VP, Product Management: Advisor Onboarding & Platform Growth
$135.96k - $226.6kLPL Financial LLC
LPL Financial LLC is looking for a VP of Product Management to oversee the end-to-end product experience for W2 and Affiliate advisors. The role will facilitate product lifecycle management, aligning technology and business priorities to enhance advisor experiences. Candidates should have a strong background in product management and agile methodologies, with at least 8 years of relevant experience. The ideal candidate will lead initiatives from intake to delivery, ensuring standardized solutions and effective onboarding processes. Competitive salary ranging from $135,960 to $226,600, with additional benefits including 401K matching and employee stock options. #J-18808-Ljbffr LPL Financial LLC
- ...LLC is seeking a Vice President, Payments to lead business development and execution 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...Platform
$135.96k - $226.6k
...their financial goals. The VP, Product Management is responsible for the end‑... ...experience for W2 and Affiliate advisors. This role owns the full... ...solutions that improve onboarding, office readiness, and overall... ..., third‑party tools, and platform enhancements. Develop and maintain...PlatformWork at officeWork from home$156.35k - $260.59k
...today. Vice President II, Product Management - Identity & Access... ...foundational to how advisors, employees, and clients... ...capabilities that enable LPL’s growth and modernization... ...organization, the VP II of Product Management... ...IAM initiatives, platform evolution, modernization...PlatformWork from home$135.96k - $226.6k
...business development and growth initiatives for the Banking... ...offers through the Cash Management platform including Debit Cards,... ...partner closely with the product organization to prioritize... ...experience and value to our Advisors and their clients. The VP will support and lead the...PlatformWork from home$149.76k - $249.57k
...Financial is seeking a VP to join our Business... ...intended client and advisor experience before... ...A transactions, and onboarding of new wealth management firms—identifying experiential... ..., operational, and platform gaps as firms adopt... ..., investment products, financial planning,...PlatformTemporary workWork at officeWork from home$135.96k - $226.6k
...financial goals.Job Overview:The Product Management team within LPL is... ...business aspects of our products/platforms and must be able to work with... ...capabilities we offer our advisors and execute with excellence.... ...implement strategic profit and growth roadmaps for assigned...PlatformWork at officeWork from home- LPL Financial LLC in Charlotte, Texas, seeks a Vice President of Product Management to lead the strategy and development of an AI-driven advisor operating system. This role includes the complete product lifecycle—from concept through to pilot, rollout, and value realization...Platform
$135.96k - $226.6k
Job Overview Vice President, Product Management for the Advisor AI Workspace leads the strategy, development, and enterprise adoption of LPL’s AI‑driven... ...Business, Operations, and Risk, the leader ensures the platform drives advisor productivity, safeguards client data, and...Platform$145.44k - $242.36k
...Financial is seeking a Vice President, Technology and Product Transformation, to lead and drive change across our... ...Partner with Technology and Product leaders across Product Management, Developer Experience, Data, Platform, AI integration, and Global Capability Center teams...PlatformWork from home- ...a differentiated client experience from onboarding to servicing. Strong collaboration with... ...and knowledge of deposits, lending, cash management, and payments will be essential. Responsibilities... ...proactive lead generation, relationship growth, risk awareness, and #J-18808-Ljbffr...Work at office
- LPL Financial seeks a Vice President of Product Management for the Advisor AI Workspace to define strategy and drive enterprise adoption of an AI-driven... ...model with Technology, Business, Operations, and Risk, you’ll ensure the platform boosts #J-18808-Ljbffr LPL FinancialPlatform
$135.96k - $226.6k
VP, Product Manager - Identity & Access Management (IAM) The VP, Product Manager - Identity & Access Management (IAM) leads the strategy, roadmap... .... Lead prioritization of IAM features, enhancements, and platform capabilities based on business value, user impact,...Platform- ...Advisory Consultant (IAC) in Fort Mill, SC to promote fee-based platforms and help advisors grow within a consultative, team-based setting. You will... ..., provide POS support, and analyze practices to drive growth and adoption of tools and resources. You will engage with...Platform
- Kashmer Interactive, LLC is seeking a Digital Account Manager responsible for managing digital strategies across various platforms, including SEO and Paid Ads. You will interact directly with clients, ensuring their growth through effective digital tactics while...Platform
- ...a Customer Relations Onboarding Administrator Snider... ...supporting the continued growth and success of our... ...understanding of Snider's products, services, customer... ...applicable systems and platforms. Prepare monthly... ...organizational, time management, and attention-to-detail...PlatformTemporary workWork at office
$67.67k - $112.79k
...Charlotte, Texas is seeking an Internal Advisory Consultant. The role involves driving adoption of LPL's fee-based platforms by engaging financial advisors and providing support. Ideal candidates will possess strong collaboration skills and thrive in a team-oriented...Platform- ...based environment that adds value to financial advisors and clients. You will help advisors leverage advisory platforms and serve as a partner to grow their business... ...present educational workshops across practice management and investment topics. #J-18808-Ljbffr LPL FinancialPlatform
$76.22k - $127.1k
...shape the content and tools that enable our employees and advisors to deliver exceptional client experiences every day.... ...and LPL Financial’s brand style and tone. Publish and manage content across multiple platforms for various audience personas; conduct ongoing audits of...PlatformWork from home$161.09k - $268.42k
...enterprise execution of centrally managed advisory and overlay platforms (Overlay Trading, Tax Overlay, Direct... ..., and measurable improvements to advisor experience, risk posture, and quality... ...go/no‑go criteria that enables Product, Technology, and vendors to ship higher...Platform- Kuester Management Group, LLC in Fort Mill, SC is seeking an experienced Office Manager to oversee daily operations and enhance internal... ...organizational and analytical skills. Opportunities for long-term growth will be offered. #J-18808-Ljbffr Kuester Management Group, LLCWork at office
$149.25k - $248.75k
...-positive rate, and test coverage. Test Management & Defect Tooling: Experience with test-management... ...financial-services migrations or large platform-consolidation programs. Experience... ...the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over...PlatformFull timeWork from home- ...Investment Banking San Diego Employee Advisor Financial Advisor Financial... ...quality under pressure. Experience with test management and defect tracking tools, as well as a... ...financial services migrations or large platform-consolidation programs, is preferred. The...Platform
- ...Investment Banking San Diego Employee Advisor Financial Advisor Financial... ...the company's broker-dealer and advisory platforms. This role involves advising on a wide range... ...a team of experienced attorneys, managing a substantial legal docket, and collaborating...Platform
$25.24 - $42.07 per hour
...will be responsible for driving Financial Advisor lead flow to LPL's Advisor Recruiting... ...independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage,... ...Environment: We foster creativity and growth, providing a supportive and responsive leadership...PlatformWork at officeWork from home3 days per week- ...consultative, team-based environment, helping financial advisors better leverage advisory products and platforms. You will be a critical partner, assisting advisors... ...fieldwork, strategic planning with Client Success Managers, and delivering education resources at conferences...Platform
$99.09k - $165.11k
LPL Financial LLC is seeking a Transition Manager to lead the administrative transition experience for financial advisors. This role is essential in ensuring a well-orchestrated... ...The ideal candidate has 3+ years in advisor onboarding, exceptional organizational abilities, and...- LPL Financial is seeking an Assistant Vice President of Advisor AI Solutions in Fort Mill, SC. This role will lead product management for advisor-facing AI experiences and ensure compliance with regulatory requirements. Responsibilities include defining product vision,...3 days per week
$109.28k - $182.1k
LPL Financial LLC is seeking an Assistant Vice President for Advisor AI Solutions in Fort Mill, SC. This role leads product management for advisor-facing AI experiences, ensuring measurable business impact while collaborating with Technology and Operations. The ideal candidate...$37.5 per hour
.... Business Analyst: Year-End Platform Analytics & Transition Consultant... ...For. They offer a culture of growth, stability, and innovation... ...Documentation & Knowledge Management Draft and maintain standard... ...repositories for future team onboarding. Capture institutional knowledge...PlatformHourly pay$23.47 - $39.12 per hour
...role is to aid financial advisors in navigating and... ...applying the most relevant products & services offerings... ...to detail. Specific platforms and products covered are... ..., OMP, GWP, PWP, and Manager Select), as well as individual... ...for Professional Growth and Development...PlatformWork at officeWork from home2 days per week
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