AVP, Product Manager
About The Position
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.
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
- 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.
Nice To Haves
- Experience with Wealth platforms; CRM platforms, account onboarding solutions, advisor portals, and financial integrations.
- Experience with Broker Dealer or Large Retail bank systems.
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.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Manager
