Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
This role partners across product, engineering, and business teams to plan, analyze, and deliver technology solutions that support wealth management capabilities. The position translates business needs into actionable deliverables, drives alignment across stakeholders, and ensures solutions are documented, measurable, and scalable.
Responsibilities:
Lead solution planning, refinement, and execution, including whiteboarding, persona definition, journey mapping, and level‑of‑effort estimation
Translate business, product, and technical inputs into clear user stories, acceptance criteria, and delivery plans for engineering teams
Facilitate cross‑functional discussions to evaluate solution options, trade‑offs, and implementation approaches
Communicate status, risks, and dependencies to technical and non‑technical stakeholders to maintain alignment
Evaluate development proposals and recommend process improvements to enhance scalability, performance, and delivery outcomes
Support risk identification and mitigation related to product delivery and operational processes
Maintain accurate and up‑to‑date documentation within project and solution management tools
Collect and analyze feedback and performance data to inform iterative improvements
What Are We Looking For?
We are seeking individuals who consistently pursue greatness, act with integrity, and are driven to help our clients succeed. The ideal candidate collaborates effectively to win together, contributes to a positive culture, and helps create and share joy through meaningful, high‑impact work.
Requirements:
8+ years of experience guiding technical product development within a financial services or wealth management organization
5+ years of experience translating business and technical requirements into deliverables for software engineering teams
3+ years of experience working within Agile delivery frameworks (e.g., Scrum, Kanban)
3+ years of experience using project and solution management tools (e.g., Jira, Confluence, Microsoft 365) for tracking and reporting
3+ years of experience contributing to product roadmap planning, including prioritization and trade‑off analysis
Core Competencies:
Excellent interpersonal and consultative skills
Detail-oriented with a high level of accuracy in deliverables
Ability to navigate complex organizations and build alignment across stakeholders
Preferences:
Experience with DevSecOps practices, release management, and continuous integration and delivery
Familiarity with cloud-based platforms such as AWS or Azure
Exposure to AI/ML concepts and leveraging them to improve efficiency and outcomes
Experience mentoring junior team members and supporting team development initiatives
#LI-Hybrid
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
- 8+ years guiding technical product development within a financial services or wealth management organization
- 5+ years translating business and technical requirements into deliverables for software engineering teams
- 3+ years working within Agile delivery frameworks (e.g., Scrum, Kanban)
- 3+ years using project and solution management tools (e.g., Jira, Confluence, Microsoft 365) for tracking and reporting
- 3+ years contributing to product roadmap planning, including prioritization and trade-off analysis
- Excellent interpersonal and consultative skills
- Detail-oriented with a high level of accuracy in deliverables
- Ability to navigate complex organizations and build alignment across stakeholders
- Experience with DevSecOps practices, release management, and continuous integration and delivery
- Familiarity with cloud-based platforms such as AWS or Azure
- Exposure to AI/ML concepts and leveraging them to improve efficiency and outcomes
- Experience mentoring junior team members and supporting team development initiatives
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.
