VP, Product Management & Business Transformation

Job Overview

LPL Financial is seeking a VP, Product Management & Strategy within LPL's Advisor Experience organization. This role sits at the intersection of Product, Operations, Technology, Risk, Compliance, and Advisor Solutions, driving strategic initiatives that improve advisor experiences, operational efficiency, and business outcomes.

Responsibilities

• 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
• 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)
• Avoidance of interruption
• 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 CLR 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
• 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

Requirements

• Minimum 15+ years of experience across product management, business transformation, strategy execution, operations leadership, program management, or related leadership roles within financial services
• Minimum of 12 years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
• Minimum of 5 years as a Product Owner and/or Manager working with Agile/Scrum
• Experience owning enterprise products, operating models, or business capabilities with significant regulatory, operational, or client impact

Core Competencies

• Demonstrated success leading large transformation programs involving business process redesign, technology modernization, and organizational change
• Strong understanding of governance, risk management, controls, audit, and regulatory environments
• Experience developing executive-level reporting, metrics, business cases, and strategic planning materials
• Proven ability to influence executive stakeholders and drive alignment across large organizations
• Experience working within Capital Markets, Wealth Management, Brokerage, Custody, Retirement Services, or related financial services domains

Preferences

• Operational Leadership – Builds scalable operating models and drives execution across complex organizations
• Product Strategy – Defines product vision, roadmap, and priorities aligned to business goals
• Agile/Scrum Execution – Leads backlog management and guides teams to deliver high-value solutions
• Business Transformation – Leads backlog management and guides teams to deliver high-value solutions
• Capital Markets & Wealth Management Expertise – Applies deep understanding of financial products, market structure, regulatory requirements, and operational workflows
• Cross-Functional Leadership – Aligns business and technology teams to drive execution and outcomes
• Data-Driven Decision Making – Uses metrics and insights to inform product and business decisions
• Client Focus – Prioritizes solutions that enhance advisor and client experience