VP, Product Management

LPL Financial

Confirmed live today High trust

Quick summary

Work type
On-site
Location
Fort Mill, SCCharlotte, NCNew York, NY
Salary
$135,960–$226,600 / yr
Employment
Full-time
Posted
5 days ago
Freshness
Confirmed live today

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $204k
This role $181k
$124k $247k
below market most similar roles pay here above market

This role pays less than 65% of similar roles. Most pay $176,450–$230,850 — the blue band above. At the midpoint, this role pays about $181k versus about $204k for comparable roles.

Based on 240 similar postings.

Employer

About LPL Financial

LPL Financial is the largest independent broker-dealer in the United States, providing brokerage and investment advisory services to independent financial advisors and financial institutions. Industry: Financial Services & Wealth Management

LPL Financial currently has 101 open roles on FindRole.

Listed pay typically runs $122,673–$204,455 across 55 roles with salary data.

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View all roles at LPL Financial

At a glance

TL;DR · VP, Product Management

The VP, Product Management leads the Financial Planning Technology team to deliver technology experiences for over 30,000 financial professionals. This role involves shaping product strategy, defining roadmaps, and managing the full lifecycle from discovery and requirements gathering to testing and go-to-market execution. The individual will manage a team of product professionals while collaborating with Technology, Compliance, and Marketing groups to integrate financial planning platforms into advisor workflows. Key responsibilities include conducting workflow analysis, managing backlogs in a SAFe Agile environment, and overseeing vendor relationships with providers like eMoney, MoneyGuide, or RightCapital. The position solves the technical challenge of connecting financial planning software with account aggregation and client relationship management systems to help advisors incorporate planning more effectively into their daily wealth management practices.

What you'll do

  • Define product strategy and roadmaps for financial planning technology to align advisor needs with business priorities.
  • Lead, coach, and develop a team of product professionals by establishing clear goals and accountability.
  • Conduct product discovery through advisor interviews, workflow analysis, and competitive research to identify opportunities.
  • Translate business opportunities into clear requirements, user stories, and acceptance criteria for development.
  • Own and prioritize the product backlog based on business value, user experience, and technical complexity.
  • Partner with Technology and Design teams to manage planning, refinement, and execution within a SAFe Agile environment.
  • Guide the integration of financial planning platforms with advisor workflows and related data systems.
  • Lead go-to-market efforts by coordinating with Marketing, Training, and Service teams on launch readiness and adoption.

What we're looking for

  • 7-10 years of experience in financial planning, financial planning technology, or related wealth management roles.
  • 5+ years of experience using, implementing, integrating, or managing platforms like eMoney, MoneyGuide, or RightCapital.
  • 7-10 years of product management experience covering strategy, discovery, roadmap development, prioritization, requirements, testing, and go-to-market execution.
  • 7-10 years of experience in Agile delivery environments, including familiarity with Scaled Agile Framework (SAFe) practices.
  • 5+ years of experience directly managing and developing employees, including setting priorities and providing professional growth feedback.
  • Experience within a broker-dealer, registered investment advisor, wealth management firm, or financial planning technology provider (preferred).
  • Experience connecting financial planning software with account aggregation, CRM, or advisor platforms (preferred).
  • Master’s degree.

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