Senior Product Owner

Are you a driven entrepreneur? Are you a life-long learner? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? AND are you interested in being part of a team of rockstars that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Senior Product Owner role supports the CRM platform as a key member of the product team and is responsible for delivering strategies and processes that enable our business stakeholder’s performance. This role will be responsible for designing, delivering, and monitoring new functionality to the product that leads to value for the business user. This person would work directly with the development team and technical architect to deliver on our promise and contribute to the roadmap by iterating on requirements from business stakeholders. They partner with senior members of the team ensuring the successful delivery of Salesforce.com implementation and are key communicators with business leadership and IT partners. They should have solid functional and/or industry knowledge (especially of CRMs), background in planning and managing projects, an ability to be proactive, innovative, and team-oriented in a virtual setting, and drive key deliverables and creative design concepts.

Responsibilities:

Our Senior Product Owner for the CRM platform plays a pivotal role in product development, ensuring alignment between business goals/strategy and user needs.

• Vision and Strategy: Defining the product vision and roadmap to guide development efforts.

• Leverage your deep understanding of sales processes to design intuitive, user-friendly workflows within the Salesforce CRM. Drive innovation by proposing new features that enhance sales efficiency and customer interactions.

• User Experience: Gather and analyze user feedback to continuously improve product features and user satisfaction.

• Training and Support: Provide training and support to internal teams and stakeholders on product functionalities and updates.

• Data Analytics: Analyze Salesforce / CRM product performance data to provide actionable insights and recommendations.

• Reporting: Create detailed reports and presentations to communicate findings and recommendations to senior management; troubleshoot problems as necessary

• Define and prioritize feature development, enhancements, and integrations based on a keen understanding of market trends, customer feedback, and business priorities.

• Lead an agile development team through the entire product development lifecycle, including planning, development, testing, and deployment. Foster a collaborative environment that promotes creativity and continuous improvement

• Market Analysis: Understand the competition of the firm and technology stack

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree in Business, Computer Science, or a related field

• 4 plus years of progressive experience as a Product Owner, with a focus on designing and managing Salesforce CRM solutions full customer lifecycle teams

Core Competencies:

• Proven track record of successfully leading cross-functional teams in an agile development environment.

• Exceptional analytical, problem-solving, and strategic thinking abilities.

• Strong leadership, communication, presentation, and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels.

• Experience on a CRM implementation through the full Software Development Lifecycle (SDLC)

• Expertise in Agile project methodologies and tools (JIRA, Confluence, etc.).

Preferences:

• MBA or advanced degree

• Salesforce (or other CRM) certification

• Previous Salesforce.com experience

Pay Range:

$93,500-$155,800/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. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

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

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

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

• 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. Learn more here!

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.

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