What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

JOB OVERVIEW:

LPL Financial is seeking an AVP, Product Owner within LPL’s Product Management, one of the most visible departments in our organization. As a trusted business partner you will drive outcomes, lead cross-functional teams, drive strategy and lead the design, development, and optimization of end-to-end experiences for our retirement products, related advisor experience, operational efficiency, and related technology and vendor solutions.
To be successful in this role, the candidate should have strong understanding of complexities in how financial professionals run their practice with focus on advisory and brokerage business, retirement products, ensuring alignment with customer needs, business goals, and regulatory requirements. Having a consulting mindset and good understanding of the financial services and the regulatory environment we operate, 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.
The AVP, Product Owner helps bring purpose to the Scrum Team and is charged with maximizing the value of the team’s work. The Product Owner maintains the Product Backlog and works closely with Stakeholders, Customers, and the Business to cultivate and nurture a community around the product. The Product Owner is a liaison between the Scrum Team and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product Owner provides “who, what, and why” so that the Scrum Team can answer “how.”

WHAT ARE WE LOOKING FOR?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

REQUIREMENTS:

• 5-10+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
• 2+ years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
• Experience working with retirement products
• Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred
• Ability to work well in a fast-paced, changing environment

• Meet with Stakeholders to understand the strategic vision for the Product
• Collaborate with the Product Manager 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 their 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 has been 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