VP, Financial Planning Tech — Lead Product & Growth

LPL Financial; Fort Mill (SC); On-site; USD 136,000 - 227,000; Full time

Job summary

LPL Financial seeks a Vice President of Product Management, Financial Planning Technology, to lead a product team serving 30,000+ financial professionals and 6,000 CFP® professionals. You will own strategy from discovery through delivery, partner with cross‑functional teams, and shape experiences that integrate planning into advisor workflows.

The role blends financial planning expertise with hands‑on product management, oversees hiring and development, and drives go‑to‑market efforts in a

Qualifications

• 7–10 years in financial planning or wealth management roles.
• 5+ years with financial planning platforms such as eMoney, MoneyGuide, or RightCapital.
• 7–10 years product management spanning strategy, discovery, roadmap, prioritization, requirements, testing, and go‑to‑market.
• 7–10 years experience in Agile delivery with SAFe practices and cross‑functional delivery.
• 5+ years direct people management and development of employees.

Responsibilities

• Define product strategy and roadmaps for financial planning tech with advisor/client needs.
• Lead, coach, and develop a product team with clear goals and accountability.
• Lead discovery through advisor interviews, workflow analysis, and data insights.
• Translate findings into business cases, requirements, features, and user stories.
• Own backlog prioritization balancing business value, UX, and technical risk.
• Partner with Tech, Design, and business teams in a SAFe Agile environment.
• Guide integration of planning platforms with advisor workflows and data connectivity.
• Develop testing approaches and validate solutions with business and user input.
• Coordinate go‑to‑market with Marketing, Training, and Service teams.
• Manage relationships with vendors, evaluate roadmaps, and resolve issues.
• Monitor success metrics and drive ongoing product improvements.
• Collaborate with Risk/Compliance/Legal to address lifecycle requirements.
• Communicate priorities, progress, risks, and decisions to leadership.

Skills

Product management

Financial planning

Leadership

Strategic roadmapping

Agile/SAFe

Cross-functional collaboration

Education

CFP certification

MBA

SAFe certification

Tools

eMoney

MoneyGuide

RightCapital

Job description

LPL Financial seeks a Vice President of Product Management, Financial Planning Technology, to lead a product team serving 30,000+ financial professionals and 6,000 CFP® professionals. You will own strategy from discovery through delivery, partner with cross‑functional teams, and shape experiences that integrate planning into advisor workflows.

The role blends financial planning expertise with hands‑on product management, oversees hiring and development, and drives go‑to‑market efforts in a