AVP Product Manager, Planning Services

San Diego, CA, United States

AVP Product Manager, Planning Services page is loaded AVP Product Manager, Planning Services Apply locations San Diego Fort Mill, SC time type Full time posted on Posted 30+ Days Ago job requisition id R-036962 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

LPL’s Planning & Advice Services product management team is hiring a product manager to drive experimentation with new service offerings, industry and user research, and help defin e best practices for financial planning with in our team . In this role you will be the critical bridge between product craft and service expertise . You will work closely with service delivery, design, and client success, and engineering to refine existing offerings, launch new services, and build new technology to keep our planning service offering at the leading edge of the indusry.

Our team offers LPL advisors one subscription to access any resource they may need to ramp up financial planning, from outsourc ing financial plan creation so they can focus on client-facing work, access to of specialists in areas like tax, investment analysis, and estate planning for high net worth clients, or even 1:1 coaching on how to optimize their financial planning practice to suit their goals .

The right candidate will bring knowledge of financial planning, a strong desire to grow in the product management craft, and a willingness to run with a wide variety of projects at varying altitudes - whatever is needed to keep building the business. This role can be based out of San Diego, Tempe, Austin, or Fort Mill, SC.

Responsibilities:

Understand customers' needs and desires through customer interviews, compiling feedback from our sales and client success team s to inform our roadmap

Keep our team abreast of competitor activity with market research and competit or teardowns

Continue to ensure success of existing products by partnering with product delivery teams to regularly review best practices

Take a data-based approach to enhance existing services and/ or build new service offerings by partnering with vendors , service delivery, and LPL technology including defining wireframes, functional specifications and operational flowcharts.

Define and continually refine key attributes of existing and new offerings including the product pricing, business case, economics, and operational model

Sourcing latest technologies and maintain professional and technical knowledge by attending conference; establishing personal networks; and participating in professional societies.

Define mid and longer term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.

Develop metrics to assess the success of products and features and determine necessary enhancements

What does your success look like in the first 90 days

Understand the product vision,

B ecome a subject matter expert on our users ’ (advisors and investors) needs with respect to financial planning ,

Understand our current competition, both direct and indirect

Take ownership of a research & experimentation roadmap and work closely with your design, technical PM, and dev lead to shape it

Assess our existing product portfolio and roadmaps

Build relationships with your team and broader organization

Requirements:

2 + years of e xperience with financial planning

2+ year experience working with product or service teams to develop product strategies.

2 + years of professional experience within product or service management roles .

Preferences:

Bonus points for CFP designation, past experience as a financial advisor, or serving high net worth clientele

Pay Range:

$113,440-$170,160/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 @lp lfinancial.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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