AVP, Product Manager

AVP, Product Manager role at LPL Financial

We are seeking a strategic and execution‑focused Product Manager to lead the vision, delivery, and operational excellence of our Request Management and Messaging platforms including homegrown technology for request tracking, notifications, and CRM custom development. This role ensures alignment across stakeholders, drives cross‑functional initiatives, and delivers seamless agent experiences.

• Collaborate with engineering, UX, and vendor teams to deliver high‑impact features and enhancements.
• Analyze product performance and user feedback to drive continuous improvement.
• Advise senior leadership as a strategic partner to ensure alignment across initiatives.
• Lead the planning, execution, and delivery of projects related to agent tools and operational enhancements.
• Develop and maintain comprehensive project plans, schedules, and resource allocations.
• Track progress, mitigate risks, and ensure timely delivery of milestones.
• Facilitate cross‑functional planning, communication, and decision‑making processes.
• Prepare executive‑level updates, dashboards, and presentations to communicate project status and outcomes.
• Identify and eliminate blockers across teams to accelerate delivery.
• Support change management, training, and rollout activities for new features and tools.
• Document processes and ensure compliance with governance standards.

• Bachelor’s degree in a related field.
• 5+ years of experience in product management, management consulting, program & project management.
• 5+ years of developing, cultivating, and leading strong, high‑performing teams in an agile environment.

• PMP, Agile/Scrum, or SAFe certification (preferred).
• Experience working with call center software.
• Experience in the telephony and call center sector with a proven track record of deploying customer‑centric initiatives to drive improvement.
• Experience interacting with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests.
• Experience working in a cross‑functional team and driving outcomes without having direct authority.
• Experience Jira, Confluence, Smartsheet, or MS Project.

• Comfortable navigating ambiguity and driving clarity across teams.
• Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as a recognized subject matter expert on the team.
• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
• Consensus‑builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges.

$116,600‑$194,400/year

Actual base salary varies based on factors, including but not limited to relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575‑6947.

Primary EEO: EOE.