AVP, Product Manager

LPL Financial; Fort Mill (SC); On-site; USD 109,000 - 182,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial is seeking an execution-focused Product Manager to lead initiatives within our Cash & Liquidity Management domain, including Payments (ACH, FedNow, Zelle, Debit), 3rd‑party Banking & Retirement. This role defines and delivers solutions that enhance advisor and client experiences, improve operational efficiency, and support the firm’s broader financial ecosystem.

The ideal candidate has a strong background in financial services, product lifecycle management, and cross‑functional

Qualifications

• Bachelor’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

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.

Skills

Cross-functional leadership

Agile methodologies

SQL

Cloud / AWS

Payments domain

Data-driven decisions

Stakeholder management

Education

Bachelor's degree in Business/Finance/Technology

MBA preferred

Tools

AWS

CI/CD

UX design

Financial software systems

Job description

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.

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.

What are we looking for?

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.

Requirements

• Bachelor’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

Core Competencies

• 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 - $182,104.00

Actual 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.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

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 thriving businesses. 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.

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 [phone].