AVP, Product Management - Business Management

LPL Financial

Confirmed live today High trust
Hybrid

Quick summary

Work type
Hybrid
Location
Fort Mill, NCCharlotte, NCSan Diego, CANew York, NY
Salary
$109,283–$182,104 / yr
Employment
Full-time
Posted
5 days ago
Freshness
Confirmed live today

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $200k
This role $146k
$94k most similar roles pay here $249k

This role pays less than 87% of similar roles. Most pay $173,374–$227,200 — the shaded band above. At the midpoint, this role pays about $146k versus about $200k for comparable roles.

Based on 240 similar postings.

Employer

About LPL Financial

LPL Financial is the largest independent broker-dealer in the United States, providing brokerage and investment advisory services to independent financial advisors and financial institutions. Industry: Financial Services & Wealth Management

LPL Financial currently has 56 open roles on FindRole.

Listed pay typically runs $127,873–$213,121 across 52 roles with salary data.

Most-posted roles

View all roles at LPL Financial

At a glance

TL;DR · AVP, Product Management - Business Management

AVP, Product Management - Business Management serves as a key member of the team responsible for the strategy, roadmap, and evolution of business management and intelligence capabilities. This role focuses on transforming Business Management Reporting into an AI-enabled experience that provides actionable insights for institutions, advisors, and internal teams to improve operational efficiency and risk management. The individual will define product vision, prioritize investments, develop business cases, and manage executive communications while collaborating with Data Engineering, UX, and Technology teams. Essential skills include strategic product leadership, roadmap development, and AI-enabled product fluency. Candidates should possess experience in data-intensive environments, specifically involving data pipelines, semantic modeling, and reporting platforms like Tableau. The role addresses the challenge of providing centralized dashboards and tools to help financial professionals understand performance, identify opportunities, and make informed business decisions.

What you'll do

  • Define and execute a product vision for scalable business management capabilities and AI-enabled insights.
  • Own and evolve the product roadmap by prioritizing initiatives that improve reporting for advisors and internal teams.
  • Develop investment rationales, business cases, and multi-quarter roadmaps aligned with organizational goals.
  • Coordinate with data engineering and technology teams to ensure reliable data assets and scalable infrastructure.
  • Identify opportunities to integrate AI capabilities, intelligent automation, and generative technologies into the platform.
  • Translate strategic objectives into actionable epics and measurable outcomes for delivery teams.
  • Create executive presentations and governance materials to communicate roadmap priorities and risks to senior leadership.
  • Monitor product adoption and performance metrics to identify areas for optimization and growth.

What we're looking for

  • Background in wealth management or data-intensive business environments.
  • 7+ years of experience in product management within data, analytics, business intelligence, reporting, or enterprise platform environments.
  • 3+ years of experience developing product strategy and roadmaps for business intelligence, analytics, reporting, or business management platforms.
  • 3+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling.
  • 3+ years of experience leading cross-functional initiatives involving technology, data, UX, and business stakeholders.
  • Experience developing product strategies, building multi-quarter roadmaps, and communicating priorities to senior leadership (preferred).
  • Experience creating business cases, defining investment priorities, and translating organizational objectives into product strategies (preferred).
  • Experience creating executive presentations, governance materials, and documentation supporting strategic decision-making (preferred).

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