LPL Financial is seeking a Product Manager to lead the vision, delivery, and operational excellence of their Request Management and Messaging platforms, including homegrown technology for request tracking, notifications, and CRM custom development, to ensure alignment across stakeholders, drive cross-functional initiatives, and deliver seamless agent experiences.
Requirements
- 5 plus years of experience in product management, management consulting, program & project management
- 5 plus years of developing, cultivating, and leading strong, high-performing teams in an agile environment.
- PMP, Agile/Scrum, or SAFe certification (preferred).
- Experience working with call center software
- Experience in the telephony and call center sector with a proven track record of deploying customer centric initiatives to drive improvement.
- Experience interacting with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests.
- Experience Jira, Confluence, Smartsheet, or MS Project
Responsibilities
- Collaborate with engineering, UX, and vendor teams to deliver high-impact features and enhancements.
- Analyze product performance and user feedback to drive continuous improvement.
- Lead the planning, execution, and delivery of projects related to agent tools and operational enhancements.
- Develop and maintain comprehensive project plans, schedules, and resource allocations.
- Track progress, mitigate risks, and ensure timely delivery of milestones.
- Facilitate cross-functional planning, communication, and decision-making processes.
- Prepare executive-level updates, dashboards, and presentations to communicate project status and outcomes.
Other
- Advise senior leadership as a strategic partner to ensure alignment across initiatives.
- Identify and eliminate blockers across teams to accelerate delivery.
- Support change management, training, and rollout activities for new features and tools.
- Document processes and ensure compliance with governance standards.
- Comfortable navigating ambiguity and driving clarity across teams.
