Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL Financial is seeking an AVP, Product Owner within LPL’s Advisor Experience, one of the most visible departments in the organization. This role serves as a trusted business partner responsible for driving outcomes, leading cross-functional collaboration, and contributing to strategic decision-making through thoughtful analysis. The position plays a key role in supporting LPL’s ongoing digital transformation by aligning product delivery with business objectives.

The AVP, Product Owner is accountable for maximizing the value delivered by the Scrum Team, maintaining the product backlog, and ensuring alignment between stakeholders, customers, and development teams. This role partners across business and technology to define product roadmaps, refine requirements, and deliver solutions that enhance advisor and client experiences.

Responsibilities:

• Partner with stakeholders to understand and align on the strategic vision for assigned products
• Collaborate with Product Managers to define and refine product features
• Decompose features into user stories and prioritize the product backlog
• Act as a liaison between Scrum Teams and business stakeholders to streamline communication and minimize disruption
• Drive cross-functional coordination across business and technology teams throughout the product lifecycle
• Communicate with stakeholders, end users, and partners to manage expectations and ensure alignment
• Provide business context to inform prioritization and acceptance of delivered work
• Support the Scrum Team in defining acceptance criteria, Definition of Ready, and Definition of Done
• Participate in Agile ceremonies and remain accessible to the team for product-related questions
• Review completed user stories to validate acceptance criteria and quality standards
• Lead product demonstrations and gather feedback during sprint reviews
• Represent the Scrum Team in program-level discussions and maintain awareness of broader initiatives
• Advocate for team capacity and capabilities while setting appropriate expectations with stakeholders
• Contribute to digital transformation initiatives by executing strategies that enhance client experiences
• Support development of executive-level dashboards and reporting of key performance metrics
• Establish and maintain effective communication across stakeholders and leadership
• Monitor and report on product progress to support informed decision-making
• Coordinate and oversee interconnected product initiatives and dependencies

What are we looking for?

We are seeking individuals who consistently pursue greatness, act with integrity, and are driven to help our clients succeed. The ideal candidate thrives in a fast-paced environment, fosters collaboration to win together, and contributes to a positive team culture by helping to create and share joy while delivering meaningful outcomes.

Requirements

• 5–10+ years of experience in product management, consulting, program, or project management within financial services or fintech
• 5+ years of experience working in Agile environments with cross-functional teams
• 3+ years of experience serving as a Product Owner in a Scrum framework
• Experience working with financial industry data feeds and APIs
• Knowledge of investment and retirement products and financial industry trends

LI-Hybrid

Pay Range:

$109,283.00 - $182,104.00

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 offer!

Company 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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.