Define and drive the product vision for the advisor digital workplace across Microsoft 365 platforms including Outlook, Teams, SharePoint, OneDrive, and Office applications
Establish and maintain a unified, scalable operating model supporting both W2 and 1099 advisor environments
Own a single consolidated M365 backlog and roadmap aligned to advisor productivity outcomes and business value
Serve as Product Owner for M365 initiatives within PI planning and execution, owning prioritization and scope decisions
Partner with Technology, EPMO, Compliance, Risk, Operations, and Service teams to manage dependencies and delivery outcomes
Lead advisor onboarding enablement including Day 1 readiness for email, collaboration, and file access
Define standardized digital workplace offerings such as role‑based provisioning and packaged M365 solutions
Own lifecycle management for third‑party tools integrated into the M365 ecosystem
Establish governance and compliance standards across email, Teams, document management, and external collaboration
Build, develop, and lead a team of product managers and product owners with clear accountability and performance expectations
What Are We Looking For?
Requirements
10+ years of experience in product management, digital workplace, or enterprise productivity platforms
5+ years of experience owning or managing Microsoft 365 capabilities
5+ years of experience leading product managers or product owners as a people leader
Experience owning an end‑to‑end product lifecycle including intake, prioritization, roadmap management, delivery, and adoption
Experience partnering with Technology, Compliance, and Risk teams in a regulated enterprise environment
#LI-Hybrid
Pay Range:
$135,960.00 - $226,600.00
Company Overview:
For further information about LPL, please visit www.lpl.com .
Join LPL
Benefits
Health insuranceVision insurance401(k)Equity / stock options
Additional Information
Lead with Purpose, Unlock Your Team's Passion
At LPL, people leaders hold the key to the employee experience - shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win - clients, LPL, and most importantly, our employees.
If you're ready to lead with intention and discover what's possible, LPL Financial invites you to apply today.
Job Overview:
This role serves as the single point of accountability for the end‑to‑end Microsoft 365 (M365) digital workplace experience across all advisors, ensuring a consistent, secure, and productivity‑focused environment. The VP combines strategic product management with hands‑on product ownership, owning the full lifecycle of M365 capabilities from intake and prioritization through delivery, launch, and adoption. This role builds and leads a team of product managers and product owners and reports to the SVP, Product Management within the Advisor Engagement and Productivity organization.
Lplfinancial · Fort Mill