AVP, Product Management - ClientWorks Platform (Fintech)

Location: Hybrid role based in Fort Mill/Charlotte, New York, San Diego, or Austin, United States

Salary: $109,283.00–$182,104.00 base salary per year

Company

hirify.global is a U.S. wealth management and financial technology firm supporting financial advisors and institutions with investment solutions, advisor platforms, and practice management services.

What you will do

• Act as a subject matter expert on financial advisors and their clients by conducting customer interviews, reviewing product analytics, hosting feedback sessions, and consolidating internal insights.
• Define the near- and medium-term ClientWorks Platform roadmap, including key features and capabilities.
• Manage product development cycles, schedules, deliverables, and milestones.
• Develop and monitor product and feature success metrics and use results to guide future iterations.
• Partner with diverse cross-functional teams to drive continuous improvements to the advisor workstation.

Requirements

• 5+ years of experience in product management roles building digital products or technology-enabled services.
• Experience in a client-facing role and/or in the financial services industry, preferably within a broker-dealer, registered investment adviser, investment firm, or financial services firm.
• Business acumen and experience developing, presenting, and obtaining approval for business cases and funding requests supporting roadmap execution.
• Ability to work on cross-functional teams and drive outcomes without direct authority.
• Analytical skills to evaluate business opportunities and assess results against established objectives.
• Written and oral communication skills, including presenting to senior organizational leaders and serving as a subject matter expert.

Nice to have

• Agile and/or SAFe training or certifications.
• Knowledge of fundamental UI/UX principles.

Culture & Benefits

• Collaborative environment focused on user needs, integrity, client success, cross-functional collaboration, and continuous improvement.
• Hybrid work arrangement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Base salary varies by skills, experience, education, internal equity, performance, and geographic location.

Hiring process

• Log in or create an account to apply; principals only.
• LPL communicates with applicants only from an @lplfinancial.com email address and will not conduct interviews online or in chatroom forums.
• LPL will not request payment or bank or credit card information during the interview process.