Product Manager – Cash & Liquidity Management

Position Summary

LPL Financial is seeking a strategic and execution-focused Product Manager to lead initiatives within our Cash Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rdparty Banking, general embedded finance and advisor facing experiences. 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 strategic thinking, technical understanding, Influence management and hands‑on execution.

Key Responsibilities

• Define and own the product vision, strategy, and roadmap 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.
• Prioritize features and enhancements based on advisor impact, business value, and technical feasibility.
• 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.
• Monitor product performance and user feedback to inform continuous improvement.
• Communicate product strategy, progress, and outcomes to stakeholders across the organization.
• Ensure alignmentwith compliance, risk, and regulatory requirements.

Key Success Metrics

Requirements

Core Competencies

Preferred Skills

Pay Range

$132,000‑$220,000 / year. 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!

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. LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources they need 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 LPL Financial : Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.

Why LPL?

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.

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