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LPL Financial

AVP, Product Owner

LPL Financial

. Lead product strategy, roadmap development, and execution for LPL’s investment reporting and statement platforms .

Posted 5/15/2026full-timeSan Diego • California • 🇺🇸 United StatesLead💰 $120,098 - $200,232 per yearWebsite

About the role

Key responsibilities & impact
  • Lead product strategy, roadmap development, and execution for LPL’s investment reporting and statement platforms
  • Become a subject matter expert in the functionality, usage, and architecture of LPL’s statement production and distribution systems
  • Review, organize, and prioritize product enhancement requests, feature ideas, and defect remediation
  • Gather and synthesize feedback from advisors, clients, and internal stakeholders to inform product decisions
  • Create and maintain business requirements documents (BRDs), epics, features, and user stories
  • Partner closely with engineering teams throughout the full product development lifecycle
  • Collaborate with marketing and communications teams on product positioning and go-to-market initiatives
  • Support product releases, adoption efforts, and continuous process improvements
  • Ensure product decisions align with client needs, regulatory considerations, and business objectives

Requirements

What you’ll need
  • Bachelor’s degree or equivalent professional experience
  • 5+ years of experience in product management, business analysis, or a related role
  • Experience working within financial services, investment management, or banking environments
  • Demonstrated experience with Agile product management, backlog prioritization, and roadmap ownership
  • Strong experience translating business needs into BRDs, user stories, and product specifications

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

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

Hard Skills & Tools
product managementbusiness analysisAgile product managementbacklog prioritizationroadmap developmentbusiness requirements documentsuser storiesfeature prioritizationdefect remediationproduct specifications
Soft Skills
leadershipcollaborationcommunicationorganizational skillsfeedback synthesisstrategic thinkingclient needs assessmentstakeholder engagementprocess improvementproduct positioning
Certifications
Bachelor's degree