VP, Product Management - W2 & Affiliate Models
$135.96k - $226.6kLPL Financial
Where Ambition Meets InnovationBuild 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:The VP, Product Management is responsible for the end‑to‑end product experience for W2 and Affiliate advisors. This role owns the full product lifecycle, including intake, prioritization, roadmap development, delivery execution, and post‑launch optimization. The role operates within Product and partners closely with Technology, EPMO, Business, Operations, Compliance, and Service to deliver scalable, consistent, and advisor‑centric solutions that improve onboarding, office readiness, and overall advisor experience.Responsibilities:Own the centralized intake process and prioritization framework for all W2 and Affiliate advisor product requestsDefine and manage a consolidated backlog spanning onboarding, office enablement, infrastructure, third‑party tools, and platform enhancementsDevelop and maintain a transparent product roadmap with defined priorities, dependencies, and sequencing aligned to business outcomesServe as Product Owner during PI planning and execution, aligning scope, objectives, and delivery commitments with Technology and EPMOTrack delivery progress, manage risks and dependencies, and make scope trade‑off decisions based on capacity and business valueDefine product requirements for advisor onboarding, office deployments, infrastructure upgrades, and hardware enablementEstablish and evolve standardized solutions (e.g., Network‑in‑a‑Box, Office‑in‑a‑Box) to improve scalability and supportabilityEnsure integration of onboarding and enablement solutions with identity, access, email, and downstream systemsOwn lifecycle management of third‑party tools, including evaluation, implementation, adoption tracking, and decommissioningEnsure third‑party solutions align with advisor workflows, compliance requirements, and enterprise architecture strategyDefine launch readiness criteria and coordinate go‑to‑market activities with Communications, Training, and Service teamsEstablish feedback loops and monitor adoption metrics to drive continuous product improvementServe as the primary product partner to Business and Field leadershipDrive cross‑functional execution across Product, Technology, EPMO, Operations, Compliance, and ServiceProvide consistent reporting on roadmap progress, delivery performance, and product outcomesWhat are we looking for?We are seeking a product leader who will pursue greatness, act with integrity, and is driven to help our clients succeed. The ideal candidate collaborates effectively to win together while bringing a mindset that helps teams create and share joy through meaningful, well‑executed product experiences that deliver measurable value for advisors and the business.Requirements:8+ years of experience in product management, product ownership, or a related discipline5+ years of experience managing end‑to‑end product delivery within a cross‑functional environment (Technology, Operations, Compliance)Experience owning and managing product backlogs, roadmaps, and prioritization frameworks in an Agile environmentExperience serving as Product Owner in PI planning and delivery execution processesBachelor’s degree in Business, Technology, or a related fieldPreferences:Experience supporting financial services, wealth management, or advisor‑facing platformsFamiliarity with advisor onboarding processes, office enablement, or infrastructure deployment modelsExperience managing third‑party vendor tools and integrations across evaluation, implementation, and lifecycle managementExposure to SAFe or scaled Agile delivery frameworksExperience defining standardized product offerings (e.g., hardware bundles, network solutions, or platform packages)#LI-HybridPay Range: $135,960.00 - $226,600.00Actual 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(6) , 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. For further information about LPL, please visit 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.For further information about LPL, please visit .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 View phone number on click.appcast.io.EAC 5.19.26SummaryLocation: Fort Mill/Charlotte; New York; San Diego; Austin TXType: Full time
$159.96k - $266.56k
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