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:

The AVP Product Management - Insurance is responsible for the strategic direction, development, and lifecycle management of insurance product offerings. This role drives product innovation, enhances existing solutions, and ensures products align with the needs of advisors and their clients while supporting business growth, profitability, and regulatory compliance.

Responsibilities:

• Lead the full product lifecycle for assigned insurance products, including research, development, launch, enhancement, and ongoing management.
• Conduct market research, competitive analysis, and client needs assessments to identify product opportunities and recommend enhancements.
• Define product strategy, vision, and roadmap in alignment with business objectives and regulatory requirements.
• Partner with sales, marketing, compliance, supervision, legal, operations, and technology teams to support product development and implementation.
• Manage relationships with insurance carriers and third-party vendors, including product evaluation and contract negotiations.
• Develop business cases for new product initiatives, including financial analysis and return on investment assessments.
• Oversee the development of product documentation, training materials, and sales enablement resources.
• Monitor product performance metrics and implement improvements to optimize adoption, sales, and profitability.
• Track industry trends, regulatory developments, and competitive activities to inform product strategy.
• Serve as a subject matter resource for insurance products and provide support to internal stakeholders and advisors.

What Are We Looking For?

We are seeking a professional who is motivated to pursue greatness, act with integrity, and remain driven to help our clients succeed. The ideal candidate collaborates effectively to win together, embraces innovation, and helps create and share joy while contributing to meaningful outcomes for advisors, clients, and the business.

Requirements:

• Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
• Minimum of 2-5 years of experience in product management.
• At least 5 years of experience within the insurance or financial services industry.
• Proven track record of successfully launching and managing insurance products.
• Deep understanding of insurance products, including life, annuities, long-term care, disability, and related regulatory requirements.

Preferences:

• Strong analytical skills with the ability to interpret market data, financial models, and customer insights.
• Excellent communication, presentation, and interpersonal skills.
• Demonstrated ability to think strategically and execute tactically.
• Experience working with financial advisors or wealth management platforms.
• CLU, ChFC, or other relevant industry certifications.

#LI-Hybrid

Pay Range:

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