Product Manager, Wealth Planning

Are you a collaborative product professional who thrives at the intersection of service delivery, operations, and relationship coordination? At LPL Financial, we empower financial professionals to deliver exceptional service to their clients. As part of our Wealth Planning services, the Private Client Services Network (PCSN) offers a curated suite of specialized services for high-net-worth clients through trusted third-party providers. These services include investment banking, hedging, and lifestyle solutions such as personal concierge and private healthcare services. We are seeking a motivated and detail-oriented product manager to support and enhance this high-impact business line.

What you’ll do:

As the AVP Product Manager for PCSN, you will support the day-to-day operations and execution of the program, including infrastructure coordination, partner support, reporting, and advisor experience. You will:

· Support the execution of the PCSN product roadmap, ensuring alignment with LPL’s broader wealth management and planning services strategy.

· Coordinate operational processes related to advisor referrals, client onboarding, and compliance workflows in support of our Wealth Planning team.

· Assist in managing partner relationships, including due diligence tracking, contract documentation, and performance monitoring.

· Maintain analytics and reporting tools to help track program performance, advisor engagement, and client satisfaction.

· Collaborate with Legal, Compliance, Risk, and the broader LPL Wealth Planning team to ensure regulatory alignment and a seamless client experience.

· Work closely with subject-matter experts to ensure service delivery aligns with product goals.

· Support internal awareness and engagement efforts by contributing to training, communications, and advisor enablement initiatives.

What are we looking for?

We’re looking for team players who are passionate about delivering a high-quality services experience in wealth management. To thrive in this role, you’ll need to learn quickly, build strong relationships, and roll up your sleeves, using tools at your disposal (like Smartsheet, MS Copilot, Forms, Teams workflows, Cursor, etc) to build processes and reporting that scale. If you’re resourceful, detail-oriented, proactive, and eager to grow in a product role, this is a great opportunity for you.

Requirements:

· 4–6 years of experience in product management, business operations, or program coordination, preferably in financial services or wealth management.

· Exposure to third-party vendor management or contract processes.

· Familiarity with investment banking or structured product concepts is a plus.

· Strong analytical skills and comfort with tools like Excel, Smartsheet, or CRM platforms.

· Understanding of compliance and regulatory considerations in financial services.

· Excellent communication and project management skills.

· Self-starter with a collaborative mindset.

Preferences:

· Experience supporting high-net-worth or ultra-high-net-worth client segments.

· Familiarity with referral-based or concierge service models.

· Bachelor’s degree required; advanced degree or MBA a plus.

 

Pay Range:

$116,600-$194,400/year

 

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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At 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 institution