LPL Financial · 1 day ago
VPII, Product Manager – Cash Management
New York, United States
Full-time
Onsite
Senior Level, Lead/Staff
$156K/yr - $261K/yr
9+ years expLPL Financial is a leading firm in the financial services sector, seeking a strategic and execution-focused Product Manager to lead initiatives within their Cash Management domain. This role involves defining and delivering solutions that enhance advisor and client experiences while ensuring operational efficiency and compliance with regulatory requirements.
FinanceFinancial Services
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 alignment with compliance, risk, and regulatory requirements
Qualification
Required
Bachelor's degree in Business, Finance, Technology, or related field; MBA or advanced degree preferred
9+ years of product management experience in financial services or FinTech
Strong understanding of cash movement, payments, and transaction processing
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
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
Experience with CRM platforms, account onboarding solutions, advisor portals, and financial integrations
Experience with Broker Dealer or Large Retail bank systems
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Company data provided by crunchbase