VP, Trading Product Manager
Core
VP of Trading Product Management responsible for managing and developing LPL's trading capabilities, specifically driving the Clientworks Rebalancer (CWR) product and enhancing the trading platform for financial advisors.
Role type
VP, Trading Product Manager
Builds
Trading platform features, Clientworks Rebalancer functionality, and strategic profit/growth roadmaps for trading products.
Domain
Financial Services / Wealth Management / Trading Technology
Deliverable
production ML models | product features
Required skills
Trading strategy and execution, product roadmap definition, risk management oversight, cross-functional collaboration, regulatory landscape understanding, client experience journey mapping, cost-benefit analysis, advisor dialogue and marketing strategy.
Preferred skills
Series 4, 7, 24, 53, 55, 66 licenses, MBA, CFA, advanced degree, Microsoft Office proficiency.
Technologies
Trading platforms, order entry systems, security types, vendor systems.
Responsibilities
Execute implementation of new trading capabilities with focus on CWR; maintain and enhance current Trading Platform; align trading capabilities with marketplace to ensure competitiveness; ensure proper risk management oversight and controls; define and implement strategic profit and growth roadmaps; provide thought leadership on trading services, regulatory matters, and market trends; assess and develop trading partnership suite of products; gain alignment on funding opportunities.
Seniority
VP, strategic leadership & hands-on product ownership