AVP, Product Manager

Product ManagerThe Investor Experience organization is currently hiring a Product Manager to lead and help grow our Client and Meeting Management products. This role will be responsible for leading the development and execution of our CRM product strategies, ensuring alignment with business goals, and driving innovation within the CRM space. This role requires strong leadership, technical expertise, and the ability to collaborate effectively with various stakeholders.Responsibilities:Determine advisor needs and desires through interviews, market research, competitive research and insights from our stakeholders to support the technology needs of our users.Define mid- and long-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.Develop metrics to assess the success of products and features and determine necessary enhancements.Support the implementation of new offerings through requirements gathering, requirements writing, testing, and participation in and evaluation of prototypes and pilots.Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team and stakeholder community.Working closely with a cross-functional team to develop feature set priorities to execute and achieve the overall strategic product vision.Identifying requirements and writing user stories.Providing research, analysis, project management, and UAT testing support on a variety of strategic initiatives.Completing ad hoc assignments that assist in development and implementation of strategies and new processes.Synthesizing internal and industry data into themes and patterns to provide insights and data-driven recommendations.What are we looking for?We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.Requirements:Bachelor's degree in a related field. Advance degree preferred.5+ years of experience in product management or technical product ownership, with emphasis on platform products or infrastructure services.Core Competencies:Deep understanding of CRM capabilities and competitive landscape in the financial services space. Scheduling application understanding a plus.Experience with agile frameworks such as SAFe, Agile or Kanban in enterprise environments.Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations while serving as a recognized subject matter expert on the team.Ability to build and foster enduring relationships with clients and cross functional teams.Empathy for the user experience and a passion for delivering outcomes that improve that experience.Good understanding of use cases development, articulation of user needs, user story creation and backlog managementMust have experience driving product from lab to market.Ability to prepare and deliver presentations.Preferences:Bachelor's degree strongly preferred; an MBA is a plusBackground in a client-facing role and/or the financial services industry a plusCRM Domain expertiseWealth management industry experience preferredPay Range: $106,088-$176,813/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerCompany Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.