Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: This is an Assistant Vice President position in Advisor Experience as a product owner for the Personalization and Business Configurator product. As a trusted business partner, you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions. Responsibilities: Be the subject matter expert on our users and their needs and desires, through customer interviews, product analytics, user feedback sessions, and insight from internal partners Define mid-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones Develop and monitor metrics to track the success of products and features and inform future iterations Work with a diverse group of cross-functional teams to ensure creative and continuous improvements 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 Work closely with Product Management to create and maintain a vision, road-map, growth opportunities, and product backlog according to business value or ROI Lead the planning of product release plans and set the expectation for delivery of new functionalities with PI roadmaps Provide an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals Set direction for Agile development teams and stakeholders throughout the project and facilitate requirements Plan and prioritize product feature backlog and development for the product Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy Provide backlog management, iteration planning, and elaboration of the user stories Research and analyze market, the users, and the roadmap for the product What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: 5-7 years experience hands-on experience with business & systems requirements processes 5-7 years of product owner experience or relevant business work experience. Bachelor’s or in Computer Science, Information Systems, Business, or other related fields 3-5 years experience in a financial services or wealth management industry Core Competencies: Demonstrated experience as Product Lead, Manager or Owner Successfully engage in multiple initiatives simultaneously. Must be comfortable in rapidly changing and sometimes ambiguous work situations. Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast-paced environment Exceptional customer focus with a strong bias for action Demonstrated problem solving, organizational and time management skills Collaborative team player Excellent oral and written communication skills Preferences: Broker dealer, investment bank, or RIA product experience in financial services environment Masters Degree preferred Experience in Fintech and/or Financial Services Pay Range: $109,283.00 - $182,104.00 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 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. EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

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