Define and evolve the long‑term product vision for Business Management Reporting, focusing on scalable data visualization, personalization, and AI‑enabled insights
Own and manage the multi‑year BMR product roadmap, prioritizing initiatives that improve data availability, accelerate ingestion, and support advisor, institutional, and program‑management workflows
Lead cross‑functional delivery across Product, Data Engineering, Data Governance and AI, Technology, UX, and Business teams to deliver production‑ready reporting capabilities
Partner with data platform and engineering teams to ensure BMR is built on reliable data pipelines, governed data assets, and a reusable semantic layer aligned to enterprise data strategy
Embed AI capabilities into the product lifecycle, including intelligent automation, copilots, and generative tools, to enhance insights and delivery efficiency
Serve as the primary product voice for BMR across executive, institutional, advisor, and internal audiences
Establish governance and operating mechanisms that promote transparency, prioritization clarity, and cross‑functional accountability
Build, lead, and develop a product management team, reinforcing consistent product practices, execution discipline, and continuous improvement
What Are We Looking For?
We're looking for leaders who pursue greatness , act with integrity , and are driven to help our clients succeed . The ideal candidate knows how to win together across diverse stakeholders and helps teams create and share joy by delivering clarity, accountability, and meaningful business outcomes.
Requirements
10+ years of experience in product management roles within data, analytics, reporting, or enterprise platform environments
7+ years of experience working with enterprise reporting or analytics platforms, including responsibility for dashboarding and data visualization solutions
7+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling
5+ years of experience leading cross‑functional product initiatives involving technology, data, UX, and business stakeholders
Experience operating within agile delivery frameworks, owning the full product lifecycle from roadmap definition through delivery and adoption
Core Competencies:
Advanced analytical thinking and data‑driven decision making
Strategic prioritization and outcomes‑based roadmap management
Familiarity with Tableau, semantic‑layer design, or emerging data‑visualization tools
Experience leveraging AI or automation to enhance reporting insights or delivery efficiency
Background in financial services, wealth management, or data‑intensive business environments
#LI-Hybrid
Pay Range:
$135,960.00 - $226,600.00
Company Overview:
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:
The VP of Product Management for Business Management Reporting (BMR) owns the strategy, roadmap, and delivery of enterprise reporting capabilities that provide institutions, advisors, and internal teams with actionable insights. This role is accountable for evolving BMR from fragmented reporting solutions into a unified, AI‑enabled reporting experience that supports firm growth, operational efficiency, and risk management. The VP leads a product team and partners closely with Data, Technology, UX, and Business stakeholders to deliver scalable, governed, and insight‑driven reporting platforms.
Lplfinancial · Fort Mill