Vice President, Retirement Product Strategy & Development

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. 

The Retirement Partners team within LPL’s Wealth Management Solutions (WMS) group is building a market-leading retirement ecosystem that connects workplace retirement, individual retirement, and wealth management. The team is responsible for the strategy, development, commercialization, and ongoing evolution of retirement products and platforms—including product roadmaps, pricing, advisor experiences, and go-to-market execution. Our objective is to make retirement a powerful engine for advisor growth and better client outcomes by creating a seamless path from Plan → Account → Wealth.

The Vice President, Retirement Product Strategy & Development is a senior product leadership role with general management responsibility for Retirement Partners’ product team and accountability for the retirement product and platform portfolio. This leader will shape and execute the product vision, own integrated development roadmaps, and translate enterprise strategy into scalable capabilities that materially improve the advisor and client experience.

Working across Technology, Operations, Research, Legal, Product Risk, Finance, Comprehensive Advice, Marketing & Communications, Sales, and other Wealth Management teams, the VP will lead complex initiatives from opportunity identification and business case development through design, launch, commercialization, adoption, and ongoing optimization. The role requires a leader who can combine deep retirement expertise, product-management discipline, commercial judgment, and strong cross-functional influence to deliver measurable business outcomes.

This role will lead and/or materially advance priorities that strengthen LPL’s integrated retirement and wealth proposition, including:

• Launching solutions that provide advisors access to active workplace retirement accounts and held-away retirement assets.
• Developing and commercializing pooled and multiple-employer solutions, including PEP/MEP/MEAP capabilities, to accelerate net-new plan growth.
• Expanding the Small Business Owner retirement and workplace-benefits suite, including NQDC and Cash Balance Plan capabilities.
• Delivering a competitive, fully custodied retail retirement suite across SEP, SIMPLE, and Solo 401(k) products.
• Modernizing retirement experiences, data, workflows, and platform capabilities to reduce advisor friction and improve scalability.
• Optimizing the retirement-to-wealth flywheel through stronger rollover, retention, participant advice, and cross-sell capabilities.
• Building disciplined go-to-market strategies for new product launches that drive advisor awareness, adoption, and measurable commercial impact.

We want strong collaborators who can deliver a world-class customer service experience for LPL’s Financial Professionals. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

• Bachelor’s degree and a minimum of 10 years of relevant financial-services experience, with significant experience in retirement, product management, product development, institutional accounts, or related businesses.
• Deep knowledge of retirement products, workplace and individual retirement markets, institutional accounts, and the regulatory environment.
• Demonstrated success developing and launching complex financial products, platforms, or digital capabilities from strategy through commercialization.
• Strong strategic and commercial acumen, with the ability to evaluate market opportunities, economics, customer needs, risk, and execution tradeoffs to make sound product decisions.
• Proven ability to lead large, cross-functional initiatives in a highly matrixed organization and drive decisions without relying solely on direct authority.
• Strong understanding of product lifecycle management, roadmap prioritization, agile development, workflow and journey design, and go-to-market execution.
• Exceptional executive communication, storytelling, analytical, and stakeholder-management skills.
• Demonstrated ability to translate advisor and client insights into scalable product solutions and measurable business outcomes.
• Ability to operate independently, navigate ambiguity, manage competing priorities, resolve escalations, and maintain momentum on strategically important initiatives.
• Strong leadership presence with the ability to develop talent, build alignment, and inspire teams around a compelling product vision.

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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 institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

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.

LPL will only communicate with a job applicant directly from an @lplfinancial.com 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 (855) 575-6947.

EAC 5.19.26