Senior Wealth Platform Product Manager
LPL Financial LLC
LPL Financial Holdings Inc. is seeking an AVP Product Management in Charlotte, NC to bridge vision and execution across WealthAG and related teams. You will define roadmaps, partner with Product Owners, and drive adoption of a modern, tech-enabled platform for advisors and their clients. Candidates bring 5+ years in wealth management and 3+ years building products or tech-enabled services, with strong analytical, communication, and strategic thinking skills; FINRA SIE and Series 7 are preferred. #J-18808-Ljbffr LPL Financial LLC
- ...speed. With deep expertise in Managed Infrastructure Services,... ...industry expertise, proven software platforms, and innovative AI-driven... ...are seeking a high-velocity Product Marketing Manager to join our... ...product advocacy for the Life & Wealth Americas sector. This role...PlatformMinimum wage
- LPL Financial is seeking an execution-focused Product Manager to lead initiatives within our Cash & Liquidity Management domain, including Payments (ACH, FedNow, Zelle, Debit), 3rd‑party Banking & Retirement. This role defines and delivers solutions that enhance advisor...PlatformSenior
$70.01k - $116.69k
...LPL Financial. Job Overview: As a Senior Analyst within the Wealth Management Insights & Analytics team, you’ll... ...strategy leaders, sales teams, and product managers to shape the direction of... ...broker-dealer, we offer an integrated platform of cutting-edge technology,...PlatformSeniorWork from home$109.28k - $182.1k
...ready to modernize a platform and be part of a team... ...foundational technology and product needs that will... ...within LPL Financial! LPL Wealth Advisors Group (... ...alike. As the AVP Product Management, you will be the bridge... ...complex initiatives for senior leaders across lines...PlatformWork from homeHome officeFlexible hours- ...Product Manager Required Skills & Experience: • 5+ years of Product Management experience • Experience owning the full product lifecycle from strategy through delivery • SaaS platform experience, preferably multi-level or enterprise platform products OR IoT/Telemetry...PlatformSenior
$109.28k - $182.1k
...Position Summary:LPL Financial is seeking an execution-focused Product Manager to lead initiatives within our Cash & Liquidity Management... ...-driven decision-making.Preferred Skills:Experience with Wealth platforms; CRM platforms, account onboarding solutions, advisor...PlatformFull timeWork from home$106.5k - $177.57k
...an Assistant Vice President, Product Owner to provide strategic... ...partnership with the Product Manager and senior stakeholders across Fraud Operations... ...for technical enablers and platform enhancements necessary to... ...among the fastest growing wealth management firms in the U.S....PlatformFull timeWork from home$135.96k - $226.6k
...seeking a with strong Product, Data Quality, Data Governance... ...and non-custody platforms, data feeds, APIs,... ...Beyond traditional product management, this role requires... ...serve as a key partner to senior leadership, providing... ...Capital Markets, Wealth Management, Brokerage,...PlatformFull timeWork from home$135.96k - $226.6k
...today. Job Overview The VP, Product Manager - Identity & Access... ...features, enhancements, and platform capabilities based on business... ...updates, and product insights to senior leadership Establish and reinforce... ...among the fastest growing wealth management firms in the U.S....Platform- LPL Financial LLC is seeking a Senior Retirement Analyst within the Retirement Partners team of Wealth Management. This role drives plan platform oversight, data analytics, and process improvements to support advisor growth and retirement plan offerings. The ideal candidate...PlatformSenior
- LPL Financial’s Retirement Partners team seeks a Senior Retirement Analyst to drive platform oversight and enhancements in a fast-paced wealth management setting. The role focuses on executing strategy, managing workflows, and delivering robust retirement solutions for...PlatformSenior
- LPL Financial is seeking a senior leader to drive UMA and tax management offerings within its Wealth Management team in Fort Mill, SC... ...programs, coordinate with product, technology, and field teams,... ...experience in investment advisory platforms, and deep knowledge of...PlatformSenior
$75.4k - $125.66k
...financial goals.Job Overview:The Senior Consultant, Client Feedback... ...the role supports escalation management, adheres to established... ....1+ years’ experience in the wealth management industry.Bachelor’... ..., CRM tools, case management platforms, or operational workflows is...PlatformSeniorFull timeWork experience placementWork from home- ...Hybrid-Onsite 12+ Month Contract Role Summary Wealth Management Data Team We are seeking a highly independent Techno Functional Data Product Owner to lead Advisor Data for Wealth... ...source systems (licensing/registration platforms, CRM, compensation engines) and vendor feeds...PlatformContract work
- Shutterfly leads the design and development of next-generation Agentic AI platforms to power personalization and customer journeys. You will define the end-to-end technical strategy for AI integration and build scalable multi-agent systems. You will translate advanced AI...PlatformSenior
$106.1k - $176.9k
...goals.Job OverviewAs a Senior Full‑Stack Software... ...modern, cloud‑native platforms that enable LPL’s business... ...with partners across Product, Design, Platform, and... ...lifecycle (SDLC) and risk management practices.... ...in financial services, wealth management, or asset management...PlatformSeniorFull timeWork from home$75.4k - $125.66k
...financial goals. Job Overview The Senior Consultant, Client Feedback... ...the role supports escalation management, adheres to established... ...1+ years’ experience in the wealth management industry. Bachelor... ..., CRM tools, case management platforms, or operational workflows is...PlatformSeniorWork experience placementWork from home- LPL Financial LLC seeks an execution-focused Product Manager to lead Cash & Liquidity Management initiatives, including Payments (ACH, FedNow, Zelle, Debit) and 3rd-party Banking & Retirement. You will define and deliver solutions enhancing advisor and client experiences...Senior
- LPL Financial, a leader in wealth management, seeks a VP, Institutional Leader to guide the Institutional segment and CIS. You will coach senior sales managers and relationship managers, partner with cross-functional teams, and drive growth through strategic initiatives...Senior
$147.5k - $245.9k
...Server, Oracle, MongoDB).Collaborate with product owners, business analysts, and other... ...and optimization.Experience with cloud platforms (e.g., AWS, Azure, Google Cloud) and containerization... ...: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the...PlatformSeniorFull timeWork from home$159.75k - $225.5k
...our family of brands helps customers create products and capture moments that reflect who they uniquely are.We are seeking a Senior Principal Software Engineer to lead the... ...development of next-generation Agentic AI platforms and applications that power personalization...PlatformSeniorRemote work- LPL Financial in Fort Mill, South Carolina, seeks a Senior Financial Representative to support the Wealth Advisors Group. You will manage a large client book, analyze client needs, and design holistic financial solutions over the phone and virtually. In this role you’ll...Senior
- LPL Financial in the United States is seeking a Senior Analyst for the Wealth Management Insights & Analytics team. You will collaborate with strategy leaders, sales, and product managers to shape the direction of LPL’s Wealth Management business and develop strategic...Senior
$78.38k - $130.63k
...LPL Financial. Job Overview: The Senior Analyst, Investment Product Management plays a critical role in supporting... ...strategic needs of our investment platform. This position is responsible for... ...LPLA) is among the fastest growing wealth management firms in the U.S. As a...PlatformSeniorWork from home$109.28k - $182.1k
Job Overview LPL Financial is seeking an AVP, Product Manager to support the Identity & Access Management (IAM) product area. This role is... ...product actions. They should be energized by solving enterprise platform challenges and delivering improvements that balance user...Platform- ...data-driven consumer services platform. One of the largest digital... ...environment that bridges content, product, data, and technology to... ...providing timely insights to management. Prepare, deliver, and present... ...reports and presentations to senior leadership and cross-functional...PlatformSenior
- Lead the design and development of next-generation Agentic AI platforms to power personalization and customer journeys. The role involves building scalable multi-agent systems and defining the end-to-end technical strategy for AI integration across the organization. Requirements...PlatformSenior
- ...IT experience, the ideal candidate will have deep expertise in Snowflake and cloud platforms including AWS and Azure. This role involves leading database migration initiatives, managing Snowflake security, and driving performance tuning and optimization. Strong communication...PlatformSenior
- ...focuses on the broker-dealer and investment advisory businesses, advising across business development, corporate transactions, and platform conversions with an autonomous docket in a fast-paced environment. The ideal candidate has deep experience with FINRA rules,...PlatformSenior
- ...supervise day-to-day activities surrounding production support of critical systems.Diagnose,... ...’s Engineering - 3rd Line Support Manager and collaborate with internal and external... ...resolve technical issues within key Index Platforms.Requirements:Minimum 8 years of experience...PlatformSenior3 days per week
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