Jason Trainor
Assistant Vice President | Product Strategy • Wealth Management • Investment Platforms • Client Experience
- Role
- Assistant Vice President, Advisory Product Management Wealth Management Solutions at LPL Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jason Trainor
Results-driven financial services leader with 15+ years of experience in advisory product management, investment research, and trading operations. Skilled at designing and scaling managed account platforms, leading cross-functional teams, and delivering innovative solutions that enhance advisor efficiency and client outcomes.Known for my blend of financial expertise and technical problem-solving, I build data-driven tools, streamline processes, and translate feedback into actionable improvements that boost adoption and satisfaction. Alongside deep investment knowledge, I bring agile methodology, project management, and process improvement skills, reinforced by a Lean Six Sigma Green Belt and FINRA Series 7, 63, 65, and 66 licenses.I am passionate about driving innovation at the intersection of finance, product strategy, and technology, and open to leadership opportunities where I can deliver growth and impact — whether in wealth management, financial services, or broader product and strategy roles.
Experience
Assistant Vice President, Advisory Product Management Wealth Management Solutions
Oct 2021 — Present · Boston, MA, US
Education
Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Science - BS, Economics
Skills
- Mutual Funds
- Asset Allocation
- Equities
- Portfolio Management
- Series 63
- Financial Services
- Separately Managed Accounts
- Securities
- Wealth Management
- Managed Accounts
- Finance
- Financial Analysis
- Series 7
- Investments
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