AVP Wealth Advisors Group Product Manager

LPL Financial

Confirmed live 2 days ago High trust

Quick summary

Work type
On-site
Location
Fort Mill, NCCharlotte, NCAustin, TXTempe, AZ
Salary
$109,283–$182,104 / yr
Posted
11 days ago
Freshness
Confirmed live 2 days ago

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $199k
This role $146k
$94k most similar roles pay here $248k

This role pays less than 85% of similar roles. Most pay $167,468–$229,625 — the shaded band above. At the midpoint, this role pays about $146k versus about $199k 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 59 open roles on FindRole.

Listed pay typically runs $140,959–$234,882 across 54 roles with salary data.

Most-posted roles

View all roles at LPL Financial

At a glance

TL;DR · AVP Wealth Advisors Group Product Manager

AVP, Wealth Advisors Group Product Manager The AVP, Wealth Advisors Group Product Manager joins the WealthAG team within the Client Success group to bridge the gap between vision and execution. This role focuses on modernizing a proprietary technology platform to enhance client segmentation, business valuation, and advisor transition opportunities. You will collaborate with cross-functional stakeholders in sales, legal, and technology to identify business needs through market research and competitive analysis. Responsibilities include defining product roadmaps, managing delivery priorities, and identifying automation or AI-driven efficiencies to streamline workflows for financial advisors. The role requires expertise in wealth management, product management, and project management. Key technical competencies include experience with Salesforce and familiarity with the Scaled Agile Framework. You will solve complex problems regarding investor onboarding and service diversification while ensuring a high-quality client experience within the wealth management industry.

What you'll do

  • Identify business needs and shape strategic priorities through market research, competitive analysis, and stakeholder interviews.
  • Develop and manage product roadmaps, delivery plans, and feature requirements aligned with business objectives.
  • Partner with the Product Owner to evolve a proprietary technology platform for client segmentation and advisor transitions.
  • Drive product strategies that increase advisor adoption by streamlining workflows and enhancing system integration.
  • Identify opportunities for process improvement through automation and AI-driven efficiencies.
  • Define product offerings including business cases, economic models, and operational frameworks.
  • Establish success metrics to monitor product adoption, revenue growth, and operational efficiency.
  • Communicate business trends, project progress, and strategic priorities to senior leadership and stakeholders.

What we're looking for

  • Must have at least 5 years of experience in wealth management and awareness of industry dynamics.
  • Must have at least 3 years of experience in product management, project management, or product design for technology-enabled services.
  • Preferred candidates should hold FINRA licenses, specifically the SIE and Series 7.
  • Experience with Salesforce and its integration capabilities is preferred.
  • Knowledge of "product as a service" and various wealth management models including ERISA-qualified plans is preferred.
  • SAFe, CPM, or Six Sigma (Green or Black Belt) certifications are preferred.
  • Must possess strong analytical skills to identify trends and measure success.
  • Must be a skilled communicator capable of presenting complex initiatives to senior leadership.

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