Product Enablement Manager - Cash Management

About the Role

LPL Financial is seeking a Product Enablement Manager to support the Cash Management organization, including Move Money, Payments, Transfers, and related capabilities. This role is responsible for enabling operational excellence across the product organization by supporting execution, maintaining process discipline, tracking performance metrics, and facilitating advisor and stakeholder feedback. The Product Enablement Manager partners closely with Product Managers, Program Leaders, Scrum Teams, and business stakeholders to drive transparency, accountability, and consistency across the product lifecycle. This role supports planning, reporting, governance, and operational processes that help ensure successful delivery of strategic initiatives.

Responsibilities

• Product Operations & Execution Support
  • Partner with Product Managers, Program Leaders, and Scrum Teams to support the execution of key initiatives.
  • Maintain and update product management artifacts, including roadmaps, status reports, and dependency trackers.
  • Support backlog management and promote consistent utilization of Agile tools and processes.
  • Assist with capacity planning, resource tracking, and operational coordination across product teams.
• Reporting & Performance Management
  • Monitor, analyze, and report on key performance indicators (KPIs), delivery metrics, and operational results.
  • Develop reporting and performance insights that support decision-making and organizational transparency.
  • Identify trends, risks, and opportunities for improvement through data analysis and reporting activities.
• Advisor & Stakeholder Engagement
  • Support the collection, tracking, and follow-up of advisor and stakeholder feedback.
  • Partner with cross-functional teams to ensure feedback is evaluated and incorporated into planning and prioritization activities.
  • Maintain visibility into customer and advisor experience trends to support product improvement efforts.
• Governance & Compliance Support
  • Support audit readiness activities and maintain product-related documentation as required.
  • Assist with governance processes, reporting requirements, and compliance-related activities.
  • Ensure product documentation is complete, accurate, and maintained in accordance with established standards.
• Continuous Improvement
  • Identify opportunities to improve operational processes, reporting capabilities, and team efficiency.
  • Support the implementation of process enhancements that improve execution quality and organizational effectiveness.
  • Contribute to the development of repeatable and scalable product operating practices.

Requirements

• Bachelor's degree in Business, Finance, Operations, or a related field.
• 5+ years of experience in product operations, product management support, program management, consulting, or a related function within financial services.
• Experience supporting Agile product delivery teams and product lifecycle management activities.
• Experience using project and work management tools such as Jira, Confluence, or similar platforms.
• Experience developing, maintaining, or analyzing operational metrics, KPIs, dashboards, or reporting.

Core Competencies

• Product Operations & Enablement
• Agile Delivery & Product Lifecycle Management
• Reporting & Data Analysis
• Stakeholder Management & Communication
• Process Improvement & Operational Excellence

Preferences

• Experience supporting cash management, payments, transfers, or related financial services products.
• Experience using reporting and visualization tools such as Excel, Power BI, or Tableau.
• Experience supporting audit, governance, risk, or compliance activities within a regulated environment.
• Experience working with cross-functional teams in a large-scale enterprise organization.
• Experience supporting resource planning, operational planning, or portfolio management activities.

Pay

$109,283.00 - $182,104.00. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

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. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.