AVP, ETFs & Capital Markets Strategy | Investment Products

Job Overview

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

This role will be responsible for evolving, managing and marketing ETF and capital market products, focusing on market research, financial analysis, developing client‑facing materials, and providing strategic insights to drive revenue growth and capital raising. This leader will drive continual platform enhancements to offer a robust fund menu across ETFs and capital market business lines and set the prioritization of our product pipeline in support of demand coming from our growing acquisitions.

The role will also be responsible for other cross‑functional collaboration with LPL’s Research, Legal, Compliance, Operations, Marketing/Communication, Technology and sales/business development teams to collectively create great client outcomes.

• Analyze market trends, investor demand, and competitive dynamics to define differentiated investment themes and shape compelling product narratives.
• Explore new investment structures and opportunities to drive strategic product expansion.
• Set the strategic direction for product sourcing and pipeline, manage product intake and prioritization, identify and close platform gaps, and ensure the platform evolves to meet emerging areas of advisor and investor demand.
• Leverage asset flows, fund and industry trends and firm‑and industry‑level product usage insights to advise on strategic platform positioning.
• Engage with asset managers to curate and maintain a best‑in‑class product shelf aligned with the firm’s broader objectives.

• Engage with advisors to explain product design, features, performance drivers, limitations and suitability.
• Create/publish educational white papers, pitch decks, fact sheets, and other marketing materials and execute marketing campaigns and roadshows to increase engagement and adoption.
• Support new product launches by developing clear, effective talking points for inbound and outbound dialogue with partners and advisors.
• Prepare executive‑level, data‑driven and well‑structured presentations that effectively convey ideas, trade‑offs and outcomes to senior leadership. Must also be able to distill complex topics into clear recommendations for senior management decision making.

• Be a point of escalation for removing frictions in workflows and resolving complex problems in selling or servicing products.

• Be an agent of change to influence – at both the industry and firm level – how we support new product innovation to investment offerings.
• Provide project leadership on a variety of firm roadmap initiatives.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• Bachelor’s degree.
• A minimum of 7 years of related experience in the financial services industry.

• Deep understanding of investment products, product trends and industry regulations.
• Excellent presentation, quantitative and analytical skills.
• Experience working with investment‑oriented databases and analytical software including Morningstar, Fact Set and Excel.
• Investment Product management experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering.
• Ability to lead projects in a matrix managed fashion leveraging strong interpersonal and written communication skills.

• Experience with investment product underwriting,…