Job ID R-029198 Date posted 04/18/2023 Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 20,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
ClientWorks is our comprehensive advisor workstation designed – and continually refined – to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more.
Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they have more time to engage with their clients and prospects. We look to deliver on this responsibility by:
- Simplifying the way in which our users access and manage their clients’ information and making it easy to navigate to tools that allow them to take action on that data
- Being a force multiplier for other product areas by providing them with a foundation of common corecapabilities that simplify their development process and help them align with our system standards and design principles
Responsibilities:
- Be the subject matter expert on our users and their needs by conducting customer interviews, reviewing product analytics, hosting user feedback sessions, and aggregating insight from internal partners
- Define the near- and medium-term product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones
- Develop and monitor metrics to track the success of products and features and inform future iterations
- Work with a diverse group of cross-functional teams to ensure creative and continuous improvements
What We’re Looking For
We want strong collaborators who can deliver a world-class user experience. We are looking for people who thrive in a fast-paced environment, are user-focused, team-oriented, and able to execute in a way that accelerates creativity and continuous improvement. It’s important that you can understand the story of our users and their clients and use that knowledge to advocate passionately on their behalf to make their technology experience better on a day-by-day basis.
Requirements:
- 2-5 years of experience in product management roles building digital products or technology-enabled services
Core Competes:
- Demonstrated business acumen and the ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap
- Ability to work on a cross-functional team and drive outcomes, in some cases without having direct authority
- Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
- Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
Preferences:
- Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm
- Agile and/or SAFe trainings and certifications
- Knowledge of UI/UX fundamental principles
Pay Range:
$113,440-$170,160/year
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We areone team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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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 (800) 877-7210.