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AVP, Product Management – ClientWorks Platform
LPL Financial. Serve as a subject matter expert on users and their needs through customer interviews, product analytics reviews, user feedback sessions, and aggregation of insights from internal partners .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management with a focus on digital products and technology-enabled services, leveraging analytical skills to evaluate business opportunities and drive cross-functional collaboration. Proficient in defining product roadmaps and measuring success through established metrics.
Highest-signal resume keywords
Product ManagementClient-Facing ExperienceBusiness AcumenAgile CertificationUI/UX Principles
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 DevelopmentMetrics DevelopmentBusiness Case DevelopmentProduct AnalyticsRoadmap Execution
Soft Skills
Written CommunicationOral CommunicationCross-Functional CollaborationAnalytical Skills
Certifications & Qualifications
Agile CertificationSAFe Certification
Industry Keywords
Financial ServicesBroker-DealerRegistered Investment AdviserInvestment Firm
About the role
Key responsibilities & impact- Serve as a subject matter expert on users and their needs through customer interviews, product analytics reviews, user feedback sessions, and aggregation of insights from internal partners
- Define the near- and medium-term product development roadmap and key features and capabilities
- Manage product development cycles with clear schedules, deliverables, and milestones
- Develop and monitor metrics to measure product and feature success and inform future iterations
- Partner with diverse cross-functional teams to drive creative and continuous improvements
Requirements
What you’ll need- 5+ years of experience in product management roles building digital products or technology-enabled services
- Experience in a client-facing role and/or in the financial services industry, preferably within a broker-dealer, registered investment adviser (RIA), investment firm, or financial services firm
- Demonstrated business acumen
- Experience interacting with partners, including developing, presenting, and obtaining approval for business cases and funding requests needed to support roadmap execution
- Ability to work on cross-functional teams and drive outcomes without direct authority
- Analytical skills with demonstrated ability to evaluate business opportunities and assess results against established objectives
- Written and oral communication skills
- Experience presenting materials to senior organizational leaders and serving as a subject matter expert
- Agile and/or SAFe training or certifications preferred
- Knowledge of fundamental UI/UX principles preferred
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive LPL Total Rewards package