Where Ambition Meets Innovation
Build a career that reflects your initiative and curiosity, supported by innovation and collaboration. At LPL Financial, you’ll have access to modern tools, a team-oriented environment, and the opportunity to make a meaningful impact—helping advisors and clients pursue their financial goals while shaping your own growth.
Job Overview
Product Manager – Investment Reporting & Client Experience
LPL Financial is seeking a Product Manager to help guide and evolve advisor- and client-facing investment reporting experiences. This role focuses on reporting, statements, and investment insights, and works at the intersection of business needs, technology solutions, and client experience.
As a key contributor, you will represent the perspectives of advisors, clients, and internal partners while guiding product strategy and execution. You will collaborate closely with engineering, operations, marketing, and other stakeholders to deliver enhancements that support clarity, usability, transparency, and client satisfaction.
Responsibilities
- Guide product strategy, roadmap planning, and execution for investment reporting and statement platforms
- Develop knowledge of the functionality, usage, and architecture of statement production and distribution systems
- Review, organize, and prioritize enhancement requests, feature ideas, and defect resolution efforts
- Gather and synthesize feedback from advisors, clients, and internal partners to inform product decisions
- Create and maintain business requirements documents, epics, features, and user stories
- Partner with engineering teams throughout planning, development, testing, and release activities
- Collaborate with marketing and communications teams on product positioning and launch activities
- Support product releases, adoption initiatives, and continuous improvement efforts
- Consider client needs, regulatory requirements, and business goals in product decision-making
What We’re Looking For
You bring a client-focused mindset and enjoy working across teams to deliver thoughtful, practical product solutions. You are comfortable navigating changing priorities, working through ambiguity, and translating complex needs into clear, actionable outcomes.
Requirements
- Bachelor’s degree or equivalent professional experience
- Experience in product management, business analysis, or a related role
- Experience within financial services, investment management, or banking environments
- Experience working with Agile product practices, including backlog management and roadmap planning
- Experience translating business needs into business requirements documents, user stories, and product specifications
Core Competencies
- Client-centered approach with the ability to represent user and business perspectives
- Analytical and data-informed problem-solving skills
- Clear written and verbal communication
- Ability to collaborate across teams and manage stakeholder relationships
- Comfort working within regulated and complex environments
Preferences
- Experience with investment reporting, client statements, or performance analytics solutions
- Familiarity with statement production, data platforms, or large-scale client communications systems
Pay Range:
$120,098.00 - $200,232.00
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(6) , 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 www.lpl.com.
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 www.lpl.com.
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 (855) 575-6947.
EAC 5.19.26
