Position Summary:
LPL Financial is seeking an execution-focused Product Manager to lead initiatives within our Cash & Liquidity Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rdparty Banking & Retirement. This role is responsible for defining and delivering solutions that enhance the advisor and client experience, ensure operational efficiency, and support the firm's broader financial ecosystem. The ideal candidate will have a strong background in financial services, product lifecycle management, and cross-functional leadership. This role requires a balance of delivery thinking, technical understanding and hands-on execution.
Key Responsibilities:- Define and own the execution of roadmap items for Cash Management capabilities.
- Lead product discovery and solutioning in partnership with advisors, service teams, operations, and technology.
- Translate business needs into clear product requirements and user stories.
- Collaborate with Agile delivery teams to ensure timely and high-quality execution.
- Partner with Service and Operations to ensure readiness and support for new capabilities.
- Communicate product strategy, progress, and outcomes to stakeholders across the organization.
- Ensure alignment with compliance, risk, and regulatory requirements.
Key Success Metrics:
- Advisor Adoption & Satisfaction: Increase in usage and positive feedback from advisors on cash movement tools.
- Feature Delivery: Timely release of roadmap items with minimal delays or scope changes.
- Operational Efficiency: Reduction in manual interventions and service tickets related to cash movement.
- Quality Assurance: Low defect rates and high success rates in incremental testing and production validation.
- Time-to-Market: Improved cycle time from ideation to release.
- Cross-Functional Alignment: Positive stakeholder feedback and strong collaboration across Product, Tech, Service, and Operations.
- Compliance Readiness: Successful integration of regulatory and risk requirements into product design and delivery.
- Innovation Pipeline: Number of new ideas validated and moved into development.
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- Bachelor's degree in Business, Finance, Technology, or related field; MBA or advanced degree preferred.
- Minimum of 9 years of product management experience in Financial Services or FinTech, specifically Retirement and Payments.
- Strong SDLC & technical background (SQL, CI/CD, UX design, AWS & Cloud)
- Strong background in payments, banking, risk, compliance
- Strong Agile background influencing cross functional teams to use best practices
Core Competencies:- Excellent communication, stakeholder management, and problem-solving skills.
- Familiarity with advisor workflows, service operations, and compliance frameworks.
- Ability to translate complex business needs into scalable product solutions.
- Strong analytical skills and comfort with data-driven decision-making.
Preferred Skills:- Experience with Wealth platforms; CRM platforms, account onboarding solutions, advisor portals, and financial integrations.
- Experience with Broker Dealer or Large Retail bank systems.
Pay Range: $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. 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!
