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.
Position Summary:
LPL Financial is seeking an execution-focused Product Manager to lead initiatives within our Cash & Liquidity Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rdparty Banking & Retirement. This role is responsible for defining and delivering solutions that enhance the advisor and client experience, ensure operational efficiency, and support the firm’s broader financial ecosystem. The ideal candidate will have a strong background in financial services, product lifecycle management, and cross-functional leadership. This role requires a balance of delivery thinking, technical understanding and hands-on execution.
Key Responsibilities:
Define and own the execution of roadmap items for Cash Management capabilities.
Lead product discovery and solutioning in partnership with advisors, service teams, operations, and technology.
Translate business needs into clear product requirements and user stories.
Collaborate with Agile delivery teams to ensure timely and high-quality execution.
Partner with Service and Operations to ensure readiness and support for new capabilities.
Communicate product strategy, progress, and outcomes to stakeholders across the organization.
Ensure alignment with compliance, risk, and regulatory requirements.
Key Success Metrics:
Advisor Adoption & Satisfaction: Increase in usage and positive feedback from advisors on cash movement tools.
Feature Delivery: Timely release of roadmap items with minimal delays or scope changes.
Operational Efficiency: Reduction in manual interventions and service tickets related to cash movement.
Quality Assurance: Low defect rates and high success rates in incremental testing and production validation.
Time-to-Market: Improved cycle time from ideation to release.
Cross-Functional Alignment: Positive stakeholder feedback and strong collaboration across Product, Tech, Service, and Operations.
Compliance Readiness: Successful integration of regulatory and risk requirements into product design and delivery.
Innovation Pipeline: Number of new ideas validated and moved into development.
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
RequirementsBachelor’s degree in Business, Finance, Technology, or related field; MBA or advanced degree preferred.
Minimum of 9 years of product management experience in Financial Services or FinTech, specifically Retirement and Payments.
Strong SDLC & technical background (SQL, CI/CD, UX design, AWS & Cloud)
Strong background in payments, banking, risk, compliance
Strong Agile background influencing cross functional teams to use best practices
Excellent communication, stakeholder management, and problem-solving skills.
Familiarity with advisor workflows, service operations, and compliance frameworks.
Ability to translate complex business needs into scalable product solutions.
Strong analytical skills and comfort with data-driven decision-making.
Preferred Skills:
Experience with Wealth platforms; CRM platforms, account onboarding solutions, advisor portals, and financial integrations.
Experience with Broker Dealer or Large Retail bank systems.
Pay Range:
$109,283.00 - $182,104.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company 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
Skills Required
- Bachelor's degree in Business, Finance, Technology, or related field
- MBA or advanced degree
- Minimum of 9 years of product management experience in Financial Services or FinTech, specifically Retirement and Payments
- Strong SDLC and technical background (including SQL, CI/CD, UX design, AWS & Cloud)
- Strong background in payments, banking, risk, and compliance
- Strong Agile background influencing cross-functional teams
- Excellent communication, stakeholder management, and problem-solving skills
- Familiarity with advisor workflows, service operations, and compliance frameworks
- Experience with wealth platforms, CRM platforms, account onboarding solutions, advisor portals, and financial integrations
- Experience with Broker-Dealer or large retail bank systems
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
