.

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:

• At a minimum, a bachelor’s degree with approximately 7+ years of related work experience including proven experience as a product owner, product manager, or similar product role, preferably in a data-focused environment.
• Experience in the Wealth Management, Asset Management, Insurance, or Financial Services industry

Core Competencies:

• Proven history of ability to tailor communications to a wide range of audiences including clients, technical teams, business stakeholders, legal, information security, etc.
• Excellent analytical and problem-solving skills, with an ability to make data-driven decisions.
• Strong organizational and prioritization abilities.
• Ability to develop executive level materials by synthesizing key insights, simplifying technical nuances, and elevating them to a strategic business discussion with senior leadership.

Preferences:

• Understanding of Snowflake, AWS, and/or other cloud-based data platforms, and their capabilities for managing large scale data distribution.
• Working knowledge of data warehousing, data integrations, and ETL processes.

Pay Range:

$132,080-$198,120/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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We take social responsibility seriously. Learn more here

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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.