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LP
LPL Financial

VP, Product Strategy - LPL Capital Partners

Salary$145k – $242k
LocationFort Mill/Charlotte
Typefull-time
SeniorityVP
Experience7–10 yrs
DepartmentCapital Partners Team
EquityIncluded
Company size10,000+ people
PostedOct 2, 2026 · 1w ago
Verified live11h ago
At a glanceSummarised by Seekless from the posting.
Must have11
7-10+ years of experience in product strategy, corporate strategy, consulting, sales enablement, or related disciplines
7-10+ years of experience developing, scaling, commercializing, or managing products, solutions, or business lines
7+ years' experience in the wealth management industry; familiarity with LPL's platform and advisor solutions strongly preferred
Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook, including development of executive-level presentations, business cases, and strategic recommendations
Bachelor's degree in Business, Finance, Economics, Marketing, or a related field
Deep understanding of financial services, wealth management, advisor business models, succession planning, and M&A-related solutions
Strategic thinker with a demonstrated ability to identify opportunities, drive innovation, and deliver business results
Proven ability to influence stakeholders and lead complex cross-functional initiatives without direct authority
Experience building business cases, product roadmaps, growth strategies, and prioritization frameworks
Strong analytical, problem-solving, and decision-making capabilities
Exceptional communication, executive presentation, and stakeholder management skills
Nice to have4
MBA or advanced degree preferred
Familiarity with Salesforce, product management tools, and business analytics platforms
Experience launching products from concept through commercialization
Experience leading enterprise-wide strategic initiatives with measurable business impact
Skills
Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Microsoft Outlook
Salesforce
Benefits
401(k) matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
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:
LPL Financial is seeking a strategic, innovative, and results-oriented leader to join the Capital Partners Team as a Vice President, Product Strategy. This role will be responsible for defining and executing the strategy, development, and growth of the Capital Partners suite of advisor solutions.
Capital Partners plays a critical role in LPL’s growth strategy by helping advisors navigate some of the most important financial and business decisions of their careers. The team delivers solutions including Partial & Full Book Sales, Brokerage Services, Liquidity & Succession (L&S), Partial Liquidity Solutions, Minority Stake Investments, Revenue Purchase Programs, Asset Referral Programs, and other advisor-focused offerings.
As Vice President, Product Strategy, you will drive product innovation, business growth, and strategic initiatives across the Capital Partners portfolio. Partnering closely with executive leadership and cross-functional teams, you will identify new opportunities, build business cases, influence investment decisions, and bring innovative solutions to market.
In this role, you will help drive LPL’s growth by:
•
Developing and executing a comprehensive product strategy across the Capital Partners platform
•
Identifying and launching new solutions that address advisor lifecycle and succession planning needs
•
Enhancing advisor experiences through continuous product innovation and process improvement
This position is ideal for someone who is entrepreneurial, highly collaborative, data-driven, and passionate about delivering meaningful business outcomes.
Responsibilities:
•
Develop and execute the long-term product vision and roadmap for the Capital Partners suite of solutions.
•
Own the lifecycle management of existing products, ensuring continued relevance, scalability, advisor adoption, and business impact.
•
Identify market opportunities, advisor needs, and industry trends to inform product strategy, innovation, and growth initiatives.
•
Define product requirements, business cases, success metrics, and implementation plans for strategic initiatives.
•
Partner with Sales, Operations, Relationship Management, Technology, Marketing, Legal, and Compliance teams to deliver product enhancements, new offerings, and go-to-market strategies.
•
Lead cross-functional initiatives and influence stakeholders across the organization to drive strategic priorities and business outcomes.
•
Evaluate business performance, advisor feedback, and market trends to identify opportunities for improvement, investment, and expansion.
•
Develop executive-level presentations, strategic recommendations, and investment proposals to support decision-making and prioritization.
•
Serve as a subject matter expert in Capital Partners solutions, advisor succession planning, liquidity strategies, and M&A-related offerings.
•
Drive the development, commercialization, and adoption of innovative advisor-focused products, services, and business models.
•
Collaborate with internal and external partners to strengthen LPL’s position as a leader in advisor lifecycle and succession solutions.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
•
7-10+ years of experience in product strategy, corporate strategy, consulting, sales enablement, or related disciplines.
•
7-10+ years of experience developing, scaling, commercializing, or managing products, solutions, or business lines.
•
7+ years’ experience in the wealth management industry; familiarity with LPL’s platform and advisor solutions strongly preferred.
•
Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook, including development of executive-level presentations, business cases, and strategic recommendations.
•
Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field.
Core Competencies:
•
Deep understanding of financial services, wealth management, advisor business models, succession planning, and M&A-related solutions.
•
Strategic thinker with a demonstrated ability to identify opportunities, drive innovation, and deliver business results.
•
Proven ability to influence stakeholders and lead complex cross-functional initiatives without direct authority.
•
Experience building business cases, product roadmaps, growth strategies, and prioritization frameworks.
•
Strong analytical, problem-solving, and decision-making capabilities.
•
Exceptional communication, executive presentation, and stakeholder management skills.
Preferences:
•
MBA or advanced degree preferred
•
Familiarity with Salesforce, product management tools, and business analytics platforms
•
Experience launching products from concept through commercialization
•
Experience leading enterprise-wide strategic initiatives with measurable business impact
Pay Range:
$145,436.00 - $242,359.00
Benefits
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
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