AVP, Wealth Advisors Group Product Manager
Core
Lead product strategy and platform modernization for Wealth Advisors Group to help financial advisors serve investors and unlock business growth.
Role type
Senior Product Manager (Wealth Management)
Builds
Proprietary LPL tech platform for client segmentation, business valuation, and advisor transition opportunities
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Product strategy, stakeholder management, market research, competitive analysis, roadmap planning, agile methodology, process automation, business case development, success metrics definition
Preferred skills
FINRA licensing (SIE, Series 7), Product as a Service (PaaS) experience, Salesforce expertise, SAFe, CPM, Six Sigma
Technologies
Salesforce, LPL proprietary platforms
Responsibilities
Define product offerings and roadmaps aligned with business objectives, partner with Product Owner to evolve tech platform, drive advisor adoption and engagement, identify opportunities for AI-driven efficiencies, establish success metrics and monitor adoption/outcomes, communicate trends and progress to leadership
Seniority
Senior, hands-on IC
