Job Overview: ClientWorks is our all-encompassing advisor workstation, continually refined to help financial advisors manage their business efficiently. It centralizes access to all client account types, data, and business processes, including account opening, client management, trading, and money movement.
As part of the ClientWorks Platform team, your mission will be to ensure our users have an intuitive and user-friendly workstation, giving them more time to engage with clients. As a Product Manager, you will optimize the performance and navigability of ClientWorks, delivering platform capabilities that enhance value for our product development teams.
Responsibilities:
Conduct in-depth research and analysis to define the long-term platform development roadmap, key features, and manage development cycles with clear schedules, deliverables, metrics, and milestones.
Collaborate with the Product Experience (PX) team to establish and enforce a cohesive user experience framework for desktop, tablet, and mobile.
Partner with Infrastructure, Architecture, and Enterprise Data teams to co-author a technical roadmap that ensures ClientWorks is fast and always available.
Streamline the development lifecycle for ClientWorks product and technology teams by reducing their cost and time to deliver value.
Define and enforce system-wide compliance of non-functional requirements related to performance, accessibility, and interoperability.
Develop and monitor metrics to track the success of platform improvements and their impact on our ability to deliver value.
Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, leveraging critical thinking to increase the value proposition of assigned products and programs.
Manage a small team of Product Managers and/or Product Owners responsible for the capabilities within this product suite.
Stay updated on market trends, emerging technologies, and best practices in product management and implement the latest learnings into our process and product.
What We’re Looking For:
We seek strong leaders who can deliver a world-class user experience. If you thrive in a fast-paced environment, are user-focused, team-oriented, and can accelerate creativity and continuous improvement, we want you. Understanding our users' stories and advocating passionately on their behalf is crucial to making their technology experience better every day.
Requirements:
7+ years of experience in product management roles building digital products or technology-enabled services.
3+ years of experience developing, cultivating, and leading strong, high-performing product teams in an agile environment.
Core Competencies:
Demonstrated business acumen with the ability to interact with partners, including developing, presenting, and gaining approval on business cases and funding requests.
Ability to work cross-functionally and drive outcomes, even without direct authority.
Strong analytical skills with the ability to evaluate business opportunities and results against established objectives.
Expert communication skills, both written and oral, with the ability to present materials to senior and C-suite leaders.
Familiarity with responsive design and mobile frameworks (web, iOS, and Android).
Preferences:
Agile and/or SAFe trainings and certifications.
Knowledge of UI/UX fundamental principles.
Pay Range:
$132,000.00 - $220,000.00
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 are one 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.
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
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.