VP Product Manager – Advisory PlatformsEmbedded

External Listing
{
  "source": {
    "name": "linkedin",
    "id": "4471171201",
    "url": "https://www.linkedin.com/jobs/view/vp-product-manager-%E2%80%93-advisory-platforms-at-lpl-financial-4471171201?_l=en"
  },
  "postedDate": "2026-09-24T08:06:59.292Z",
  "applicationDeadline": null,
  "isActive": true,
  "isExpired": false,
  "matching": {
    "role": {
      "primaryTitle": "VP Product Manager – Advisory Platforms",
      "titleSynonyms": [
        "Vice President Product Manager",
        "Product Manager",
        "Group Product Manager"
      ],
      "secondaryTitles": [
        "Director of Product Management",
        "Senior Product Manager"
      ],
      "function": "business_administration_professionals",
      "functionConfidence": "high",
      "roleFamily": "m122_sales_marketing_development_managers",
      "roleFamilyConfidence": "medium",
      "roleSubFamily": null,
      "roleSubFamilyConfidence": "unknown",
      "seniority": "director",
      "industries": [
        "i42_insurance",
        "i11_business_consulting_and_services",
        "i10_legal_services",
        "i96_it_services_and_it_consulting",
        "i2353_health_and_human_services"
      ]
    },
    "primarySignals": {
      "tasks": [
        "Shape Advisory Platforms strategy and vision",
        "Own execution of product roadmap",
        "Lead product execution of tax overlay build-out",
        "Define tax overlay capabilities including tax-loss harvesting, gain/loss budgeting, transition management, wash sale, re",
        "Drive PI deliverables with technology partners",
        "Own vendor relationships and manage contracts and escalations",
        "Design end-to-end operating model for advisory capabilities",
        "Align prioritization and sequencing with adjacent teams",
        "Define and prioritize advisor capabilities",
        "Lead cross-functional teams without direct authority",
        "Define KPIs and success metrics for advisory platforms"
      ],
      "skills": [
        "Product management",
        "Agile product development",
        "Financial services regulatory knowledge",
        "Advisory platform expertise",
        "Tax overlay and tax-aware investing knowledge",
        "Vendor and partner management",
        "Executive communication",
        "Data-driven decision making",
        "Cross-functional team leadership",
        "Roadmap and backlog management"
      ],
      "tools": [
        "Agile PI planning tools",
        "Vendor management platforms",
        "Advisory platform software",
        "Portfolio management systems"
      ],
      "educationLevel": 3,
      "educationKeywords": [
        "MBA",
        "Bachelor’s degree",
        "Advanced degree preferred"
      ],
      "certifications": [],
      "languages": [],
      "yearsRelevant": 10
    },
    "secondarySignals": {
      "tasks": [
        "Collaborate with Model Management and Overlay Portfolio Management Group",
        "Engage Legal, Risk, and Compliance early in operating model design",
        "Drive enablement and adoption with marketing, training, and service partners"
      ],
      "skills": [
        "Management consulting",
        "Investment management",
        "Program and project management"
      ],
      "tools": [],
      "educationLevel": null,
      "educationKeywords": [],
      "certifications": [],
      "languages": [],
      "yearsRelevant": null
    },
    "practical": {
      "locations": [
        "Austin, TX"
      ],
      "locationProvenance": "stated",
      "countries": [
        "US"
      ],
      "workModes": [
        "unknown"
      ],
      "workModeProvenance": "defaulted",
      "employmentTypes": [
        "full_time"
      ],
      "compensation": {
        "min": 135960,
        "max": 226600,
        "currency": "USD",
        "period": "year"
      }
    },
    "dataCompleteness": "high"
  },
  "indexing": {
    "function": "business_administration_professionals",
    "functionConfidence": "high",
    "roleFamily": "m122_sales_marketing_development_managers",
    "roleFamilyConfidence": "medium",
    "countryCode": "US",
    "countryCodeConfidence": "high",
    "locationBucket": "city_us_san_francisco",
    "locationBucketConfidence": "low",
    "workMode": "unknown",
    "workModeConfidence": "unknown",
    "employmentType": "full_time",
    "employmentTypeConfidence": "high",
    "isAgency": "direct",
    "salaryMax": 167183,
    "industryGroup": "i11_business_consulting_and_services",
    "industryGroupConfidence": "medium",
    "educationRequired": 3,
    "educationRequiredConfidence": "medium"
  },
  "display": {
    "title": "VP Product Manager – Advisory Platforms",
    "company": {
      "name": "LPL Financial"
    },
    "locationDisplay": "Austin, TX",
    "applicationUrl": null
  },
  "roleFamilyEsco": "m122_sales_marketing_development_managers",
  "requirementsEssentiality": {
    "items": [
      {
        "text": "Bachelor’s degree in a related field",
        "category": "education",
        "essentiality": "compulsory",
        "triggerPhrase": "Requirements",
        "confidence": "high"
      },
      {
        "text": "MBA or other advanced degree",
        "category": "education",
        "essentiality": "preferred",
        "triggerPhrase": "MBA or other advanced degree preferred",
        "confidence": "high"
      },
      {
        "text": "10+ years of experience in product management, management consulting, investment management, or program and project mgmt",
        "category": "skill",
        "essentiality": "compulsory",
        "triggerPhrase": "Requirements",
        "confidence": "high"
      },
      {
        "text": "Experience preferably within financial services or a related FinTech firm",
        "category": "skill",
        "essentiality": "preferred",
        "triggerPhrase": "preferably within financial services or a related FinTech firm",
        "confidence": "high"
      },
      {
        "text": "5+ years leading cross-functional teams in an Agile environment",
        "category": "skill",
        "essentiality": "compulsory",
        "triggerPhrase": "Requirements",
        "confidence": "high"
      },
      {
        "text": "Experience driving PI planning and delivery with technology partners",
        "category": "skill",
        "essentiality": "compulsory",
        "triggerPhrase": "Requirements",
        "confidence": "high"
      },
      {
        "text": "5+ years experience with advisory or managed account platforms — advisor workflows, trading and rebalancing, or UMA/SMA",
        "category": "skill",
        "essentiality": "compulsory",
        "triggerPhrase": "Requirements",
        "confidence": "high"
      },
      {
        "text": "5+ years experience with tax overlay, tax-managed, or tax-aware portfolio management capabilities",
        "category": "skill",
        "essentiality": "preferred",
        "triggerPhrase": "strongly preferred",
        "confidence": "high"
      }
    ]
  }
}