LPL Financial Corp
LPL Financial CorpVerified Source

Product Manager Cash & Liquidity Management LPL Financial

Onsite · Charlotte, North Carolina
Posted August 6, 2026
payroll

Overview

LPL Financial seeks an execution-focused Product Manager to lead Cash & Liquidity Management initiatives. This role defines and delivers solutions enhancing advisor and client experiences while ensuring operational efficiency. The ideal candidate balances delivery thinking with technical understanding and hands-on execution.

What You'll Do14

  • 1Define and own execution of roadmap items for Cash Management capabilities
  • 2Lead product discovery and solutioning in partnership with advisors service teams and technology
  • 3Translate business needs into clear product requirements and user stories
  • 4Collaborate with Agile delivery teams to ensure timely high-quality execution
  • 5Partner with Service and Operations to ensure readiness and support for new capabilities
  • 6Communicate product strategy progress and outcomes to stakeholders across the organization
  • 7Ensure alignment with compliance risk and regulatory requirements
  • 8Drive innovation pipeline by validating and moving new ideas into development
  • 9Own feature delivery with minimal delays or scope changes
  • 10Reduce manual interventions and service tickets related to cash movement
  • 11Achieve low defect rates through rigorous incremental testing and production validation
  • 12Accelerate time-to-market by improving cycle time from ideation to release
  • 13Foster cross-functional alignment with positive stakeholder feedback
  • 14Maintain compliance readiness during regulatory integration

Requirements11

  • 1Bachelor’s degree in Business Finance Technology or related field
  • 2Minimum 9 years product management experience in Financial Services or FinTech specifically Retirement and Payments
  • 3Strong SDLC and technical background including SQL CI/CD UX design AWS and Cloud
  • 4Deep expertise in payments banking risk compliance
  • 5Proven Agile leadership influencing cross-functional teams
  • 6Core competencies in communication stakeholder management and problem-solving
  • 7Familiarity with advisor workflows service operations and compliance frameworks
  • 8Ability to translate complex business needs into scalable product solutions
  • 9Strong analytical skills and data-driven decision making
  • 10Experience with Wealth platforms CRM account onboarding solutions advisor portals financial integrations
  • 11Experience with Broker Dealer or Large Retail bank systems

Salary Insight

Salary not disclosed in listing

Location

Typeonsite
LocationCharlotte, North Carolina

Required Skills

Product ManagementPaymentsACHFedNowZelleDebitSQLCI/CDUX DesignAWSCloud
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