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Product Manager, Planning Services Strategy

LPL Financial

LPL Financial

San Diego, CA, USA
Posted on Thursday, July 13, 2023

Are you someone who enjoys identifying user problems, and designing solutions to them? Do you pride yourself on bringing clarity to complex situations and seeing things through to completion? Do you love digging into an experience with design and engineering and tying it all back up to strategy? Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Paraplanning Services is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.

Role Overview

LPL’s Planning & Advice Services product management team is hiring a product manager to drive experimentation with new service offerings, industry and user research, and help define best practices for financial planning within our team. In this role you will be the critical bridge between product craft and service expertise. You will define requirements based on user insight and business needs and work closely with a technical product owner, design, engineering, and service delivery teams composed of topical experts on financial planning.

Our team offers LPL advisors one subscription to access any resource they may need to ramp up financial planning, from outsourcing financial plan creation so they can focus on client-facing work, access to of specialists in areas like tax, investment analysis, and estate planning for high net worth clients, or even 1:1 coaching on how to optimize their financial planning practice to suit their goals. The right candidate will bring knowledge of financial planning, a strong desire to grow in the product management craft, and a willingness to run .


  • Understand customers' needs and desires through customer interviews, compiling feedback from our sales and client success teams to inform our roadmap

  • Keep our team abreast of competitor activity with market research and competitor teardowns

  • Continue to ensure success of existing products by partnering with product delivery teams to regularly review best practices

  • Take a data-based approach to enhance existing services and/or build new service offerings by partnering with vendors, service delivery, and LPL technology including defining wireframes, functional specifications and operational flowcharts.

  • Define and continually refine key attributes of existing and new offerings including the product pricing, business case, economics, operational model

  • Sourcing latest technologies and maintain professional and technical knowledge by attending conference; establishing personal networks; and participating in professional societies.

  • Define mid and longer term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.

  • Develop metrics to assess the success of products and features and determine necessary enhancements

What does your success look like in the first 90 days

  • Understand the product vision

  • Become a subject matter expert on our users’ (advisors and investors) needs with respect to financial planning,

  • Understand our current competition, both direct and indirect

  • Take ownership of a research & experimentation roadmap and work closely with your design, technical PM, and dev lead to shape it

  • Assess our existing product portfolio and roadmaps

  • Build relationships with your team and broader organization


  • CFP certification

  • 5+ years of overall professional experience within product management or service management roles

  • 2+ years of experience with financial planning


  • Previous experience working with product or service teams to develop product strategies

  • Strong relationship and people management skills.

  • Strong communication skills, time and priority management.


Pay Range:


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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 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 (800) 877-7210.