Product Manager responsible for Teams monetization strategy and roadmap at Plaud Inc. Leading cross - functional initiatives to enhance B2B product experiences with innovative AI tools.
About the role
- VP II, Direct Business, Technology Product Management at LPL Financial focusing on delivering a world-class Wealth Management Platform. Collaborates cross-functionally to drive product strategies and enhance advisor experience.
Responsibilities
- Develop and deliver the Direct Business & Retirement product portfolio, focusing on advisor experience, operational efficiency, and scalable technology solutions.
- Collaborate with cross-functional teams to ensure continuous improvement and innovation, driving adoption and market differentiation.
- Partner with internal operations, vendors, and technical teams to align goals and priorities, manage backlogs, and deliver on commitments.
- Lead strategic initiatives through effective governance, stakeholder engagement, and transparent execution.
- Create and maintain roadmaps, execution plans, and performance metrics that support continuous learning and improvement.
- Prepare SVP+ and C-suite-ready presentations and reports on strategic initiatives and product performance
Requirements
- 12 or more years of experience in product management roles, preferably within a broker-dealer, RIA, investment, or financial services firm.
- 10 or more years of experience leading high-performing teams in an agile environment.
- Strong expertise in building distributed cloud native products and applications, handling complexities processing external and internal data for workflows, managing operational efficiency, data controls, satisfying supervision and compliance needs, as well as advisor and investor experience.
- Experience managing data integrations with industry standard sources, such as NSCC, as well as proprietary interfaces, custodian feeds, TAMPs sponsors, and others.
- Strong understanding of advisor business models, including wealth management, retirement plans, and participant advice within retirement space
- Effective communication skills, both written and oral, with the ability to present to senior leadership and serve as a subject matter expert.
- Demonstrated business acumen and ability to develop and gain approval for business cases and funding requests.
- Strong analytical skills with the ability to evaluate opportunities and measure results against objectives.
- Experience in organizational change management and working across teams without direct authority.
- Ability to anticipate, identify, and manage risks across the business and technology landscape.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- competitive total rewards package
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