VP, Product Management
About The Position
The Vice President, Product Management, Financial Planning Technology will lead a product team responsible for enabling more than 30,000 financial professionals, including 6,000 CFP® professionals at LPL, to deliver financial advice and planning to clients. The role shapes and delivers technology experiences that help advisors incorporate planning into their practices and better serve client needs. The VP owns product initiatives from strategy and discovery through delivery, testing, launch, and ongoing improvement. The role directly manages and develops product team members and collaborates with LPL’s Financial Planning team, Technology, Compliance, Sourcing, Marketing, and other groups to align priorities and deliver integrated planning experiences. The ideal candidate understands financial planning software, advisor workflows, and the broader wealth management technology ecosystem, and brings sound judgment, clear communication, independent ownership, and strong cross-functional partnership skills.
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.
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 a team of product professionals, establishing 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 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, 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 advisor needs.
- Partner with the Financial Planning team to align technology capabilities with planning strategy, advisor needs, and practical advice delivery.
- Lead go-to-market efforts with Marketing, Training, Service, and other partners, coordinating 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.
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
Senior
Education Level
No Education Listed
