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Fort Mill, South Carolina, United States
Hybrid
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:
LPL Financial is seeking a with strong Product, Data Quality, Data Governance, and Operations experience within LPL's Data Experience organization. This highly visible leadership role sits at the intersection of Product, Operations, Technology, Risk, Compliance, and Advisor Solutions, driving strategic initiatives that improve advisor experiences, operational efficiency, and business outcomes.
The ideal candidate will bring deep financial services experience, including knowledge of custody and non-custody platforms, data feeds, APIs, investment and retirement products, and the regulatory environment. This leader will own complex business capabilities from strategy through execution, partnering across business and technology teams to deliver transformational initiatives.
Beyond traditional product management, this role requires strong operational leadership, governance, and stakeholder management skills. The VP will help define product strategy and roadmap priorities, establish scalable operating models, drive process improvements, manage cross-functional dependencies, and ensure alignment with business objectives.
Success in this role requires the ability to influence executive stakeholders, lead enterprise-wide programs, balance client experience with risk and controls, and deliver measurable results in a fast-paced, highly regulated environment.
The VP will work closely with product teams, business leaders, and technology partners to prioritize investments, improve operational performance, develop governance and reporting frameworks, and drive execution against strategic goals. This leader will serve as a key partner to senior leadership, providing the insights, transparency, and direction needed to support LPL's continued growth and digital transformation.
Responsibilities:
For ensuring external and internal data is validated before flowing downstream to business and operations teams.
Meet with Stakeholders to understand the strategic vision for the Product
Collaborate with the Product Manager to define Features
Break Features down to User Stories and prioritize the Product Backlog
Be a conduit between the Scrum Team and the Business to eliminate interruption
Drive collaboration and coordination across business and technology throughout the development process
Communicate with stakeholders, end users, business and IT and manage partner their expectations
Bring business expertise that prioritizes and accepts the work developed by team(s)
Assist the Scrum Team with creating Acceptance Criteria and defining the team’s “Definition of Ready” and ‘Definition of Done”
Be available to the Scrum Team to answer questions about the Product by attending Scrum Ceremonies
Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review
Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success
Contribute to the efforts of the Digital Transformation and Product Management team by executing strategies that help CLR evolve into an industry leading organization, delivering enviable digital functionality and customer experiences.
Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives
Establish effective working relationships with all stakeholders and ensure effective portfolio communications
Ensure effective reporting of all products to enable stakeholders, sponsors and management to make appropriate decisions
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:
Minimum 15+ years of experience across product management, business transformation, strategy execution, operations leadership, data governance, business process optimization, program management, or related leadership roles within financial services.
Minimum of 10 years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
Minimum of 5 years serving as a Product Owner, Product Manager, Business Product Manager, Capability Owner, or equivalent leadership role driving strategic business outcomes.
Experience owning enterprise products, business capabilities, operating models, or data domains with significant regulatory, operational, risk, client, or financial impact.
Demonstrated experience with data quality, data governance, controls, reconciliations, reporting, or operational risk management.
Core Competencies:
Looking for someone who is hands-on with data and product ownership, not solely an enterprise strategist or governance leader.
Demonstrated success leading large transformation programs involving business process redesign, technology modernization, and organizational change.
Strong understanding of governance, risk management, controls, audit, and regulatory environments.
Experience developing executive-level reporting, metrics, business cases, and strategic planning materials.
Proven ability to influence executive stakeholders and drive alignment across large organizations.
Experience working within Capital Markets, Wealth Management, Brokerage, Custody, Retirement Services, or related financial services domains.
Operational Leadership – Builds scalable operating models and drives execution across complex organizations.
Product Strategy – Defines product vision, roadmap, and priorities aligned to business goals.
Agile/Scrum Execution – Leads backlog management and guides teams to deliver high-value solutions.
Cross-Functional Leadership – Aligns business and technology teams to drive execution and outcomes.
Data-Driven Decision Making – Uses metrics and insights to inform product and business decisions.
Client Focus – Prioritizes solutions that enhance advisor and client experience.
Pay Range:
$135,960.00 - $226,600.00Company 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