Product Manager: Investment Reporting & Client Experience
$120.1k - $200.23kLPL Financial
LPL Financial is seeking a Product Manager – Investment Reporting & Client Experience in Fort Mill, SC. This role plays a critical part in enhancing client experiences with innovative reporting solutions. The ideal candidate will have over 5 years of experience in product management within the financial services sector. The position offers a competitive salary ranging from $120,098 to $200,232, along with a comprehensive benefits package including 401(k) matching and health benefits. #J-18808-Ljbffr LPL Financial
- ...focuses on shaping the team responsible for enhancing investor experiences through cutting-edge technology and collaboration with cross-... ...in cloud solutions. Key responsibilities include team management, project oversight, and fostering innovation through AI capabilities...Suggested
- LPL Financial seeks a Chief Architect for Investor Experience Technology in Fort Mill, SC. This senior role involves shaping architecture for digital platforms, overseeing transformations including cloud adoption and microservices. The ideal candidate has 8+ years in enterprise...Suggested
- ...Financial is seeking an AVP, Product Manager to support the Identity & Access... ...secure, seamless access experiences across the firm for advisors, employees, and clients. The Product Manager will work... ...roadmap materials, and progress reporting for leadership and key...Suggested
- LPL Financial LLC is seeking an AVP, Product Manager to support Identity & Access Management (... ...capabilities for advisors, employees, and clients, translating business needs into clear... ...with delivery teams to improve user experience and security. The successful candidate...Suggested
$109.28k - $182.1k
...success while helping clients pursue their... ...Solutions will lead product management for a portfolio of advisor-facing AI experiences within the AI Business... ...Intelligence Organization. Reporting to the VP of AI Business... ..., planning, investment management, client service...SuggestedWork at officeWork from home3 days per week- ...complex, multi-entity business environment. Consolidation and Reporting team with direct visibility to senior accounting and finance... ...background within a large, complex, or multi-entity organization. Experience with consolidations, intercompany activity, reporting packages...Work at officeLocal area
$130.32k - $179.18k
...implements solutions to improve the Workday experience to include: reconfiguring organizational... ...of Workday (HCM module for example); managing system enhancements (once current state... ...and knowledge of Workday (across multiple products) and extensive knowledge of HR business...Full timeTemporary workFlexible hours$145.28k - $217.92k
...Job Overview The Vice President, AI Product Owner is a strategic leader responsible for... ...innovation opportunities, enhance client experiences, and collaborate with cross‑functional... ...roadmaps, key features/capabilities, and manage development cycles with clear schedules...Work from home$120.1k - $200.23k
...ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Product Manager – Investment Reporting & Client Experience Are you passionate about delivering exceptional client experiences through innovative...$135.96k - $226.6k
...people leaders hold the key to the employee experience — shaping culture, driving performance,... ...when that happens, we all win - clients, LPL, and most importantly, our employees... ...to apply today. Job Overview The VP, Product Manager - Identity & Access Management (IAM) leads...$135.96k - $226.6k
...key to the employee experience — shaping culture, driving... ..., we all win - clients, LPL, and most importantly... ...is seeking a VP, Product Manager within LPL's Advisor... ...along with knowledge of investment and retirement... ...communications Ensure effective reporting of all products to...Work from home- ...Charlotte is seeking a knowledgeable advisor to deliver investment solutions to clients in a team-based call center environment. You will be responsible... ...3, and 65 or 66 licenses, and at least a year of client experience in financial services. Competitive benefits include 401(...
- ...Fort Mill, SC, is seeking a Vice President, AI Product Owner. You will lead the AI product roadmap, enhancing client experiences through innovative solutions. Your role will... ...at least 8 years of experience in product management, particularly in AI products, with a...
$109.28k - $182.1k
...success while helping clients pursue their financial... ...role partners across product, engineering, and business... ...that support wealth management capabilities. The... ...Requirements 8+ years of experience guiding technical product... ...365) for tracking and reporting 3+ years of...Work from home- ...4000 employees supporting clients across our offices in the US... ...across telecom, banking, wealth management, product engineering, and life... ...component of this role is deep experience in the Retirement / IPA / 4... ...‑term product strategy and investment planning for retirement...
$119.07k - $198.38k
...hold the key to the employee experience—shaping culture, driving... ...when that happens, we all win—clients, LPL, and most importantly,... ...Job Overview The AVP, Data Reporting Manager, leads the strategy, governance... ...partner to business, finance, product, and technology leaders...Work from home$155.53k - $259.15k
...VPII of Technology Portfolio Management is responsible for providing... ..., Quality Management, Reporting, Benefits Management, Governance... ...Strong collaboration skills, client‑focused, team‑oriented, and... ...field ~ At least 10 years of experience managing highly complex and...Work at office$155.53k - $259.15k
...key to the employee experience - shaping culture, driving... ..., we all win - clients, LPL, and most importantly... ...providing portfolio management support to agile and... ...Management Reporting Benefits Management... ...affiliation models, investment solutions, fintech tools...Work at officeWork from home$135.96k - $226.6k
...shape your success while helping clients pursue their financial goals.Job Overview:The Product Management team within LPL is... ...a highly competitive set of investment solutions. The focus of this... ...deliver a world-class client experience. We are looking for people who...Work at officeWork from home$135.96k - $226.6k
...your success while helping clients pursue their financial goals. Job Overview The Product Management team within LPL is responsible... ...a highly competitive set of investment solutions. The focus of this... ...to create better client experience. Qualifications Requirements...Work at officeWork from home$123.69k - $181.41k
...hygiene solutions. The company's product portfolio includes a broad... .... Solenis is a 2025 Best Managed Company Gold Standard honoree... ...Senior Portfolio Manager you will report into the Senior Marketing... ...field or sufficient related work experience 5+ years' experience in...Work experience placement- ...You’ll Do Monitors various reporting and remittance requirements,... ...improvement and efficiencies. Manages day to day oversight of loan... ...combination of education and experience May require advanced degree... ...questions from groups of managers, clients and borrowers Strong...Immediate start
- ...speed. With deep expertise in Managed Infrastructure Services,... ...of people rely on every day. Product Manager - Life & Annuities As... ...for modernization and digital experience. This role blends product leadership... ...processing, regulatory reporting, and analytics/insights. Required...Minimum wage
$135.96k - $226.6k
LPL Financial is looking for a VP, Product Manager to lead cross-functional teams and drive product... ...candidate will have over 15 years of experience in product management, especially in... ...strong leadership capabilities to enhance client experiences and support the...- ...Rentals, Inc. seeks a senior accounting professional to lead SEC reporting and global consolidation. You will oversee the preparation of... ...within a public company, strong GAAP knowledge, and experience with ERP and consolidation systems. On-site role with competitive...
$74.5k - $102.44k
...Responsibilities Key Responsibilities Manage the preparation and submission of all SEC... ...data presentation. Coordinate the SEC reporting calendar, including timelines, deliverables... ...CPA license. 5-7+ years of progressive experience in accounting, including SEC reporting...Temporary workLocal areaFlexible hoursNight shiftWeekend work$45k - $75k
...America in Rock Hill, South Carolina, is seeking a Commercial Insurance Account Manager with 2 to 5 years of experience in the commercial insurance sector. Responsibilities include delivering client services, policy administration, and business renewal support. The position...Work at officeRemote work$65 - $75 per hour
...who can deliver a world–class experience and are looking for individuals... ...experience guiding technical product development within a financial services wealth management organization Experience synthesizing... .../issue management and related reporting at different altitudes Skills...Hourly payContract workTemporary work- ...Architect and execute AI‑enabled product development and software... ...practices in product lifecycle management, from ideation through launch... ...accountability. Measure and report on product performance, using... ...Requirements 10+ years of experience in product management and technology...
- ...Canadian market level the strategic product development initiatives Identify... ...specific concepts for the pipeline Manage, coach, and develop one direct report (Product Analyst); set goals,... ...origination Minimum of 3 years of experience: ability to identify bundle / product...Contract work
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