AVP, Product Owner

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Product Manager – Investment Reporting & Client Experience
Are you passionate about delivering exceptional client experiences through innovative product solutions? Join LPL Financial as a Product Manager – Investment Reporting & Client Experience, where you’ll play a critical role in shaping how advisors and clients engage with reporting, statements, and key investment insights.

Job Overview
We are seeking a highly motivated Product Manager with experience in investment services or banking to help lead and evolve our advisor‑ and client‑facing reporting platforms. This role sits at the intersection of business, technology, and client experience, with a strong focus on statement production, performance reporting, and data‑driven communication.

As the voice of the customer and business, you will own product strategy and execution for key reporting capabilities. You will partner closely with engineering, operations, marketing, and stakeholders across LPL to deliver enhancements and new solutions that improve transparency, usability, and overall client satisfaction.

Responsibilities

Lead product strategy, roadmap development, and execution for LPL’s investment reporting and statement platforms

Become a subject matter expert in the functionality, usage, and architecture of LPL’s statement production and distribution systems

Review, organize, and prioritize product enhancement requests, feature ideas, and defect remediation

Gather and synthesize feedback from advisors, clients, and internal stakeholders to inform product decisions

Create and maintain business requirements documents (BRDs), epics, features, and user stories

Partner closely with engineering teams throughout the full product development lifecycle

Collaborate with marketing and communications teams on product positioning and go‑to‑market initiatives

Support product releases, adoption efforts, and continuous process improvements

Ensure product decisions align with client needs, regulatory considerations, and business objectives

Requirements

Bachelor’s degree or equivalent professional experience

5+ years of experience in product management, business analysis, or a related role

Experience working within financial services, investment management, or banking environments

Demonstrated experience with Agile product management, backlog prioritization, and roadmap ownership

Strong experience translating business needs into BRDs, user stories, and product specifications

Core Competencies

Customer‑centric mindset with strong advocacy skills

Analytical and data‑driven problem‑solving abilities

Excellent written and verbal communication skills

Strong stakeholder management and cross‑functional collaboration

Ability to operate effectively in complex, regulated environments

Preferences

Experience with investment reporting, client statements, or performance analytics platforms

Familiarity with statement production, data management, or large‑scale client communications systems

Pay Range
$120,098.00 – $200,232.00

Benefits & Total Rewards
Actual base salary varies based on factors such as relevant skill, prior experience, education, and geographic location. The LPL Total Rewards package is highly competitive, including 401(k) matching, health benefits, employee stock options, paid and volunteer time off, and more.

Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans.

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. LPL will not request any form of payment or personal banking information. For questions regarding the application process, contact LPL’s Human Resources Solutions Center at (855) 575‑6947.

Employment Information
Principals only. EOE.

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