VP, Product Management — Financial Planning Tech Leader

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial invites you to lead a high-impact product team delivering financial planning technology that empowers thousands of advisors and clients.

The Vice President, Product Management, Financial Planning Technology will own strategy, discovery, and delivery, guiding initiatives from concept through launch and continuous improvement.

You will mentor a diverse team, collaborate with Compliance, Marketing, and Sourcing, and partner with Financial Planning to align tech with business goals.

Qualifications

• 7-10 year experience in financial planning technology or wealth management roles.
• 5+ years product management, including strategy, discovery, roadmaps, and go-to-market.
• 7-10 years experience in Agile delivery with SAFe practices.

Responsibilities

• Define product strategy and roadmaps for financial planning technology.
• Lead, coach, and develop a team of product professionals.
• Conduct product discovery through advisor interviews, workflow analysis, user feedback, and data analysis.
• 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.
• 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

Product management

Team leadership

SAFe / Agile

Financial planning software

Cross-functional collaboration

Education

CFP certification

MBA or relevant master’s degree

Job description

LPL Financial invites you to lead a high-impact product team delivering financial planning technology that empowers thousands of advisors and clients.

The Vice President, Product Management, Financial Planning Technology will own strategy, discovery, and delivery, guiding initiatives from concept through launch and continuous improvement.

You will mentor a diverse team, collaborate with Compliance, Marketing, and Sourcing, and partner with Financial Planning to align tech with business goals.