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AVP, Product Management – Business Management
LPL Financial. Define and execute the Business Management Reporting product vision .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management, particularly in developing strategies and roadmaps for business intelligence and analytics platforms. Strong ability to drive cross-functional collaboration and influence stakeholders while leveraging data-driven decision-making and AI capabilities.
Highest-signal resume keywords
Product ManagementBusiness Intelligence StrategyData Engineering CollaborationExecutive CommunicationAI-Enabled Product Fluency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Strategy DevelopmentRoadmap PrioritizationData Pipeline ManagementSemantic ModelingBusiness Case CreationAnalytical ThinkingOutcome-Based Business CasesInvestment RationalesCross-Functional LeadershipOperational Performance Monitoring
Soft Skills
Strategic LeadershipInfluencing StakeholdersCollaborationCommunication
Tools & Technologies
TableauBusiness Intelligence PlatformsData Visualization ToolsGovernance Processes
Industry Keywords
Wealth ManagementData-Intensive EnvironmentsEnterprise Reporting ModernizationAnalytics EcosystemsIntelligent Automation
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Define and execute the Business Management Reporting product vision
- Own and evolve the Business Management Reporting roadmap
- Develop product strategies, roadmaps, investment rationales, and outcome-based business cases
- Drive alignment across Product, Data Engineering, Data Governance and AI, Technology, UX, and Business teams
- Partner with data platform and engineering teams on reliable data assets, governed information architecture, and scalable enterprise platforms
- Identify opportunities to incorporate AI capabilities, intelligent automation, copilots, and generative technologies
- Translate strategic objectives into roadmap initiatives, epics, and measurable outcomes
- Prioritize product investments based on business value, customer needs, market opportunities, technology strategy, and enterprise objectives
- Establish operating rhythms and participate in governance processes
- Monitor product adoption, business outcomes, customer feedback, and operational performance
- Develop product documentation, executive presentations, leadership communications, and governance materials
- Present roadmap strategies, investment priorities, business outcomes, risks, dependencies, and recommendations to senior leadership and governance forums
- Advocate for the evolution of Business Management Reporting into a broader business management and intelligence platform
Requirements
What you’ll need- Background in wealth management or data-intensive business environments
- 7+ years of experience in product management within data, analytics, business intelligence, reporting, or enterprise platform environments
- 3+ years of experience developing product strategy and roadmaps for business intelligence, analytics, reporting, or business management platforms
- 3+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling
- 3+ years of experience leading cross-functional initiatives involving technology, data, UX, and business stakeholders
- Strategic product leadership and business acumen
- Product roadmap strategy and investment prioritization
- Executive communication and influence
- Strong analytical thinking and data-driven decision making
- AI-enabled product fluency
- Experience creating business cases, defining investment priorities, influencing stakeholders, and translating organizational objectives into product strategies, roadmap investments, and measurable business outcomes
- Experience supporting modernization of enterprise reporting, analytics, or business management ecosystems
- Familiarity with Tableau, semantic-layer architecture, business intelligence platforms, or emerging data visualization tools
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive LPL Total Rewards package