LPL Financial

AVP, ETFs & Capital Markets Strategy

LPL Financial

full-time

Posted on:

Location Type: Office

Location: San Diego • Arizona • California • United States

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Salary

💰 $133,700 - $222,800 per year

Job Level

Lead

About the role

  • Evolving, managing and marketing ETF and capital market products
  • Market research, financial analysis, developing client-facing materials, and providing strategic insights to drive revenue growth and capital raising
  • Drive continual platform enhancements to offer a robust fund menu across ETFs and capital market business lines
  • Set the prioritization of our product pipeline in support of demand coming from our growing acquisitions
  • Cross-functional collaboration with LPL’s Research, Legal, Compliance, Operations, Marketing/Communication, Technology and sales/business development teams
  • Analyze market trends, investor demand, and competitive dynamics to define differentiated investment themes and shape compelling product narratives
  • Explore new investment structures and opportunities to drive strategic product expansion
  • Set the strategic direction for product sourcing and pipeline, manage product intake and prioritization, identify and close platform gaps
  • Engage with asset managers to curate and maintain a best-in-class product shelf aligned with the firm’s broader objectives
  • Engage with advisors to explain product design, features, performance drivers, limitations and suitability
  • Create/publish educational white papers, pitch decks, fact sheets, and other marketing materials

Requirements

  • Bachelor's degree
  • A minimum of 7 years of related experience in the financial services industry.
  • Deep understanding of investment products, product trends and industry regulations
  • Excellent presentation, quantitative and analytical skills
  • Experience working with investment-oriented databases and analytical software including Morningstar, FactSet and Excel
  • Investment Product management experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering
  • Ability to lead projects in a matrix managed fashion leveraging strong interpersonal and written communication skills
  • Experience with investment product underwriting, manufacturing and issuance a plus.
  • FINRA Series 7/66 required. Series 24 preferred.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysismarket researchinvestment product managementquantitative skillsanalytical skillsproduct underwritingproduct manufacturingproduct issuancestrategic insightsinvestment structures
Soft Skills
presentation skillsinterpersonal skillswritten communication skillscollaborationproject management
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 66FINRA Series 24