Vice President, Product Strategy & Market Insights
At a glance
Leadership Market Research role at LPL Financial. Fort Mill/Charlotte · full-time · $135,960–$226,600 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build a recurring intelligence program covering industry direction, platform changes, capabilities, and competitor movement
- Create competitive assessments, capability reviews, benchmark work, and briefings for executive audiences
- Work with product experts to judge market shifts, positioning, and opportunities to stand apart
- Turn market findings into guidance on roadmaps, investment choices, and build-versus-buy questions
- Monitor established rivals, new entrants, technologies, and advisor experience developments for risks and opportunities
What you bring
- A bachelor’s degree in business, finance, economics, strategy, technology, or a related subject
- At least ten years across product strategy, product management, consulting, market research, strategic insights, or a related field
- A record of condensing substantial information into clear recommendations for business decisions
- Experience assessing product, platform, and technology capabilities for strategic analysis
- Experience working with product and technical experts on positioning and differentiation
Who this fits
You’ll fit if you can turn complex market and technology developments into concise direction for product and strategy leaders. The role suits someone comfortable collaborating with product, strategy, and go-to-market stakeholders while building repeatable research practices. Experience in wealth management, brokerage, banking, fintech, or another regulated industry is preferred.
From the employer
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 and intellectually curious Vice President, Product Strategy & Market Insights. This role will lead the development and operation of a recurring market intelligence capability that provides actionable insights on the evolving wealth management and advisor technology landscape. The position partners closely with product, strategy, and go-to-market teams to assess market trends, competitive dynamics, emerging technologies, and industry investment patterns. The successful candidate will translate complex market developments into clear recommendations that inform product positioning, roadmap prioritization, and strategic decision-making.
Responsibilities:
- Build and operate a recurring market intelligence capability that provides ongoing visibility into industry direction, platform trends, capability evolution, and competitive market shifts.
- Produce regular insight deliverables including competitive landscape assessments, capability deep-dives, benchmark analyses, and executive-level market briefings.
- Partner with product subject-matter experts to evaluate market developments, assess competitive positioning, and identify differentiation opportunities.
- Translate industry and market insights into actionable implications for product roadmaps, investment priorities, and build-versus-buy decisions.
- Maintain a comprehensive view of established competitors, emerging market participants, and new technology entrants.
- Track emerging technologies and advisor experience innovations, evaluating potential opportunities and risks for LPL’s platform and ecosystem.
- Establish repeatable research methodologies, information sources, and analytical frameworks that support a sustainable market insights function.
- Collaborate with product, strategy, and go-to-market stakeholders to incorporate market intelligence into planning processes and key business decisions.
What Are We Looking For?
We are seeking a professional who is motivated to pursue greatness, consistently act with integrity, and is driven to help our clients succeed. The ideal candidate values collaboration, strives to win together, and contributes to a culture that seeks to create and share joywhile delivering meaningful business outcomes through informed strategic decision-making.
Requirements:
- Bachelor’s degree in Business, Finance, Economics, Strategy, Technology, or a related field.
- 10+ years of experience in product strategy, product management, management consulting, market research, strategic insights, or a related discipline.
- Demonstrated experience synthesizing large volumes of information into concise recommendations that support business decisions.
- Experience evaluating product, platform, and technology capabilities to support strategic analysis and decision-making.
- Experience partnering with product and technical subject-matter experts to develop positioning and differentiation strategies.
Preferences:
- Track record of influencing product roadmap, investment, or strategic decisions through analysis and recommendations.
- Experience presenting insights and recommendations to senior leadership audiences.
- Experience building, organizing, and managing research sources and information repositories.
- Deep curiosity about market dynamics, advisor technology, and emerging trends in financial services.
- Experience within wealth management, brokerage, banking, fintech, or other highly regulated industries.
Pay Range:
$135,960.00 - $226,600.00Company 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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