AVP, Product Owner

Product Manager – Investment Reporting & Client Experience

Where Ambition Meets Innovation. Build a career that reflects your initiative and curiosity, supported by innovation and collaboration. At LPL Financial, you’ll have access to modern tools, a team-oriented environment, and the opportunity to make a meaningful impact—helping advisors and clients pursue their financial goals while shaping your own growth.
Job Overview

LPL Financial is seeking a Product Manager to help guide and evolve advisor- and client-facing investment reporting experiences. This role focuses on reporting, statements, and investment insights, and works at the intersection of business needs, technology solutions, and client experience. As a key contributor, you will represent the perspectives of advisors, clients, and internal partners while guiding product strategy and execution. You will collaborate closely with engineering, operations, marketing, and other stakeholders to deliver enhancements that support clarity, usability, transparency, and client satisfaction.
Responsibilities

Guide product strategy, roadmap planning, and execution for investment reporting and statement platforms
Develop knowledge of the functionality, usage, and architecture of statement production and distribution systems
Review, organize, and prioritize enhancement requests, feature ideas, and defect resolution efforts
Gather and synthesize feedback from advisors, clients, and internal partners to inform product decisions
Create and maintain business requirements documents, epics, features, and user stories
Partner with engineering teams throughout planning, development, testing, and release activities
Collaborate with marketing and communications teams on product positioning and launch activities
Support product releases, adoption initiatives, and continuous improvement efforts
Consider client needs, regulatory requirements, and business goals in product decision-making
What We’re Looking For

You bring a client-focused mindset and enjoy working across teams to deliver thoughtful, practical product solutions. You are comfortable navigating changing priorities, working through ambiguity, and translating complex needs into clear, actionable outcomes.
Requirements

Bachelor’s degree or equivalent professional experience
Experience in product management, business analysis, or a related role
Experience within financial services, investment management, or banking environments
Experience working with Agile product practices, including backlog management and roadmap planning
Experience translating business needs into business requirements documents, user stories, and product specifications
Core Competencies

Client-centered approach with the ability to represent user and business perspectives
Analytical and data-informed problem-solving skills
Clear written and verbal communication
Ability to collaborate across teams and manage stakeholder relationships
Comfort working within regulated and complex environments
Preferences

Experience with investment reporting, client statements, or performance analytics solutions
Familiarity with statement production, data platforms, or large-scale client communications systems
Pay Range: $120,098.00 - $200,232.00
Benefits: 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
EOE.

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