VP, Product Management (Financial Planning Technology)

Location: Fort Mill/Charlotte, United States; other location: New York

Pay range: $135,960.00–$226,600.00 base salary annually

Company

hirify.global is a U.S. wealth management firm supporting more than 32,000 financial advisors and approximately 1,100 financial institutions with advisor affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Define product strategy and roadmaps for financial planning technology, aligning advisor and client needs with business priorities and measurable outcomes.
• Lead, coach, and develop a product team by setting goals, accountability, priorities, and development opportunities.
• Lead discovery through advisor interviews, workflow analysis, user feedback, competitive research, and data analysis; translate findings into business cases, requirements, user stories, and acceptance criteria.
• Own and prioritize the product backlog, balancing business value, user experience, technical complexity, risk, and dependencies in a SAFe Agile delivery environment.
• Guide integrations between financial planning platforms, advisor workflows, and related systems; lead testing, business validation, user acceptance testing, launch readiness, and adoption efforts.
• Partner with Financial Planning, Technology, Design, Compliance, Sourcing, Marketing, Training, Service, Risk, Legal, Information Security, and Operations on product delivery, vendors, requirements, communications, and continuous improvement.

Requirements

• 7–10 years of experience in financial planning, financial planning technology, or closely related wealth management roles, with a strong understanding of advisor planning workflows and client needs.
• 5+ years of experience using, implementing, integrating, or managing financial planning platforms such as eMoney, MoneyGuide, or RightCapital.
• 7–10 years of product management experience spanning strategy, discovery, roadmap development, prioritization, requirements, testing, and go-to-market execution.
• 7–10 years of experience working in Agile delivery environments, including familiarity with Scaled Agile Framework (SAFe) practices and cross-functional delivery.
• 5+ years of experience directly managing and developing employees, setting priorities, providing feedback, and supporting professional growth.
• Ability to understand financial planning concepts, advisor workflows, platform capabilities, industry developments, and integration needs.
• Ability to connect business objectives and user needs to roadmaps, actionable priorities, and measurable results.
• Strong discovery, customer focus, communication, ownership, judgment, cross-functional collaboration, and growth mindset.

Nice to have

• Experience in a broker-dealer, registered investment advisor, wealth management firm, or financial planning technology provider.
• Experience connecting financial planning software with account aggregation, client relationship management, advisor platforms, or client-facing experiences.
• CFP certification or comparable financial planning education.
• MBA or another relevant master’s degree.
• SAFe or another relevant Agile or product management certification.

Culture & Benefits

• Full-time employment with a focus on integrity, creativity, continuous improvement, collaboration, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to lead and develop product professionals while collaborating across business and technology functions.

Hiring process

• LPL communicates directly with applicants only from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants will not be asked for payment or bank or credit card information.