LPL Financial Recruitment Fraud Notice It has come to our
attention that various individuals and organizations are offering
false employment at LPL Financial. They may pose as a
representative of the company or even impersonate an employee.
Scammers contact job seekers via unsolicited emails or texts and
conduct job interviews via social media or instant messaging
services (such as Google Hangouts). LPL Financial does not use
these services and will only communicate with a job seeker from an
email address ending in @lpl.com. LPL Financial will only contact
individuals who have already applied for a position at LPL
During a fraudulent interview, the scammer may try to solicit
personal and financial information from the job seeker. Job seekers
may also be sent checks by the scammer for the alleged purpose of
setting up a remote office or equipment expenses. The checks are
fraudulent. Please be advised that LPL Financial will never ask for
payment to progress a job applicant.
Job applicants should be aware of these and similar tactics.
When in doubt, please confirm if the position in question is posted
online at https://careers.lpl.com/ or contact LPL Financial at
(800) 877-7210. Additionally, you may report any suspicious
recruiting activity to the FTC [www.ftccomplaintassistant.gov/ ].
Thank you for your assistance.
The health and safety of our employees and candidates is very
important to us. Due to the current situation related to the Novel
Coronavirus (COVID-19), we’re leveraging our digital capabilities
to ensure we can continue to recruit top talent at LPL Financial.
As your application progresses, you may be asked to use one of our
digital tools to help you through your recruitment journey. If so,
one of our recruiters will explain what type of interviewing
technology will be used throughout the recruitment process and will
be on hand to answer any questions that you have. You can also
email us at LPLFinancialHiring@lpl.com .
Work where independent thinking and collaboration go hand in
hand. Experience a culture that thrives on innovation, embraces
inclusiveness, and welcomes fresh perspectives. At LPL, your
talents, skills, and insights can make a difference.
Senior Product Manager, Advisory Platforms Apply Job ID:
R-011041 Date posted: 08/24/2020 Primary Location SC-Fort Mill
Other Locations CA-San Diego Do you have investment product
management experience and an economic/finance background?
The Product Management team within LPL’s Investor & Investment
Solutions (IIS) group is responsible for delivering a highly
competitive set of investment solutions. This includes product
offering, pricing, platform experience, and promotional activities.
Product managers are responsible for understanding and explaining
all business aspects of our products/platforms and must be able to
work with numerous business units across the firm. The team’s goal
is to leverage the strengths of our existing model, enhance the
strategic capabilities we offer our advisors, and execute with
This Senior Product Manager, Advisory Platforms role will be
responsible for regular product management activities, thought
leadership, and delivery of enhancements to LPL’s advisor driven
fee-based platforms: Strategic Asset Management (SAM) and Strategic
Wealth Management (SWM).
You must be able to think independently, creatively
problem-solve, and recommend platform enhancements. You will need
to be able to partner with other teams within IIS and across the
organization in order to maximize the team’s added value.
• Understand the pricing and economic drivers of the platform.
Participate in and drive components of pricing changes that
simplify the platforms while maintaining or enhancing their
• Partner with the: • Risk and compliance teams with respect to
investment policies and regulatory issues
• Operations and technology teams for platform experience
• RIA services team with respect to needs that are specific to
• Other product teams to expand the investment product offering
and review share class availability
• Marketing & sales teams on platform promotions
• Respond to advisor inquiries/escalations on challenges with
SAM and SWM
• Track industry and competitor developments in terms of
product, pricing, policy, and platform experience; ingest feedback
from LPL’s Advisor facing teams
• Bachelor's degree and 3+ years of related experience in the
financial services industry
• Knowledgeable on the advisory platform landscape, investment
products, product trends, and industry regulation
• Product management experience associated with evaluating
decisions and contributing towards recommendations
• Strong communication skills, both written and oral, with the
ability to present materials to the highest levels in the
organization and the ability to frame complex issues
• Ability to manage multiple simultaneous efforts across
• Must possess highly-tactical skills and a strong degree of
experience with Microsoft Excel and databases
• Ability to analyze complex issues with a focus on pricing and
associated behavioral changes that it drives
• FINRA Series 7/66 licenses are preferred
Why LPL? At LPL, we believe that objective financial guidance is
a fundamental need for everyone. As the nation’s leading
independent broker-dealer, we offer an integrated platform of
proprietary technology, brokerage, and investment advisor services.
We provide you with a work environment that encourages your
creativity and growth, a leadership team that is supportive and
responsive, and the opportunity to create a career that has no
limits, only amazing potential.
We are one team on one mission. We take care of our
advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can
seize the opportunity to make a real impact. We are committed to
supporting workplace equality, and we embrace the different
perspectives and backgrounds of our employees. We also care for our
communities, and we encourage our employees to do the same. This
creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at
LPL? Watch this !
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
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.
Information on Interviews:
LPL will only communicate with a job applicant directly from an
@lp l.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 (800) 877-7210.
If you’d like to receive recruiter outreach, news and
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opportunities that match your preferences and interests, please
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Information Technology, San Diego, California, United States
Information Technology, Fort Mill, South Carolina, United States