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Product Manager, Planning Services Platform

Location: California; San Diego, California

Job ID: R-024369



LPL is an entrepreneurial, transformative financial services company, driving growth and exciting possibilities for our clients, their customers, and our own people. This is where you can dream up new ideas for financial services, deliver solutions on modern platforms, and leverage digital-first technologies – all as we become a cloud-based technology organization. Join us and discover everything you can touch with the nation’s largest independent broker-dealer firm and a Fortune 500 company.

  • Full Time
  • Level: Mid

Success Profile

What makes a good Tech Professional at LPL Financial? Check out the traits we’re looking for to see if you have the right mix.

  • Communicator
  • Proactive
  • Self-starter
  • Collaborative
  • Curious
  • Team player

Hear From Our Tech Team

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Hear From Our Tech Team

We are as obsessed with our employee experience as we are passionate about the success of our customers and work hard to ensure an inclusive and entrepreneurial environment where our people can innovate and thrive.


SVP, Technology

Hear From Our Tech Team

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Hear From Our Tech Team

We’re a Fortune 500 company that is also the largest independent broker dealer in the country. With LPL, you have the opportunity to join the organization at the beginning of our technology transformation journey to a cloud-based organization.


Distinguished Architect

Hear From Our Tech Team

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Hear From Our Tech Team

LPL is a growing company with a healthy balance sheet that is heavily investing in its technology. Our company culture is collaborative, humble and supportive, and our entrepreneurial spirit helps drive us toward innovative solutions that exceed the expectations of our customers.


SVP, Product Platform Development

Hear From Our Tech Team

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Hear From Our Tech Team

Technology is best when it brings people together. LPL takes care of our employees because we know the best talent, when encouraged to be creative, produce real solutions that deliver the highest value to our advisors and their investors. Your voice matters.


SVP, Planning and Portfolio Management

Our Culture

Collaborative. Welcoming. Entrepreneurial. Mission-driven.

We’ve created an amazing environment at LPL, but we’re not done yet. Join us on an exciting transformation as we embrace our inner-fintech and define the future of wealth management technology.

Learn more
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  • Maternity & Paternity Leave

  • 401(k) & ESPP

  • Professional Development

  • Flexibility

  • Health & Wellness Programs

  • Agile Environment and Collaboration

Job Description



Job ID R-024369 Date posted 11/02/2022

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.

Job Overview:

LPL’s Planning Services team is hiring a product manager to drive development of applications that will comprise the operating system for our new B2B2C outsourced financial planning service. In this role you will be the critical bridge between vision and execution, operations and product. You will work closely with senior leaders to refine a strategy, then bring that strategy to life with your team, including a technical product owner, design, and engineering. 

Your team will help translate your designs and features into a groomed backlog, but it will be up to you to drive user research, define the product details, and determine prioritization.

LPL’s Paraplanning service helps advisors offer holistic financial planning to more clients. By looking at the entirety of an individual’s life and finances, an advisor can help them prioritize competing goals, know if they’re on track, and develop a clear action plan to move forward. When done well, advisors can help clients at any income level make sure they’re spending their money and time in accordance with their values. Many describe the experience of working with an advisor on a holistic financial plan as akin to having a financial therapist, a coach, and a family office manager who helps bring order and clarity to their finances.

Over the past ten years, this type of holistic planning has grown in popularity, serving as the backbone of some advisors’ practices. But, putting together a proper comprehensive plan can take an advisor anywhere from 5 to 10 hours. And, every advisor has a different definition of what this kind of plan should cover.

LPL’s Paraplanning service gives advisors on LPL’s platform access to a team of financial planners to whom they can hand off much of the work. Our team of planners then handle all the data entry, analysis, and plan prep for them. Advisors who use our service are able to treat our team of financial planners as an extension of their own office, saving them time and in many cases improving the quality of financial plan they’re able to deliver, without having to hire and train in-house staff.

But, in order to deliver outsized value to advisors, we must offer more than simply outsourced staffing. As a product manager on our team, you will help define what the experience of our service should look like for advisors and our internal team of financial planners. You will need to take a barebones experience and broad vision and translate those into product strategy and roadmap. This role can be remote, with the expectation that you will be able to join periodic (roughly once a month) in-person meetings at one of LPL’s Campuses in San Diego, Austin, or Fort Mill (SC).


  • Become the subject matter expert on our users, and their needs and desires, through customer interviews, product analytics, user feedback sessions, and insight from sales and customer success
  • Stay abreast of trends and competitors in financial planning space through market research and competitor walkthroughs
  • Take an agile approach to defining new product experiences by partnering with vendors and LPL technology including defining wireframes and functional specs to create clear and actionable roadmap and backlog
  • Define and continually refine key attributes of existing and new offerings including the product pricing, business case, economics, operational model 
  • 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 track the success of products and features and inform future iteration
  • Understand the business strategy and product vision clearly enough that you can pitch it and identify the key problems you’re focused on solving over the next 3 and 6 months
  • Become a subject matter expert on your users’ (advisors and investors) needs with respect to financial planning, and deeply curious about the competition
  • Take ownership of an existing backlog and work closely with your design, technical PM, and dev lead to shape it into a focused, prioritized roadmap
  • Develop a working knowledge of who our direct competitors and relevant analogs are in the field of financial planning tech & services
  • Assess our existing product portfolio and roadmaps
  • Build relationships with your team and broader organization


  • 2+ years of experience building digital products or technology-enabled services
  • Previous experience working with technical product teams to develop product strategies.
  • 2+ years of professional technology or business experience within product management, product design, or project management roles.
  • Major bonus points if you’ve previously built software for a services business or have experience in service design.


  • Prior experience in personal finance
  • CFP (Certified Financial Planner) designation
  • SAFE (Scaled Agile for Enterprise), or CPM (Certified Project Manager) credential


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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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.


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