AVP, Cash Management Operations

LPL Financial

. Partner with the VP in leading Cash Management operations, including wires, ACH, checks, journals, and other money movement activities, ensuring timely, accurate, and compliant processing .

Posted 10/2/2026full-timeUnited StatesLead💰 $82,812 - $137,917 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Cash Management operations, including wire processing and ACH transactions, while ensuring compliance with regulatory requirements and internal policies. Proven ability to lead teams, drive operational performance, and implement process improvements to enhance efficiency and client experience.

Highest-signal resume keywords

Cash Management OperationsPeople LeadershipProcess AutomationRisk ManagementCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Wire ProcessingACH TransactionsPayment OperationsOperational ControlsPerformance Metrics ManagementService Level AgreementsQuality ProgramsProcess OptimizationCapacity PlanningOrganizational Readiness

Soft Skills

Team DevelopmentStakeholder EngagementCollaborationAdaptabilityFacilitation

Certifications & Qualifications

FINRA Series 99Series 7

Industry Keywords

Banking OperationsMoney MovementOperational RiskContinuous ImprovementAudit Compliance

About the role

Key responsibilities & impact

Partner with the VP in leading Cash Management operations, including wires, ACH, checks, journals, and other money movement activities, ensuring timely, accurate, and compliant processing
Drive operational performance through management of key metrics, service levels, business cycle times, productivity, and quality standards
Maintain a strong risk and control environment, ensuring compliance with regulatory requirements, internal policies, and audit expectations
Partner with Risk, Compliance, Technology, Service, and Business leaders to improve processes, mitigate risk, and enhance the client experience
Lead continuous improvement and automation initiatives to increase efficiency, reduce operational risk, and support business growth
Develop and coach leaders and associates, fostering accountability, collaboration, engagement, and high performance
Provide strategic direction, capacity planning, and operational readiness to support changing business needs and volume demands
Develop and execute the Cash Management operational roadmap, including process optimization, capacity planning, automation opportunities, remediation efforts, and organizational readiness initiatives
Communicate operational performance, risks, and recommendations to senior leadership and key stakeholders
Identify and lead implementation of process automation, AI-enabled workflows, and operational improvements that enhance efficiency, scalability, and risk management
Serve as an escalation leader for high-profile advisor, client, and executive concerns requiring cross-functional coordination and resolution

Requirements

What you’ll need

3+ years of direct people leadership experience, including leadership of managers and cross-functional initiatives
Bachelor's degree in Business, Finance, Management, or related field; equivalent experience considered
Demonstrated experience leading Cash Management, Money Movement, Banking Operations, or related operational functions
Understanding of wire processing, ACH transactions, payment operations, and operational controls
FINRA Series 99 required
Ability to inspire, influence, and develop high-performing teams
Strong communication and presentation skills, with the ability to engage stakeholders at all levels
Proven ability to drive alignment and adoption of strategic priorities
Highly organized, adaptable, and effective in managing competing priorities
Skilled at facilitating productive meetings and fostering collaboration in both virtual and in-person environments
Experience managing performance metrics, service level agreements, productivity, and quality programs
Proven ability to lead through change and drive organizational transformation
Excellent communication, presentation, and stakeholder management skills
Series 7

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package
Competitive total rewards supporting success at work, at home, and at play