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Job Overview:

LPL Financial is seeking an Assistant Vice President for our Product team to lead the collection, translation, and publication of product roadmap updates and tech release notes. This role will work closely with Product and Technology leadership to translate detailed delivery notes into digestible updates for internal and external audiences. This role will also work closely with a broad spectrum of stakeholders including executive leaders and their peers across the firm. Responsibilities will include a combination of writing, project management, and problem solving. The ideal candidate will be able to effectively translate technical delivery notes into engaging content that is consumable to a non-tech audience. These updates will be distributed to a variety of groups including internal partners, clients, and external publications.

The AVP will support the Product team in developing consumable updates on our product roadmap as well as collecting, refining, and distributing executive-level updates. A successful candidate will possess exceptional writing ability, business acumen, and ability to engage with executive leadership. Additionally, the candidate should also understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.

Responsibilities:

• Develop product roadmap updates by translating detailed delivery notes into digestible content for internal and external audiences.
• Coordinate with Product senior leadership to collect product updates that highlight the commercial value of the work.
• Leverage strong communication skills and presentation ability to understand and synthesize technical details into easily understandable forms to various audiences.
• Assist in proactively communicating product updates across all levels of the organization, clients, and external publications.
• Identify opportunities for improvement and make recommendations for change within the current ecosystem.
• Support other related ad hoc initiatives as they arise.

Requirements:

• Bachelor’s degree.
• 5+ years’ experience in financial services, product/tech writing, corporate strategy, or consulting.

Core Competencies:

• Excellent written and verbal communication skills.
• Proven track record of translating technical delivery notes into business-oriented product updates.
• Experience in dealing with senior leadership to gather feedback and share ideas.
• Demonstrated ability to develop, iterate, and execute strategies and plans.
• Ability to adapt to change, work independently and as part of teams, and manage initiatives to deliver results within tight timeframes.
• Detail oriented and organized with the ability to be comfortable in ambiguous and challenging situations.
• Keen ability to manage large sets of tasks and able to prioritize and manage multiple projects requests of various size and scope.
• Ability to build strong partnerships across all teams.

Preferences:

• Financial services experience a plus, not required.

Pay Range:

$106,088-$176,813/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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.

• Impactful Work: Our size is just right for you to make a real impact.

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.

• Community Focus: We care for our communities and encourage our employees to do the same.

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

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.