VP Product Manager – Advisory Platforms

LPL Financial

. Shape the Advisory Platforms strategy and vision with leadership and stakeholders .

Posted 9/23/2026full-timeUnited StatesLead💰 $135,960 - $226,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in product management and advisory platforms, with a strong focus on tax overlay capabilities and cross-functional team leadership. Proficient in Agile methodologies, strategic planning, and performance management within the financial services sector.

Highest-signal resume keywords

Product ManagementTax Overlay CapabilitiesAgile Environment LeadershipCross-Functional Team LeadershipFinancial Services Regulatory Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax-Loss HarvestingGain/Loss BudgetingTransition ManagementWash Sale HandlingTax-Aware RebalancingKPI DefinitionPortfolio ManagementVendor EvaluationRFP ManagementAgile Product Development

Soft Skills

Expert Written CommunicationExpert Oral CommunicationConsulting Mindset

Certifications & Qualifications

Bachelor's DegreeMBA or Advanced Degree

Industry Keywords

Financial ServicesFinTechInvestment ManagementManaged Account PlatformsAdvisory Capabilities

About the role

Key responsibilities & impact

Shape the Advisory Platforms strategy and vision with leadership and stakeholders
Own execution of the strategy end to end
Translate strategy into a 6–24 month roadmap with themes, outcomes, and value drivers
Lead LPL’s tax overlay build-out from capability definition and vendor selection through delivery, advisor enablement, and scale
Define tax overlay capabilities including tax-loss harvesting, gain/loss budgeting, transition management, wash sale handling, tax-aware rebalancing, and client-level tax preferences
Drive PI deliverables through PI planning, commitment, and execution with aligned technology teams
Own vendor evaluation, selection, roadmap alignment, performance management, escalations, RFPs, and build-versus-buy analysis
Design operating models, workflows, controls, and disclosures for advisory capabilities with Legal, Risk, and Compliance
Align prioritization and sequencing with adjacent teams including Model Management
Define and prioritize advisor capabilities and drive enablement and adoption with field, marketing, training, and service partners
Lead cross-functional teams and make scope and prioritization tradeoffs without direct authority
Define KPIs and success metrics and create executive- and Board-ready reporting and presentations
In the first 90 days, learn the advisory platform landscape, establish relationships, assess tax overlay capabilities, review roadmaps and risks, and bring fresh perspectives

Requirements

What you’ll need

Bachelor’s degree in a related field
10+ years of experience in product management, management consulting, investment management, or program and project management
Preferably experience within financial services or a related FinTech firm
5+ years leading cross-functional teams in an Agile environment
Experience driving PI planning and delivery with technology partners
5+ years experience with advisory or managed account platforms, including advisor workflows, trading and rebalancing, or UMA/SMA account structures
5+ years experience with tax overlay, tax-managed, or tax-aware portfolio management capabilities strongly preferred
Strong understanding of centralized portfolio management team operations, UMA and managed account structures, account management interactions, tax-sensitive portfolio management, and investment management administration
Consulting mindset
Fluency in the financial services regulatory environment
Command of Agile product development
Expert written and oral communication
Ability to use metrics, analytics, and insights for recommendations
MBA or other advanced degree preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package