VP, Product Management – Workflows Transformation

LPL Financial

. Own end-to-end delivery and outcomes for Operations workflow products, accountable for strategy, execution, adoption, and realized business value.

Posted 5/13/2026full-timeAustin • South Carolina, Texas • 🇺🇸 United StatesLead💰 $135,960 - $226,600 per yearWebsite

About the role

Key responsibilities & impact

Own end-to-end delivery and outcomes for Operations workflow products, accountable for strategy, execution, adoption, and realized business value.
Define product priorities, success metrics, and investment tradeoffs aligned to enterprise and Operations objectives.
Ensure consistent delivery of measurable improvements in advisor experience, cycle time, risk reduction, and operational efficiency.
Establish clear accountability models, delivery standards, and governance mechanisms across teams.
Set domain strategy for workflow transformation with an automation-first mindset and selective, responsible use of AI.
Guide teams in balancing deterministic automation, orchestration, and AI-assisted decisioning based on value, risk, and explainability.
Partner with Engineering, Architecture, Data, and Risk & Compliance to ensure solutions are compliant, scalable, resilient, and governable.
Ensure workflows are data-driven and AI-ready where appropriate, without introducing unnecessary complexity or risk.
Oversee a portfolio of workflow products, ensuring alignment between roadmaps, delivery capacity, and Operations priorities.
Review and challenge product strategies, roadmaps, and backlogs to maintain focus on outcomes over outputs.
Act as an escalation point for delivery risks, dependencies, and cross-team tradeoffs.
Build, lead, and develop a high-performing team of Product Owners and Product Managers.
Set clear expectations for ownership, execution quality, and product thinking; coach leaders on delivery discipline and stakeholder management.
Provide ongoing feedback, performance management, and career development.
Foster a culture of accountability, continuous improvement, and learning — especially around automation and responsible AI.
Serve as a senior execution partner to Operations, Technology, Data, and Risk executives.
Lead governance forums with transparent reporting on delivery progress, benefits realization, risks, and tradeoffs.
Influence enterprise priorities and funding decisions through data-driven business cases and outcome reporting.
Play a visible leadership role in LPL’s digital and AI transformation across Operations.
Establish and scale best practices for workflow product ownership, portfolio management, and responsible AI adoption.
Act as a thought leader and role model for modern product management at LPL.

Requirements

What you’ll need

10+ years of experience in product management, consulting, or technology-enabled transformation, preferably within financial services or other regulated industries.
10+ years experience leading portfolio-level product delivery with accountability for outcomes across multiple teams or initiatives.
Proven track record delivering large-scale workflow transformation in Operations, servicing, or back-office environments.
2+ years experience leveraging automation and AI-assisted capabilities (e.g., decisioning, classification, human-in-the-loop workflows) to improve operational efficiency or quality.
5+ years experience as a people leader with experience managing, developing, and mentoring Product Managers and Product Owners.

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

product managementworkflow transformationautomationAI-assisted decisioningportfolio managementdata-driven decision makingperformance managementstakeholder managementdelivery standardsgovernance mechanisms

Soft Skills

leadershipcoachingaccountabilitycontinuous improvementcommunicationteam developmentstrategic thinkinginfluencingcollaborationproblem-solving