Job ID R-030653 Date posted 06/13/2023 Do you want to be part of one of the fastest growing business units within LPL? Do you enjoy thinking and acting like a business owner by identifying market needs and coming up with innovative solutions that solve them? Would you like to be part of a Product team responsible for managing and expanding its physical and digital services suite for thousands of financial advisors? And would enjoy the freedom of doing it from anywhere in the United States?
If so, this role may be 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 18,000 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.
LPL Services Group (LSG) offers all the services advisors need to build their extraordinary business. As part of LSG, Coaching will provide accountability programs and coaches to help advisors accelerate growth, optimize efficiency and maximize the value of their practice.
Job Overview:
Coaching is seeking a product owner who will manage multiple aspects of the Coaching product offering including strategy, the product roadmap, technology, pricing, vendor management, advisor experience, marketing and business development. You’ll work closely with the Coaching delivery team and collaborate with many other internal LPL partners to scale Coaching, drive growth and increase advisor satisfaction.
Responsibilities:
- Determines customers’ needs and desires through customer interviews, market research, competitive research and insights from our sales team to support the technology needs of our small business customers.
- Become a subject matter expert on those needs and manage a multi-faceted feedback loop that ensures ongoing, continuous improvement of existing products & services
- Take an innovative and agile approach while collaborating with internal partners to research, propose, pilot and launch new products and services
- Source latest technologies and maintain professional and technical knowledge by attending conference; establishing personal networks; and participating in professional Communities. Maintain a social media presence and promotion in approved channels to promote coaching.
- Define mid and longer term product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.
- Develop metrics to assess the success of products and features and determine necessary enhancements
- Work closely with partners in IT to identify, recommend and implement new technologies including requirements, functional specifications, epics & features
- Define and continually refine key attributes of existing and potential new offerings including the overall business case, product pricing, economics and operating model
- Articulate and/or pitch the Coaching strategy and product vision clearly to senior executives, internal partners and prospects
- Ensure continued satisfaction of existing customers
- Set a vision for your product portfolio and lay the foundation to execute against
- Think and act like a business owner by taking deep ownership of your work, hitting deadlines with minimal/no oversight and constantly tracking and communicating project timelines, status, milestones and blockers.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement
Requirements:
- Bachelor’s degree
- 5+ years of experience in a product management, strategy, support, delivery and/or business analyst role (while preferred, formal product management experience isn’t necessarily required)
- 3+ years of experience working with the Microsoft Office suite along
- 2+ years of working knowledge of Tableau, CRM platforms (Salesforce or Hubspot), Smartsheet, Jira, Confluence, Box, sales/delivery enablement and content management platforms
- 2+ years of experience working with internal or 3rd party technical teams to devise requirements, specs, epics and features to implement new technology
- 2+ years of experience working with service delivery and/or technical product teams
- 2+ years of experience working in financial services and/or some experience working with small businesses owners
Preferences:
- MBA
- Major bonus points if you’ve previously worked in an organization that provides outsourced services to financial advisors
- A mastery of Excel and the ability to turn raw data into actionable insights
Location and Travel:
This position can be remote or you can work out of one of LPL’s offices in San Diego, Austin or Fort Mill, SC (near Charlotte). You should also expect some infrequent travel (3 or 4 weeks per year) for meetings at LPL’s offices or conferences.
#LI-VF
Pay Range:
$132,080-$198,120/year
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!
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.