VP, Wealth Management Client Experience & Solutions
LPL Financial LLC
LPL Financial LLC in Fort Mill, SC is seeking a VP for their Business Design & Solutioning team. This role focuses on leading design and solution-oriented efforts tied to wealth management. Candidates should have over 10 years of experience in wealth management or financial services and excel in problem-solving and strategic assessment. The ideal candidate will diagnose and enhance client and advisor experiences, driving alignment across multiple teams. Strong executive communication and analytical skills are essential. A competitive benefits package is offered, including 401K matching and health benefits. #J-18808-Ljbffr LPL Financial LLC
$135.96k - $226.6k
...success while helping clients pursue their... ...initiatives for the Banking Solutions function. This... ...through the Cash Management platform including... ...outstanding experience and value to our Advisors... ...clients. The VP will support and lead... ...preferably within wealth management or...SuggestedWork from home$149.76k - $249.57k
...success while helping clients pursue their financial... ...Financial is seeking a VP to join our Business Design & Solutioning team. This role is the... ...intended client and advisor experience before translating it... ...and onboarding of new wealth management firms—identifying experiential...SuggestedTemporary workWork at officeWork from home$149.76k - $249.57k
...key to the employee experience - shaping culture,... ..., we all win - clients, LPL, and most importantly... ...is seeking a VP to join our Business Design & Solutioning team within the... ...product and program management, specifically the... ...experience within the wealth management...SuggestedWork from home$135.96k - $226.6k
...key to the employee experience - shaping culture,... ...happens, we all win - clients, LPL, and most... ...focused environment. The VP combines strategic product management with hands-on... ...and packaged M365 solutions Own lifecycle management... ...fastest growing wealth management firms in...SuggestedWork at officeWork from home$135.96k - $226.6k
...your success while helping clients pursue their financial goals... ..., Product and Tech AI Solutions Product Manager will lead the modernization... ...queues, improving developer experience, and increasing release stability... ...among the fastest growing wealth management firms in the U.S...SuggestedLocal areaWork from home3 days per week$135.96k - $226.6k
...success while helping clients pursue their financial goals. The VP, Product Management is responsible for the end‑to‑end product experience for W2 and Affiliate advisors... ..., and advisor‑centric solutions that improve... ...supporting financial services, wealth management, or advisor...Work at officeWork from home$142.96k - $238.34k
...VP, Chief Of Staff For Legal, Policy &... ...key to the employee experience — shaping culture,... ..., we all win – clients, LPL, and most importantly... ..., enabling the Managing Director and... ...expertise to deliver solutions that drive long-term... ...fastest growing wealth management firms in...Work from home$128.03k - $213.31k
...success while helping clients pursue their financial... ...consulting, or product management who enjoys solving... ...Investor and Investment Solutions group—one of the most... ...that enhance advisor experience and operational efficiency... ...the fastest growing wealth management firms in the...Work from home- ...of payment capabilities through the Cash Management platform in Fort Mill, SC. Ideal... ...candidates will have strong banking and payments experience, alongside proven relationship-building... ...materials. A commitment to exceptional client experiences and teamwork is essential. The...
$145.44k - $242.36k
...resources, leveraging AI-driven solutions and global capabilities to... ...leaders across Product Management, Developer Experience, Data, Platform, AI... ...improvements in efficiency, client experience, and employee engagement... ...services (ideally wealth management). Experience driving...Work from home$135.96k - $226.6k
...VP Of Product Management For Business Management Reporting (BMR)... ...key to the employee experience — shaping culture, driving... ..., we all win – clients, LPL, and most importantly... ...reporting solutions into a unified, AI-enabled... ...financial services, wealth management, or data-...Work from home$135.96k - $226.6k
...President, Product Management Lead with... ...key to the employee experience — shaping culture,... ...happens, we all win – clients, LPL, and most... ...products. The VP is accountable for... ...Compliance to ensure solutions are compliant, scalable... ...fastest growing wealth management firms...Work from home- ...LLC is looking for a Vice President, Product and Tech AI Solutions Product Manager to lead modernization efforts in its Product Development and... ...functions. The ideal candidate will have extensive experience in product management, strong leadership skills, and the ability...
$163.88k - $273.13k
...the key to the employee experience — shaping culture,... ...happens, we all win – clients, LPL, and most importantly... ...Role Matters This VP, AI Innovation & Enablement... ...cybersecurity and AI solutions teams to translate... ...among the fastest growing wealth management firms in the U.S. As a...Work from home$135.96k - $226.6k
...Vice President, Product Management for the Advisor AI... ...the key to the employee experience — shaping culture, driving... ...happens, we all win – clients, LPL, and most... ...within the AI Business Solutions team. This role owns the... ...Financial services or wealth management experience...Work from home$135.96k - $226.6k
...Job Overview The VP, Growth and Enablement leader is responsible... ...designs into actionable client solutions that advisors can integrate... ...base. Improve advisor experience and adoption of LPL tools that... ...10+ years of experience in wealth management, annuities, insurance, or...Work from home$120.3k - $200.5k
...your success while helping clients pursue their financial goals... ...is to be the best firm in wealth management. To deliver on this, we are... ...-class banking and lending solutions that will help advisors to... ...delivering an exceptional advisor experience. Responsibilities:...Work from home$135.96k - $226.6k
...the key to the employee experience - shaping culture,... ...happens, we all win - clients, LPL, and most importantly... ...Overview: The VP, Growth and Enablement... ...into actionable client solutions that advisors can integrate... ...of experience in wealth management, annuities, insurance,...Work from home$161.09k - $268.42k
...success while helping clients pursue their financial... ...execution of centrally managed advisory and overlay... ...Direct Indexing, Managed Wealth), delivering scalable... ...to advisor experience, risk posture, and quality... ...mapping; streamline cross-solution processes. Lead senior...Work from home$127.51k - $212.49k
...success while helping clients pursue their financial... ...Overview: The IT Vendor Manager will serve as the... ...: ~12+ years of experience managing complex... ...financial services or wealth management environments... ...affiliation models, investment solutions, fintech tools and...Contract workWork from homeShift work$135.75k - $226.19k
...platforms, scheduling tools, and client portals. Proactively identify,... ...related field. 10+ years of experience in financial services, compliance, legal, or risk management. 5+ years of leadership... ...analytical mindset focused on solutions and innovation. Ability to lead...$115.05k - $191.68k
...key to the employee experience - shaping culture,... ..., we all win - clients, LPL, and most importantly... ...accuracy, risk management, and scalable... ...strategic evolution. The VP will oversee... ...the fastest growing wealth management firms... ...models, investment solutions, fintech tools and...Work at officeWork from home$136.27k - $227.12k
...success while helping clients pursue their... ...goals. Job Overview: The VP Data Strategist, Supervision... ...exceptional client experiences and thrive in fast-... ...the fastest growing wealth management firms in the U.S. As... ...affiliation models, investment solutions, fintech tools and...Full timeWork from home$135.96k - $226.6k
...hold the key to the employee experience — shaping culture, driving... ...that happens, we all win — clients, LPL, and most importantly... ...LPL Financial is seeking a VP, Product Manager within LPL’s Advisor Experience... ...builds the right product solutions at the right time. The...Work from home$135.96k - $226.6k
...hold the key to the employee experience — shaping culture, driving... ...that happens, we all win - clients, LPL, and most importantly... ...LPL Financial is seeking a VP, Product Manager within LPL's Advisor Experience... ...to deliver high‑value solutions. Financial Services Expertise...Work from home$128.75k - $214.65k
...key to the employee experience — shaping culture, driving... ..., we all win – clients, LPL, and most importantly... ..., scalable people solutions that manage risk, enable integration... ...performance. The VP exercises independent... ...the fastest growing wealth management firms in the...Work from home- ...SC is seeking a qualified candidate to manage and market investment products, especially... ...with multiple teams to enhance client outcomes. The ideal applicant will possess... ...understanding of investment products, substantial experience, and a Bachelor’s degree. LPL offers...
- ...LLC is looking for a Vice President, Product Manager to drive product strategy within the Investor and Investment Solutions group. This role requires significant collaboration... ...platform. The ideal candidate has extensive experience in product management, particularly in...
$145.44k - $242.36k
...Product Development, and Digital Innovation functions, focusing on optimizing processes with AI-driven solutions. The ideal candidate should have over 10 years of experience in technology and product roles within financial services. The position offers a competitive salary...- ..., Texas, seeks a Vice President of Product Management to lead the strategy and development of an... ...advisor productivity through innovative AI solutions. Ideal applicants should have over 8 years of product management experience, preferably in financial services or automation...
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