AVP, Product Owner
Not Disclosed•Full-TimeOn-site
location_onBig Bully Turf, 350, Front Street, Banker's Hill, San Diego, San Diego County, California, 92101, United States
Where Ambition Meets Innovation
Build a career that matches your initiative with an impressive dose of innovation. At LPL Financial, you will find the ingredients you need to shape your success while helping clients pursue their financial goals. From cutting-edge resources and a collaborative environment to the freedom to make an impact, we provide the setting for your growth.
About the Team
LPL Financial Holdings Inc. is among the fastest-growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, we support over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. We service and custody approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
At LPL, independence means that advisors and institution leaders have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business. We take care of our advisors and institutions so they can take care of their clients. Our unified mission is simple: we are one team on one mission—taking care of our advisors so they can take care of their clients.
About the Role
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 will play a critical role in shaping how advisors and clients engage with reporting, statements, and key investment insights.
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.
Why LPL?
- Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
- Impactful Work: Our size is just right for you to make a real impact.
- Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
- Community Focus: We care for our communities and encourage our employees to do the same.
Hiring Process & Application
Please log in or create an account to apply to this position. Principals only.
Interview Security Notice: 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.
Equal Opportunity
We consider qualified applicants regardless of background. LPL supports workplace equality and embraces diverse perspectives and backgrounds.
Work location
Work model: On-site
Big Bully Turf, 350, Front Street, Banker's Hill, San Diego, San Diego County, California, 92101, United States
San Diego, California
Key Responsibilities
- check_circleLead product strategy, roadmap development, and execution for investment reporting platforms
- check_circleReview, organize, and prioritize product enhancement requests and defect remediation
- check_circleGather and synthesize feedback from advisors and clients to inform product decisions
- check_circlePartner with engineering teams throughout the full product development lifecycle
- check_circleCollaborate with marketing teams on product positioning and go-to-market initiatives
- check_circleSupport product releases, adoption efforts, and continuous process improvements
- check_circleEnsure product decisions align with client needs, regulatory considerations, and business objectives
- check_circleCreate and maintain business requirements documents, epics, features, and user stories
Requirements
- verifiedBachelor's degree or equivalent professional experience
- verified5+ years of experience in product management, business analysis, or a related role
- verifiedExperience working within financial services, investment management, or banking environments
- verifiedDemonstrated experience with Agile product management, backlog prioritization, and roadmap ownership
- verifiedStrong experience translating business needs into BRDs, user stories, and product specifications
Nice to Have
Experience with investment reporting, client statements, or performance analytics platforms. Familiarity with statement production, data management, or large-scale client communications systems.
Benefits & Perks
check_circle401K matchingcheck_circleHealth benefitscheck_circleEmployee stock optionscheck_circlePaid time offVolunteer time off
Similar Job Opportunities
Director, Actuarial Loss Analytics and Reserving
Granite & Marble Express, Inc. • Alpharetta, Georgia
$133k-219karrow_forward
Vice President, eTrading Rates Product Owner
Wells Fargo • New York, New York
$191k-305karrow_forward
Reporting lead product delivery manager - Payment - Vice President
JPMorganChase • Wilmington, North Carolina
Not Disclosedarrow_forward
Skills, education and keywords
Skills: Agile Product Management, Backlog Prioritization, Roadmap Ownership, Business Requirements Documents, User Stories, Product Specifications, Investment Reporting, Client Statements, Performance Analytics, Statement Production.
Education: Bachelor's degree or equivalent professional experience.
Frequently asked questions about AVP, Product Owner at LPL Financial
What does a AVP, Product Owner at LPL Financial do?expand_more
Day-to-day, the AVP, Product Owner at LPL Financial will lead product strategy, roadmap development, and execution for investment reporting platforms; review, organize, and prioritize product enhancement requests and defect remediation; gather and synthesize feedback from advisors and clients to inform product decisions; and partner with engineering teams throughout the full product development lifecycle.
What are the requirements for this AVP, Product Owner role?expand_more
LPL Financial is looking for candidates who meet the following 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; and Strong experience translating business needs into BRDs, user stories, and product specifications.
Where is the AVP, Product Owner role at LPL Financial located?expand_more
AVP, Product Owner at LPL Financial is based in Big Bully Turf, 350, Front Street, Banker's Hill, San Diego, San Diego County, California, 92101, United States. This is a on-site role.
Is this AVP, Product Owner job remote, hybrid, or on-site?expand_more
LPL Financial has listed this AVP, Product Owner role as on-site.
How much experience is required for this AVP, Product Owner role?expand_more
AVP, Product Owner at LPL Financial typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the AVP, Product Owner role at LPL Financial?expand_more
Key skills for AVP, Product Owner at LPL Financial include Agile Product Management; Backlog Prioritization; Roadmap Ownership; Business Requirements Documents; User Stories; Product Specifications; Investment Reporting; and Client Statements.
What education is required for AVP, Product Owner at LPL Financial?expand_more
Educational requirements for this role: Bachelor's degree or equivalent professional experience.
What category does the AVP, Product Owner role belong to?expand_more
AVP, Product Owner at LPL Financial is part of the accounting & finance job category on Recrutus.