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Vice President, Retirement Product Strategy – Development
LPL Financial. Own the strategic direction and integrated roadmap for Retirement Partners’ products and platforms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement product management and development, with a strong focus on strategic direction, cross-functional collaboration, and effective execution of product lifecycles. Capable of translating advisor insights into scalable solutions while leading high-performance teams in a complex financial services environment.
Highest-signal resume keywords
Retirement Product ManagementProduct Lifecycle ManagementCross-Functional LeadershipStrategic AcumenRegulatory Knowledge
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 DevelopmentRoadmap PrioritizationAgile DevelopmentWorkflow DesignJourney MappingCommercialization PracticesBusiness Case DevelopmentSuccess MeasurementOperational ReadinessDue Diligence
Soft Skills
Executive CommunicationStakeholder ManagementAnalytical SkillsStorytellingTeam Inspiration
Industry Keywords
Financial ServicesRetirement MarketsInstitutional AccountsProduct Management DisciplinesCompetitive AnalysisAdvisor EngagementMarket TrendsRegulatory EnvironmentProduct InnovationHigh-Performance Culture
About the role
Key responsibilities & impact- Own the strategic direction and integrated roadmap for Retirement Partners’ products and platforms
- Convert strategic opportunities into business cases, product requirements, journey maps, workflows, and executable development plans
- Guide product initiatives from concept through launch and continuous improvement
- Develop positioning, launch plans, advisor education, adoption strategies, and success measures for new and enhanced solutions
- Serve as a subject matter expert across retirement products and platform capabilities
- Engage advisors to understand needs, pain points, and emerging opportunities
- Lead the design and enhancement of end-to-end retirement workflows and journeys
- Mobilize cross-functional teams across Technology, Operations, Legal, Risk, Finance, Research, Comprehensive Advice, and other product organizations
- Embed due diligence, operational readiness, controls, and ongoing monitoring throughout the product lifecycle
- Monitor regulatory developments, competitor offerings, pricing, policy, platform innovation, and advisor trends
- Standardize product-management disciplines, decision frameworks, prioritization, measurement, and commercialization practices
- Provide direction, coaching, and accountability to the product team while building a high-performance culture
Requirements
What you’ll need- Bachelor’s degree
- Minimum of 10 years of relevant financial-services experience
- Significant experience in retirement, product management, product development, institutional accounts, or related businesses
- Deep knowledge of retirement products, workplace and individual retirement markets, institutional accounts, and the regulatory environment
- Demonstrated success developing and launching complex financial products, platforms, or digital capabilities from strategy through commercialization
- Strong strategic and commercial acumen
- Ability to lead large, cross-functional initiatives in a highly matrixed organization
- Strong understanding of product lifecycle management, roadmap prioritization, agile development, workflow and journey design, and go-to-market execution
- Exceptional executive communication, storytelling, analytical, and stakeholder-management skills
- Ability to translate advisor and client insights into scalable product solutions and measurable business outcomes
- Ability to operate independently, navigate ambiguity, manage competing priorities, resolve escalations, and maintain momentum
- Strong leadership presence and ability to develop talent, build alignment, and inspire teams around a compelling product vision
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off