VP, Product Management, Workflows… at LPL Financial… · Charlotte

VP, Product Management, Workflows Transformation Location: Fort Mill/Charlotte Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly, our employees. If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. Are you passionate about transforming complex operational workflows into scalable, resilient systems that deliver real business impact? At LPL Financial, we’re looking for a senior product leader who thrives at the intersection of Operations, Technology, Automation, and AI — someone ready to lead enterprise‑scale transformation in a highly regulated environment while developing the next generation of product leaders. Job Overview LPL Financial is seeking a Vice President, Product Management within the Product Management organization to lead workflow transformation across Operations. This role is accountable for the end‑to‑end delivery of an Operations Transformation portfolio, including strategy, execution, adoption, and sustained value realization across automation‑led and AI‑enabled (where applicable) workflow products. The VP is accountable for outcomes — ensuring that high‑impact operational workflows are transformed into well‑architected, orchestrated systems that improve advisor experience, increase operational efficiency, and support safe, compliant growth. This leader thinks beyond individual workflows, focusing on the health, resilience, and performance of the broader operational system. As a senior partner to Operations, Technology, Data, and Risk leaders, the VP applies an automation‑first, AI‑informed product strategy grounded in systems thinking. In addition, this leader builds and develops a high‑performing team of Product Owners and Product Managers, setting a high bar for execution, systems‑level thinking, and responsible AI usage. Responsibilities: Product Ownership & Delivery Accountability 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. Automation‑Led & AI‑Enabled Transformation Strategy 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. Portfolio & Product Leadership 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. People Leadership & Talent Development 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. Stakeholder Leadership & Executive Governance 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. Enterprise Digital & AI Transformation Leadership 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. What Are We Looking For? A strategic, outcomes‑driven product leader with deep experience transforming operational workflows at scale — someone who combines strong systems thinking, executive influence, and people leadership with a practical, responsible approach to automation and AI in a regulated environment. Requirements 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. Core Competencies Enterprise product and delivery leadership Systems thinking and outcome‑driven execution Automation‑first, AI‑informed product strategy Executive communication and governance Talent development and organizational impact Please note: This position does not offer work authorization sponsorship now or in the future. Applicants must have valid U.S. work authorization that does not require employer sponsorship. Pay Range: $135,960.00 - $226,600.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC12.9.25 Additional Locations: Austin TX