AVP, Product Owner

Location: Fort Mill/Charlotte

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 Owner, Money Movement is responsible for owning and executing the product backlog for a squad supporting LPL Financial’s money movement platform, including capabilities that support ACH, wire, check, and real-time payment processing. This role partners closely with business stakeholders, engineering teams, and product management to define requirements, manage dependencies, and deliver scalable solutions that support financial advisors and their clients.

Responsibilities

Own and prioritize the product backlog for a Money Movement product squad, including features, epics, and user stories with clear acceptance criteria.

Lead discovery activities including stakeholder interviews, journey mapping, requirements gathering workshops, and gap analysis.

Identify, document, and manage cross-functional dependencies to support timely delivery.

Maintain delivery practices including backlog refinement, sprint readiness, definition of ready, definition of done, and defect triage.

Translate business needs into technical requirements and communicate technical solutions to business stakeholders.

Partner with product management and peer product owners during PI planning to prepare features with defined scope, sizing, and dependencies.

Define requirements that encompass end-to-end user journeys, including edge cases, exception handling, and user-facing outcomes.

Collaborate with engineering and quality assurance teams throughout the software development lifecycle to support successful delivery and adoption.

What Are We Looking For?

We are seeking a professional who is motivated to pursue greatness, consistently act with integrity, is driven to help our clients succeed, collaborates effectively to win together, and contributes to a culture where employees create and share joy. The successful candidate demonstrates strong product ownership practices, effective stakeholder engagement, and a disciplined approach to agile delivery.

Requirements

• 5+ years of product ownership or business analysis experience in an agile delivery environment.
• Experience writing user stories with testable acceptance criteria.
• Experience documenting edge cases and non-functional requirements as part of product specifications.
• Experience working within Scrum and/or SAFe delivery frameworks.
• Experience applying and maintaining Definition of Ready (DoR) and Definition of Done (DoD) practices.

Preferences

• Experience conducting stakeholder interviews, journey mapping, gap analysis, and requirements workshops.
• Experience coordinating cross-team dependencies across upstream and downstream stakeholders.
• Familiarity with ACH, wire transfers, check processing, reconciliation, or related payment operations.
• Experience within financial services, fintech, banking, or wealth management environments.
• Experience supporting PI planning activities and feature readiness processes.

Pay Range

$109,283.00 - $182,104.00

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