JOB OVERVIEW:

LPL Financial is seeking an AVP Product Owner within LPL’s Product Management, one of the most visible departments in our organization. You will be responsible for developing strategies, goals, and plans for new products or product enhancements. As a trusted business partner, you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions within our Life Insurance platforms. Strong Annuities platform experience is a huge plus. This position works closely with senior management, marketing, sales, development, operations, compliance, legal, finance, and customer support teams to ensure that all aspects of product launch or enhancement are addressed.
To be successful in this role, the candidate should have a strong understanding of complexities in how financial professionals run their practice with focus on Annuity and Life Insurance business. Having a consulting mindset and a good understanding of the financial services and the regulatory environment, as well as Agile software development and management is critical. The candidate needs to lead interactions with customers, business leads, cross-functional teams internally and external business partners to drive key outcomes in support of our strategy.

WHAT ARE WE LOOKING FOR?

We want strong collaborators who can deliver world-class client experiences. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.

REQUIREMENTS:

• 5+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
• 3+ JIRA experience
• 2+ years of Annuity and Life Insurance Industry experience
• 2+ years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment

• Meet with Stakeholders to understand the strategic vision for the Product
• Collaborate with Product Managers to define Features
• Break Features down to User Stories and prioritize the Product Backlog
• Be a conduit between the Scrum Team and the Business to eliminate interruption
• Drive collaboration and coordination across business and technology throughout the development process
• Communicate with stakeholders, end users, business and IT and manage partner expectations
• Bring business expertise that prioritizes and accepts the work developed by team(s)
• Assist the Scrum Team with creating Acceptance Criteria and defining the team’s “Definition of Ready” and ‘Definition of Done”
• Be available to the Scrum Team to answer questions about the Product by attending Scrum Ceremonies
• Review User Stories to ensure all defined Acceptance Criteria are met
• Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review
• Represent the Scrum Team at SoS and keep a pulse on the direction of the Program
• Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success
• Contribute to the efforts of the Digital Transformation and Product Management team by executing strategies that help LPL evolve into an industry leading organization, delivering enviable digital functionality and customer experiences.
• Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives
• Establish effective working relationships with all stakeholders and ensure effective portfolio communications
• Ensure effective reporting of all products to enable stakeholders, sponsors and management to make appropriate decisions
• Formulate, organize and monitor inter-connected products and initiatives