AVP, Product Owner

Product Manager – Investment Reporting & Client Experience

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.

Are you passionate about delivering exceptional client experiences through innovative product solutions? Join LPL Financial as a Product Manager – Investment Reporting & Client Experience, where you'll play a critical role in shaping how advisors and clients engage with reporting, statements, and key investment insights.

We are seeking a highly motivated Product Manager with experience in investment services or banking to help lead and evolve our advisor- and client-facing reporting platforms. This role sits at the intersection of business, technology, and client experience, with a deep focus on statement production, performance reporting, and data-driven communication.

As the voice of the customer and business, you will own product strategy and execution for key reporting capabilities. You will partner closely with engineering, operations, marketing, and stakeholders across LPL to deliver enhancements and new solutions that improve transparency, usability, and overall client satisfaction.

Responsibilities

• Lead product strategy, roadmap development, and execution for LPL's investment reporting and statement platforms
• Become a subject matter expert in the functionality, usage, and architecture of LPL's statement production and distribution systems
• Review, organize, and prioritize product enhancement requests, feature ideas, and defect remediation
• Gather and synthesize feedback from advisors, clients, and internal stakeholders to inform product decisions
• Create and maintain business requirements documents (BRDs), epics, features, and user stories
• Partner closely with engineering teams throughout the full product development lifecycle
• Collaborate with marketing and communications teams on product positioning and go-to-market initiatives
• Support product releases, adoption efforts, and continuous process improvements
• Ensure product decisions align with client needs, regulatory considerations, and business objectives

We're looking for a collaborative, client-focused product manager who thrives in a fast-paced environment and enjoys balancing strategic thinking with hands-on execution. You're comfortable navigating ambiguity, managing competing priorities, and translating complex business needs into actionable product solutions.

Requirements

• Bachelor's degree or equivalent professional experience
• 5+ years of experience in product management, business analysis, or a related role
• Experience working within financial services, investment management, or banking environments
• Demonstrated experience with Agile product management, backlog prioritization, and roadmap ownership
• Advanced experience translating business needs into BRDs, user stories, and product specifications

Core Competencies

• Customer-centric mindset with professional advocacy skills
• Analytical and data-driven problem-solving abilities
• Excellent written and verbal communication skills
• Proven stakeholder management and cross-functional collaboration
• Ability to operate effectively in complex, regulated environments

Preferences

• Experience with investment reporting, client statements, or performance analytics platforms
• Familiarity with statement production, data management, or large-scale client communications systems

Pay Range: $120,098.00 - $200,232.00 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!

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 View phone number on click.appcast.io.