VP Product Manager – Advisory Platforms
Core
VP Product Manager driving strategy, roadmap, and execution for LPL Financial's Advisory Platforms, with a key focus on building tax overlay and tax-managed portfolio services.
Role type
VP Product Manager (Advisory Platforms)
Builds
End-to-end advisory platform capabilities, tax overlay services, and vendor ecosystem integrations for wealth management advisors.
Domain
Financial Services / Wealth Management / Tax-Aware Investing
Deliverable
production ML models | product features
Required skills
Advisory platform expertise, tax overlay knowledge, vendor management, Agile/PI planning, cross-functional leadership, regulatory fluency, strategic roadmap execution
Preferred skills
MBA, tax-loss harvesting experience, transition management, gain/loss budgeting, wash sale handling
Technologies
Agile, PI planning, vendor platforms
Responsibilities
Shape and execute Advisory Platforms strategy; lead tax overlay build-out from definition to scale; manage vendor relationships and RFPs; define capabilities and workflows for advisors; drive PI deliverables and cross-functional alignment; create executive-level reporting on strategic outcomes.