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

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

AVP, Product Owner

Key skills