VP, Product Management – W2 & Affiliate Models

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The VP, Product Management is responsible for the end‑to‑end product experience for W2 and Affiliate advisors. This role owns the full product lifecycle, including intake, prioritization, roadmap development, delivery execution, and post‑launch optimization. The role operates within Product and partners closely with Technology, EPMO, Business, Operations, Compliance, and Service to deliver scalable, consistent, and advisor‑centric solutions that improve onboarding, office readiness, and overall advisor experience.

Responsibilities:

• Own the centralized intake process and prioritization framework for all W2 and Affiliate advisor product requests
• Define and manage a consolidated backlog spanning onboarding, office enablement, infrastructure, third‑party tools, and platform enhancements
• Develop and maintain a transparent product roadmap with defined priorities, dependencies, and sequencing aligned to business outcomes
• Serve as Product Owner during PI planning and execution, aligning scope, objectives, and delivery commitments with Technology and EPMO
• Track delivery progress, manage risks and dependencies, and make scope trade‑off decisions based on capacity and business value
• Define product requirements for advisor onboarding, office deployments, infrastructure upgrades, and hardware enablement
• Establish and evolve standardized solutions (e.g., Network‑in‑a‑Box, Office‑in‑a‑Box) to improve scalability and supportability
• Ensure integration of onboarding and enablement solutions with identity, access, email, and downstream systems
• Own lifecycle management of third‑party tools, including evaluation, implementation, adoption tracking, and decommissioning
• Ensure third‑party solutions align with advisor workflows, compliance requirements, and enterprise architecture strategy
• Define launch readiness criteria and coordinate go‑to‑market activities with Communications, Training, and Service teams
• Establish feedback loops and monitor adoption metrics to drive continuous product improvement
• Serve as the primary product partner to Business and Field leadership
• Drive cross‑functional execution across Product, Technology, EPMO, Operations, Compliance, and Service
• Provide consistent reporting on roadmap progress, delivery performance, and product outcomes
  
  
  

What are we looking for?

We are seeking a product leader who will pursue greatness, act with integrity, and is driven to help our clients succeed. The ideal candidate collaborates effectively to win together while bringing a mindset that helps teams create and share joy through meaningful, well‑executed product experiences that deliver measurable value for advisors and the business.

Requirements:

• 8 years of experience in product management, product ownership, or a related discipline
• 5 years of experience managing end‑to‑end product delivery within a cross‑functional environment (Technology, Operations, Compliance)
• Experience owning and managing product backlogs, roadmaps, and prioritization frameworks in an Agile environment
• Experience serving as Product Owner in PI planning and delivery execution processes
• Bachelor’s degree in Business, Technology, or a related field
  
  
  

Preferences:

• Experience supporting financial services, wealth management, or advisor‑facing platforms
• Familiarity with advisor onboarding processes, office enablement, or infrastructure deployment models
• Experience managing third‑party vendor tools and integrations across evaluation, implementation, and lifecycle management
• Exposure to SAFe or scaled Agile delivery frameworks
• Experience defining standardized product offerings (e.g., hardware bundles, network solutions, or platform packages)
  
  
  

Pay Range:

$135,960.00 - $226,600.00

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!

Company Overview:

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(6) , 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 www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com 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.

EAC 5.19.26