VP, Product Management

LPL Financial

. Define product strategy and roadmaps for financial planning technology .

Posted 10/22/2026full-timeUnited StatesLead💰 $135,960 - $226,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in product management within financial planning technology, including strategy development, user feedback integration, and Agile methodologies. Proven ability to lead teams, manage product backlogs, and align technology with advisor needs.

Highest-signal resume keywords

Product Management ExperienceFinancial Planning Technology IntegrationAgile Delivery Environment ExperienceTeam Leadership and DevelopmentCFP® Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product StrategyRoadmap DevelopmentUser Acceptance TestingBusiness Case DevelopmentWorkflow AnalysisData AnalysisFeature PrioritizationRequirements GatheringGo-To-Market ExecutionTesting Approaches

Soft Skills

CommunicationCoachingStakeholder ManagementRelationship ManagementCollaboration

Tools & Technologies

EMoneyMoneyGuideRightCapitalClient Relationship Management SoftwareAccount Aggregation Tools

Certifications & Qualifications

CFP® CertificationSAFe CertificationAgile CertificationMBA

Industry Keywords

Financial PlanningWealth ManagementBroker-DealerRegistered Investment AdvisorFinancial Planning Platforms

About the role

Key responsibilities & impact

Define product strategy and roadmaps for financial planning technology
Lead, coach, and develop a team of product professionals
Lead product discovery through advisor interviews, workflow analysis, user feedback, competitive research, and data analysis
Translate opportunities into business cases, product requirements, features, user stories, and acceptance criteria
Own and prioritize the product backlog
Partner with Technology, Design, and business teams within a SAFe Agile delivery environment
Guide integration of financial planning platforms with advisor workflows and related systems
Develop testing approaches and lead business validation and user acceptance testing
Partner with the Financial Planning team to align technology capabilities with planning strategy and advisor needs
Lead go-to-market efforts with Marketing, Training, Service, and other partners
Manage relationships with financial planning technology providers
Establish and monitor product success measures
Partner with Risk, Compliance, Legal, Information Security, and Operations
Communicate priorities, progress, risks, dependencies, and decisions to stakeholders and leadership

Requirements

What you’ll need

7-10 year experience in financial planning, financial planning technology, or closely related wealth management roles
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
Familiarity with Scaled Agile Framework (SAFe) practices and cross-functional delivery
5+ years experience directly managing and developing employees
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

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package