AVP, Cash Management Operations
LPL Financial
Lead with Purpose, Unlock Your Team’s PassionAt LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply todayJob Overview:The Assistant Vice President (AVP), Cash Management serves as a strategic operational leader responsible for advancing the Cash Management function's operational effectiveness, risk posture, organizational capability, and future-state roadmap. This role partners closely with the VP and cross-functional stakeholders to drive large-scale process improvements, remediation initiatives, capacity planning, workforce development, and operational readiness across the Cash Management organization.The AVP provides leadership across Cash Management operations, including wires, ACH transactions, journals, checks, and related money movement services, ensuring timely, accurate, and compliant processing. The role partners closely with Operations, Risk, Compliance, Technology, Service, and Business stakeholders to enhance the client experience, strengthen risk management practices, improve operational efficiency, and achieve service-level commitments. The AVP is responsible for developing operational roadmaps, leading continuous improvement initiatives, mentoring emerging leaders, and driving a culture of accountability, engagement, and operational excellence.Responsibilities: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 the 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 a culture of 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.What are we looking for?We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.Requirements: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 requiredCore Competencies: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.Preferences: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 7Pay Range: $82,812.00 - $137,917.00Actual 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them 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 .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 View phone number on click.appcast.io.EAC 5.19.26SummaryLocation: Tempe; Fort Mill/CharlotteType: Full time
- ...Operational Accountant II – Junior Cash Management Specialist Location: Charlotte, NC – Hybrid, 3 days onsite/week Contract: 12-month W2 contract Pay Rate: $26/hr W2 Job Summary Calculated Hire is seeking a Junior Cash Management Specialist to support...OperationsDaily paidContract work3 days per week
- ...internal controls, supports strategic decision-making, and manages the day-to-day operations of the accounting department. The Controller partners... ...safeguard company assets. Support budgeting, forecasting, and cash flow planning activities. Analyze financial results...OperationsFull timeLocal area
- ...Accountant to take ownership of key accounting operations and support financial reporting... ...transaction processing, account reconciliations, cash monitoring, and month-end close support.... ...payable, accounts receivable, and cash management activities. Deliver complete and...OperationsRemote work
- ...is seeking a Staff Accountant to support daily accounting operations and strengthen financial reporting. This Staff Accountant... ...accuracy across multiple entities Support AP/AR, billing, and cash‑management activities Review transactions for proper coding,...OperationsFull timeWork at office
$65k - $70k
...00% Onsite Monday - Friday Key Responsibilities Support daily accounting operations, including general ledger activities, accounts payable, accounts receivable, and cash management. Assist with month-end and year-end close, including journal entries, account...OperationsFull timeMonday to Friday- ...The ideal candidate will be responsible for overseeing the company’s accounting and finance operations, including financial reporting, cash flow management, month-end close, project financials, and overall financial strategy. The candidate will lead a team of four Controllers...OperationsFull timeTemporary workFor contractorsWork at officeRemote work
$175k
...seeking a Director of Accounting and Finance to lead financial operations and partner closely with senior leadership. This Director... ...blends project finance, corporate finance, forecasting, cash‑flow management, and team leadership — and offers a clear, accelerated...OperationsFull time$86 - $138 per hour
...strategic direction service delivery standards and operational priorities for the post-award function. Leads and develops managers analysts accountants and research... ...Directs invoicing reporting reimbursement tracking cash management and financial reconciliation activities...OperationsDaily paidFull timeTemporary workPart timeWork experience placementFlexible hoursShift work$18 - $35 per hour
Treasury Management Intern Position Overview At PNC, our people are our greatest differentiator... ...architect and implement a cohesive cash management system for their organization... ...helps clients optimize their financial operations by: Offering a robust set of traditional...OperationsWork experience placementSummer workInternshipSummer internshipWork at officeRemote work- ...bring ideas to the table and does not micro-manage Collaborative and supportive working... ...WHY THIS ROLE IS IMPORTANT: Financial Operations Oversight: Manage all aspects of... ...financial forecasts, and report variances. Cash Flow & Debt Management: Manage cash flow,...OperationsLocal area
$65k - $75k
...ideal for an accounting professional who enjoys working with cash management, reconciliations, month-end close activities, and process... ...requests, partnering with internal departments to support business operations, and identifying opportunities to improve processes and...OperationsMonday to Friday- ...with general contractors, subcontractors, project managers, and billing portals in a fast-paced environment.... ...purposes. Partner with accounting and operations teams to support project financial reporting and cash flow management. Qualifications ~3+ years...OperationsFull timeContract workFor contractorsFor subcontractor
- ..., payroll, cloud-based HR and financial management solutions that put organizations on the... ...3 years of US and/or Global Financials Operations Bachelor's degree or equivalent (minimum... ...processes: (PTP, OTC, GL, FA, Budgeting, Cash Management, etc…) Experience leading global...OperationsWork experience placementLive inWork at officeLocal area
- ...experienceMinimum of 3 years of US and/or Global Financials Operations Bachelor's degree or equivalent work experience (... ...modules including Procure to Pay, Contract to Cash, Fixed Assets, Budgeting, Cash Management, or Grants3+ years prior experience implementing Workday...OperationsContract workWork experience placementLive inWork at officeLocal area
- ...description:The Divisional Controllership Senior Manager provides strategic oversight for... ...professional to lead financial and operational oversight across a reciprocal exchange,... ...and value creation opportunitiesOversee cash management processes, including trust account...OperationsFull timeTemporary workShift workDay shift
- ...Analyst to join its corporate finance team. This individual will play an important role in supporting the company's treasury operations, cash management, liquidity forecasting, banking activities, and working-capital initiatives.This is a highly visible opportunity for an...OperationsTemporary work
- ...entries, reconciliations, and reporting — along with daily cash management and cash reconciliation. You'll also provide general support... ...duties as assigned or required to support the company's overall operations and objectives.RequirementsAll potential hires are subject...OperationsHourly payContract workBank staffWork at officeRemote workHome officeFlexible hoursShift work
- ...ideal for an accounting professional who enjoys working with cash management, reconciliations, month-end close activities, and process... ...requests Partner with internal departments to support business operations Bachelor's degree in Accounting or Finance preferred, but...OperationsMonday to Friday
$106.9k - $171.1k
...PostedCFO Advisory, Accounting Advisory Manager (Not-for-Profit)As a result of continued... ...improvement, and enhancement of finance operations. You will also support complex accounting... ...transitions and special projects, such as cash-to-accrual accounting, opening balance sheet...OperationsFull timeWork experience placementLocal areaRemote work- ...and organizational skills ~ Ability to manage multiple responsibilities and prioritize... ...Description: Day-to-Day: Perform daily cash tracking and cash reconciliations... ...detail-oriented, and eager to learn treasury operations in a structured environment. This role...Operations
- ...leader who can establish financial processes, manage day-to-day accounting, and partner... ...Responsibilities Own all accounting and finance operations, including A/P, A/R, general ledger,... ...systems to support growth. Manage cash flow, forecasting, budgeting, and working...OperationsFull timeRemote work
- ...Capital Group is seeking a Core Operations Manager in Charlotte, NC. The role focuses on leading critical investment operations capabilities... ...quality service with strong controls. You will work across cash management, position enablement, data stewardship, and collaborate...OperationsWork at office
- ...financial goals through a broad range of advice and wealth management solutions.The Cash & Savings team supports Vanguard’s cash management... ...strong analytical judgment, and the ability to distinguish operational issues from broader market or pricing effects.Core Responsibilities...OperationsFull time
$160k - $180k
...+ Discretionary bonus Overview: AVP, Edge Security Engineer on its Network... ...and DNS across design, engineering, and operational support. You’ll help shape the edge security... ...Balancing). ~2+ years of experience managing enterprise DNS solutions (Infoblox, BIND...OperationsFull time- ...Cash Manager IThe Brink's Company is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed... ..., government agencies, mints, jewelers, and other commercial operations. Our network of operations in 52 countries serves customers...OperationsWork from home
- ...responsibilities. Collaborate with leaders to drive profitability and operational excellence. Enjoy professional growth in a dynamic, hybrid... ...financial insights.Oversee treasury functions, including cash flow management, accounts payable, and receivable operations.Serve as a...Operations
$99.91k - $166.45k
...AVP, Change ManagementBuild a career that matches all your initiative with an impressive... ...LPL Financial is seeking an AVP, Change Management to support the successful adoption of... ....Requirements:7-10 years in technology operations, production support, release management,...OperationsWork from homeWeekend work- ...leader with a multi-site, service-based operating model supporting enterprise customers across... ...analysis to corporate and local management; drive accountability and inform strategic... ...continuously enhance a robust 13-week rolling cash flow forecast, identifying liquidity...OperationsFull timeLocal area
$225k
...Financial Officer (CFO) to lead the financial operations. This executive leadership role will lead... ...owned affiliated operations. Develop and manage systemwide financial reporting, oversee... ..., forecasting, financial planning, and cash flow management activities across all...OperationsWork at officeWork from homeRelocation package$65k - $75k
...ideal for an accounting professional who enjoys working with cash management, reconciliations, month-end close activities, and process... ...requests Partner with internal departments to support business operations Identify opportunities to improve processes and streamline...OperationsLocal areaMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to AVP, Cash Management Operations. Be the first to apply!
- cash logistics lead Charlotte, NC
- accounts receivable cash application specialist Charlotte, NC
- cash office associate Charlotte, NC
- quick cash work from home Charlotte, NC
- cash application representative Charlotte, NC
- cash control Charlotte, NC
- cash advance Charlotte, NC
- cash application clerk Charlotte, NC
- check cashing Charlotte, NC
- cash jobs Charlotte, NC



