VP, Product Management

About the Role

The Vice President, Product Management, Financial Planning Technology will lead a product team responsible for helping more than 30,000 financial professionals, including 6,000 CFP® professionals at LPL, deliver advice and financial planning to their clients. This role combines financial planning knowledge with hands-on product management, owning initiatives from strategy and discovery through delivery, testing, launch, and ongoing improvement.

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 clear 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 clear business cases, product requirements, features, user stories, and acceptance criteria.
• Own and prioritize the product backlog, making informed tradeoffs across business value, user experience, technical complexity, risk, and dependencies.
• Partner with Technology, Design, and business teams within 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 address advisor needs.
• Partner with the Financial Planning team to align technology capabilities with planning strategy, advisor needs, and the practical delivery of advice.
• Lead go-to-market efforts, coordinating with Marketing, Training, Service, and other partners on 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.

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.

Core Competencies

• Financial Planning and Technology Fluency: Understands planning concepts, advisor workflows, platform capabilities, industry developments, and integration needs.
• Product Strategy and Execution: Connects business objectives and user needs to a clear roadmap, actionable priorities, and measurable results.
• Discovery and Customer Focus: Uses research, feedback, and data to understand problems, test assumptions, and validate solutions.
• People Leadership and Development: Builds team capabilities through clear expectations, coaching, constructive feedback, and meaningful development opportunities.
• Cross-Functional Collaboration: Builds productive partnerships across Financial Planning, Technology, Compliance, Sourcing, Marketing, and other groups to navigate competing priorities and deliver shared outcomes.
• Communication: Presents clear recommendations, explains tradeoffs, and keeps stakeholders informed.
• Ownership and Judgment: Creates structure in ambiguous situations, anticipates obstacles, and moves work forward with appropriate independence.
• Growth Mindset: Seeks feedback, learns quickly, and continuously strengthens domain knowledge and product management skills.

Preferences

• 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.

Pay

$135,960.00 - $226,600.00. Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

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.