VP Product Manager – Advisory Platforms

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 OverviewLPL Financial is seeking a Vice President, Product Management for Advisory Platforms within LPL’s Wealth Management Products organization — one of the most visible groups in our firm. As a trusted business partner, you will drive outcomes, lead cross-functional teams, and contribute the deep, thoughtful analysis that enables our leadership team to make informed decisions across our advisory platforms.

The Advisory Platforms product area is centered on the end-to-end capabilities advisors use to run their advisory business and the vendor relationships that support them — platform functionality, advisor workflows, and the partner ecosystem behind them. You will drive PI deliverables for the domain, working directly with your aligned technology partners and delivery teams to plan, commit, and deliver against the roadmap.

You will also partner extensively with adjacent teams, including Model Management, to align on prioritization and sequencing so shared capabilities are delivered with minimal impact to those teams’ own commitments.

You will collaborate on the strategy and vision for Advisory Platforms and own its implementation — translating agreed direction into roadmaps, requirements, prioritized backlogs, and delivered capabilities. Strategic direction is set in partnership with senior leadership and stakeholders; your accountability is making it real.

A key component of that vision is the build-out of LPL’s tax overlay capabilities — tax-aware and tax-managed portfolio services delivered through our advisory platforms and overlay partners. You will lead the product execution behind this build-out, from capability definition and vendor selection through delivery, advisor enablement, and scale.

To be successful, you should bring a strong understanding of how financial professionals run their practice with a focus on advisory business — centralized portfolio management team operations, UMA and managed account structures, the interactions between parties involved in account management, tax-sensitive portfolio management, and investment management administration. A consulting mindset, fluency in the financial services regulatory environment, and command of Agile product development are critical.

You will lead interactions with advisors, business leads, internal cross-functional teams, and external vendors to drive key outcomes in support of our strategy.

Responsibilities Partner with leadership and stakeholders to shape the Advisory Platforms strategy and vision, and own the execution of that direction end to end.

Translate agreed strategy into a 6–24 month roadmap with clear themes, expected outcomes, and value drivers, aligned with stakeholders and dependent teams.

Lead the product execution of LPL’s tax overlay build-out as a key component of the Advisory Platforms vision — defining capability requirements, sequencing delivery, and driving the cross-functional work needed to bring tax-managed services to market ine the tax overlay capability set in partnership with advisors, Advisory Programs business stakeholders, the Overlay Portfolio Management Group (OPMG), and vendor partners — including tax-loss harvesting, gain/loss budgeting, transition management, wash sale handling, tax-aware rebalancing, and client-level tax preferences.

Drive PI deliverables for the domain — partnering with aligned technology teams through PI planning,…