Product Manager, AVP

3 weeks ago


San Diego, United States LPL Financial Full time

Product Manager, AVP Job Overview We are seeking a strategic and execution‑focused Product Manager to lead the vision, delivery, and operational excellence of our Agent Tools ecosystem, including Microsoft Dynamics, NICE Softphone, and related platforms. This role ensures alignment across stakeholders, drives cross‑functional initiatives, and delivers seamless agent experiences. Responsibilities Collaborate with engineering, UX, and vendor teams to deliver high‑impact features and enhancements. Analyze product performance and user feedback to drive continuous improvement. Advise senior leadership as a strategic partner to ensure alignment across initiatives. Lead the planning, execution, and delivery of projects related to agent tools and operational enhancements. Develop and maintain comprehensive project plans, schedules, and resource allocations. Track progress, mitigate risks, and ensure timely delivery of milestones. Facilitate cross‑functional planning, communication, and decision‑making processes. Prepare executive‑level updates, dashboards, and presentations to communicate project status and outcomes. Identify and eliminate blockers across teams to accelerate delivery. Support change management, training, and rollout activities for new features and tools. Document processes and ensure compliance with governance standards. What We’re Looking For Strong collaborators who can deliver a world‑class client experience and thrive in a fast‑paced, client‑focused, team‑oriented environment. We value creativity, continuous improvement, and the ability to execute. Requirements Bachelor’s degree in a related field. 5+ years of experience in product management, consulting, or program & project management. 5+ years of leading strong, high‑performing teams in an agile environment. Preferences PMP, Agile/Scrum, or SAFe certification (preferred). Experience working with call center software and the telephony sector. Track record of deploying customer‑centric initiatives to drive improvement. Experience presenting business cases and funding requests to senior leaders. Experience driving outcomes in a cross‑functional team without direct authority. Proficiency with Jira, Confluence, Smartsheet, or MS Project. Core Competencies Comfortable navigating ambiguity and driving clarity across teams. Excellent written and oral communication; ability to present to senior leadership. Strong analytical skills to evaluate business opportunities and outcomes. Consensus‑builder who drives change and evaluates complex business challenges. Pay Range $106,088 – $176,813 per year (actual base salary varies by experience, skill, and location). Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest‑growing wealth‑management firms in the U.S., supporting over 29,000 financial advisors and 1,100 financial institutions. We provide advisor‑affiliation models, investment solutions, fintech tools, and practice management services, enabling advisors and institutions to thrive. Join LPL Financial At LPL Financial, we believe everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer a cutting‑edge technology platform and a culture that fosters creativity, growth, and impact. Why LPL? Innovative environment with supportive leadership. Unlimited career potential. Unified mission focused on advisors. Meaningful impact in a collaborative setting. Commitment to equality and diversity. Community focus and charitable involvement. Comprehensive Total Rewards package. Interview Information LPL will only communicate with a job applicant directly from a @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. We will not request payment or sensitive financial information. For questions, contact LPL’s Human Resources Solutions Center at (855) 575‑6947. Principals only. EOE. EAC1.22.25 #J-18808-Ljbffr



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