VP Product Management, Business Management Reporting

VP Of Product Management For Business Management Reporting (BMR)

Lead with Purpose, Unlock Your Team's Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly, our employees.

If you're ready to lead with intention and discover what's possible, LPL Financial invites you to apply today.

Job Overview:

The VP of Product Management for Business Management Reporting (BMR) owns the strategy, roadmap, and delivery of enterprise reporting capabilities that provide institutions, advisors, and internal teams with actionable insights. This role is accountable for evolving BMR from fragmented reporting solutions into a unified, AI-enabled reporting experience that supports firm growth, operational efficiency, and risk management. The VP leads a product team and partners closely with Data, Technology, UX, and Business stakeholders to deliver scalable, governed, and insight-driven reporting platforms.

Responsibilities:

• Define and evolve the long-term product vision for Business Management Reporting, focusing on scalable data visualization, personalization, and AI-enabled insights
• Own and manage the multi-year BMR product roadmap, prioritizing initiatives that improve data availability, accelerate ingestion, and support advisor, institutional, and program-management workflows
• Lead cross-functional delivery across Product, Data Engineering, Data Governance and AI, Technology, UX, and Business teams to deliver production-ready reporting capabilities
• Partner with data platform and engineering teams to ensure BMR is built on reliable data pipelines, governed data assets, and a reusable semantic layer aligned to enterprise data strategy
• Embed AI capabilities into the product lifecycle, including intelligent automation, copilots, and generative tools, to enhance insights and delivery efficiency
• Serve as the primary product voice for BMR across executive, institutional, advisor, and internal audiences
• Establish governance and operating mechanisms that promote transparency, prioritization clarity, and cross-functional accountability
• Build, lead, and develop a product management team, reinforcing consistent product practices, execution discipline, and continuous improvement

What Are We Looking For?

We're looking for leaders who pursue greatness, act with integrity, and are driven to help our clients succeed. The ideal candidate knows how to win together across diverse stakeholders and helps teams create and share joy by delivering clarity, accountability, and meaningful business outcomes.

Requirements:

• 10+ years of experience in product management roles within data, analytics, reporting, or enterprise platform environments
• 7+ years of experience working with enterprise reporting or analytics platforms, including responsibility for dashboarding and data visualization solutions
• 7+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling
• 5+ years of experience leading cross-functional product initiatives involving technology, data, UX, and business stakeholders
• Experience operating within agile delivery frameworks, owning the full product lifecycle from roadmap definition through delivery and adoption

Core Competencies:

• Advanced analytical thinking and data-driven decision making
• Strategic prioritization and outcomes-based roadmap management
• AI-enabled product leadership
• High personal accountability and ownership
• Exceptional organizational discipline

Preferences:

• Experience modernizing enterprise reporting ecosystems
• Familiarity with Tableau, semantic-layer design, or emerging data-visualization tools
• Experience leveraging AI or automation to enhance reporting insights or delivery efficiency
• Background in financial services, wealth management, or data-intensive business environments

Pay Range:

$135,960.00 - $226,600.00 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!

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, 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

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.

For further information about LPL, please visit

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

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.