VP, Product Management

LPL Financial•Charlotte, NC

About The Position

The Vice President, Product Management, Financial Planning Technology leads a product team serving more than 30,000 financial professionals, including 6,000 CFP® professionals at LPL. The role shapes and delivers technology experiences that help advisors incorporate financial planning into their practices and serve clients’ needs. It owns product initiatives from strategy and discovery through delivery, testing, launch, and ongoing improvement, while directly managing and developing product team members. The VP partners with LPL’s Financial Planning team, Technology, Compliance, Sourcing, Marketing, and other groups to align priorities and deliver integrated planning experiences. The role calls for knowledge of financial planning software, advisor workflows, and the broader wealth management technology ecosystem, alongside sound judgment, clear communication, independent execution, and effective cross-functional partnership.

Requirements

7–10 years of experience in financial planning, financial planning technology, or closely related wealth management roles, with a strong understanding of advisor planning workflows and client needs.
5+ years of experience using, implementing, integrating, or managing financial planning platforms such as eMoney, MoneyGuide, or RightCapital.
7–10 years of product management experience spanning strategy, discovery, roadmap development, prioritization, requirements, testing, and go-to-market execution.
7–10 years of experience working in Agile delivery environments, including familiarity with Scaled Agile Framework (SAFe) practices and cross-functional delivery.
5+ years of experience directly managing and developing employees, setting priorities, providing feedback, and supporting professional growth.
Financial planning and technology fluency, including knowledge of planning concepts, advisor workflows, platform capabilities, industry developments, and integration needs.
Ability to connect business objectives and user needs to a clear roadmap, actionable priorities, and measurable results.
Ability to use research, feedback, and data to understand problems, test assumptions, and validate solutions.
People leadership skills, including setting clear expectations, coaching, providing constructive feedback, and creating development opportunities.
Ability to build productive cross-functional partnerships and navigate competing priorities.
Clear communication skills, including presenting recommendations, explaining tradeoffs, and keeping stakeholders informed.
Ownership and judgment to create structure in ambiguous situations, anticipate obstacles, and move work forward independently.
Growth mindset, including seeking feedback, learning quickly, and strengthening domain knowledge and product management skills.

Nice To Haves

Experience within a broker-dealer, registered investment advisor, wealth management firm, or financial planning technology provider.
Experience connecting financial planning software with account aggregation, client relationship management, advisor platforms, or client-facing experiences.
CFP® certification or comparable financial planning education.
MBA or another relevant master’s degree.
SAFe or other relevant Agile or product management certification.

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 product team members by establishing goals, accountability, development opportunities, and ownership.
Conduct product discovery through advisor interviews, workflow analysis, user feedback, competitive research, and data analysis.
Translate opportunities into business cases, product requirements, features, user stories, and acceptance criteria.
Own and prioritize the product backlog, balancing business value, user experience, technical complexity, risk, and dependencies.
Partner with Technology, Design, and business teams in a SAFe Agile delivery environment to support planning, refinement, execution, and release readiness.
Guide integration of financial planning platforms with advisor workflows and related systems, working with technical teams on data requirements, connectivity, and user experience.
Develop testing approaches and lead business validation and user acceptance testing.
Partner with the Financial Planning team to align technology capabilities with planning strategy, advisor needs, and advice delivery.
Lead go-to-market efforts with Marketing, Training, Service, and other partners, including positioning, communications, education, launch readiness, and adoption.
Manage relationships with financial planning technology providers, collaborating 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 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 to stakeholders and leadership.