VP, Financial Planning Tech — Lead with Purpose

LPL Financial; New York (NY); On-site; USD 136,000 - 227,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a Vice President of Product Management for Financial Planning Technology to lead a product team serving thousands of financial professionals. You will define strategy, own discovery, prioritize initiatives, and drive delivery across cross‑functional partners.

You will mentor talent, partner with Technology, Compliance, Marketing, and Training, and shape experiences that help advisors deliver planning insights to clients.

Qualifications

• 7-10 year experience in financial planning, financial planning technology, or closely related wealth management roles.
• 5+ years experience using, implementing, integrating, or managing financial planning platforms such as eMoney, MoneyGuide, or RightCapital.
• 7-10 years product management experience spanning strategy, discovery, roadmap development, prioritization, requirements, testing, and go-to-market execution.
• 7-10 years experience working in Agile delivery environments, including familiarity with Scaled Agile Framework (SAFe) practices and cross-functional delivery.
• 5+ years experience directly managing and developing employees, setting priorities, providing feedback, and supporting professional growth.

Responsibilities

• Define product strategy and roadmaps for financial planning technology, aligning advisor and client needs with business priorities and measurable outcomes.
• Lead, coach, and develop a team of product professionals, establishing clear goals, accountability, development opportunities, and ownership across initiatives.
• Lead product discovery through advisor interviews, workflow analysis, user feedback, competitive research, and data analysis to identify problems and validate opportunities.
• Translate opportunities into clear business cases, product requirements, features, user stories, and acceptance criteria.
• Own and prioritize the product backlog, making informed tradeoffs across business value, user experience, technical complexity, risk, and dependencies.
• Partner with Technology, Design, and business teams within a SAFe Agile delivery environment, supporting planning, refinement, execution, and release readiness.
• Guide integration of financial planning platforms with advisor workflows and related systems, partnering with technical teams on data requirements, connectivity, and user experience.
• Develop testing approaches and lead business validation and user acceptance testing to confirm solutions meet requirements and address advisor needs.
• Partner with the Financial Planning team to align technology capabilities with planning strategy, advisor needs, and the practical delivery of advice.
• Lead go-to-market efforts, coordinating with Marketing, Training, Service, and other partners on positioning, communications, education, launch readiness, and adoption.
• Manage relationships with financial planning technology providers, partnering with Sourcing and other stakeholders on vendor evaluations, commercial considerations, roadmaps, integrations, and issue resolution.
• Establish and monitor product success measures, using adoption, engagement, user feedback, and business results to guide ongoing improvements.
• Partner with Risk, Compliance, Legal, Information Security, and Operations to address applicable requirements throughout the product lifecycle.
• Communicate priorities, progress, risks, dependencies, and decisions clearly to stakeholders and leadership.

Skills

Financial planning knowledge

Product management

Team leadership

Agile / SAFe

Cross-functional collaboration

Education

CFP certification or equivalent

Tools

eMoney

MoneyGuide

RightCapital

Job description

LPL Financial is seeking a Vice President of Product Management for Financial Planning Technology to lead a product team serving thousands of financial professionals. You will define strategy, own discovery, prioritize initiatives, and drive delivery across cross‑functional partners.

You will mentor talent, partner with Technology, Compliance, Marketing, and Training, and shape experiences that help advisors deliver planning insights to clients.