Assistant Vice President driving product strategy and program management at LPL Financial. Leading cross-functional teams and driving strategic initiatives within the wealth management sector.
Responsibilities
Create best-in-class reports and prepare presentations related to LPL’s strategic plays and growth initiatives that are SVP+, C-Suite, and Board ready
Work closely with business and technical partners to align goals and priorities, including providing vision for PI events and backlog management.
Assist in the management of strategic initiatives through the establishment and ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program and product execution
Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs.
Drive decision-making for the business and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution.
Develop roadmaps, plans and metrics that communicate progress, risks, issues and approach to execution that support continuous learning and improve outcomes.
Sets a high bar for results through repeatable, scalable processes.
Requirements
Bachelor’s degree in a related field
7 plus years of experience in product management, management consulting, compensation management, program & project management preferably within a financial services or related FinTech firm
5+ years of developing, cultivating, and leading strong, high-performing teams in an agile environment
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