AVP, Product Owner – Omni Communication Channels
Job Overview
LPL Financial is seeking a Product Owner, Assistant Vice President, Omni Channel Voice and Chat within LPL’s Investor and Investment Solutions group, one of the most visible departments in our organization. As a trusted business partner, you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team.
This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.
Responsibilities
- Contribute to the Product Vision and Strategic Roadmap
- Create Features, Epics and Stories in the Jira backlog that support the Product Vision and Roadmap
- Partner with Product Manager on any Discovery needed for Features/Stories in the Backlog
- Decompose Features and create User Stories, Task, Bugs and Spikes
- Facilitate cross-functional sessions to refine, manage and prioritize the team’s Backlog
- Facilitate cross-functional sessions to refine, manage and prioritize 3rd party vendors’ backlogs
- Manage Jira Backlog health and data quality
- Plan and facilitate PI Planning agile team-level events
- Lead (or participate in) all agile ceremonies and represent Product interests
- Manage completion of deliverables that are dependent on other teams
- Facilitate product demonstrations as work is delivered
- Partner with Quality Engineering on test case design
- Facilitate user acceptance testing and defect resolution
- Compare delivered features to acceptance criteria to determine if they meet the definition of done or require additional work
- Participate in release events and support team with production validation and defect resolution
- Provide production support for escalated issues from advisors or LPL Home Office Employees
- Produce SDLC documentation
What We’re 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.
Ideal candidate has 5+ years of experience as a Product Owner using Agile methodology. They are fluent in the role/responsibilities of a Product Owner and understand how it complements the role of the Product Manager and Product Management framework. They are confident working with 3rd party vendors as well as internal teams. They are highly organized and proficient with critical tools like Jira and Confluence to manage Product delivery. They are experienced leading cross-functional teams thru Product ceremonies and ad-hoc working sessions.
Requirements
- Bachelor's degree or higher
- 5-7 years of product owner experience or relevant business work experience, ideally scaled agile.
Preferences
- Experience working with call center software
- Experience in the telephony and call center sector with a proven track record of deploying customer centric initiatives to drive improvement.
- Experience working in a cross-functional team and drive outcomes without having direct authority.
- Experience managing 3rd party solutions and relationships
- Experience in financial services or related FinTech firm.
Core Competencies:
- Strong analytical skills and data-driven decision maker
- Comfortable interacting directly with advisors both 1:1 and in large groups
- Positive leader who demonstrates LPL values and inspires the best in others
- Strong sense of personal accountability for work
- Highly organized and thrives on documenting details and managing follow-thru
- Expertly leverages tools like Jira and Confluence to manage all deliverables
- Curious learner who develops hands-on expertise in their products and related processes
- Strong technical aptitude
- Demonstrates bias for action and takes initiative to advance opportunities or solve problems
- Excels leading large cross-functional teams to achieve a common objective
- Excels at solving complex problems with relevant subject matter experts
- Experience with operational teams, processes and tools needed to ensure they are prepared to support advisors as new features are delivered
Pay Range:
$106,088-$176,813/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!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
- Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
- Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
- Impactful Work: Our size is just right for you to make a real impact. Learn more here!
- Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
- Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
- Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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.
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