VPII, Product Manager – Cash Management

LPL Financial • San Diego, CA

3d

About The Position

LPL Financial is seeking a strategic and execution-focused Product Manager to lead initiatives within our Cash Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rd party Banking, general embedded finance and advisor facing experiences. 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 strategic thinking, technical understanding, Influence management and hands-on execution.

Requirements

• Bachelor’s degree in Business, Finance, Technology, or related field; MBA or advanced degree preferred.
• 9+ years of product management experience in financial services or FinTech.
• Strong understanding of cash movement, payments, and transaction processing.
• 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 CRM platforms, account onboarding solutions, advisor portals, and financial integrations.
• Experience with Broker Dealer or Large Retail bank systems.

Responsibilities

• Define and own the product vision, strategy, and roadmap 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.
• Prioritize features and enhancements based on advisor impact, business value, and technical feasibility.
• 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.
• Monitor product performance and user feedback to inform continuous improvement.
• Communicate product strategy, progress, and outcomes to stakeholders across the organization.
• Ensure alignment with compliance, risk, and regulatory requirements.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees