Vice President Product Management - Financial Planning Technology

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If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.Job Overview

Job Overview:

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 will shape and deliver technology experiences that enable advisors to incorporate planning more effectively into their practices and serve their clients’ needs.

This role combines financial planning knowledge with hands-on product management, owning initiatives from strategy and discovery through delivery, testing, launch, and ongoing improvement. The VP will directly manage and develop product team members while collaborating closely 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 how financial planning software works, how advisors use it, and how it connects with the broader wealth management technology ecosystem. They bring sound judgment, clear communication, and the ability to move work forward independently while developing their team and building strong cross-functional partnerships.

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.

What Are We Looking For?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 7-10 year 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 experience using, implementing, integrating, or managing financial planning platforms such as eMoney, MoneyGuide, or RightCapital.
• 7-10 years product management experience spanning strategy, discovery, roadmap development, prioritization, requirements, testing, and go-to-market execution.
• 7-10 years experience working in Agile delivery environments, including familiarity with Scaled Agile Framework (SAFe) practices and cross-functional delivery.
• 5+ years 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 Range:

$135,960.00 - $226,600.00Actual 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. Additionally, 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(6) , 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26