VP II, Advisor AI Solutions - Product Management
At a glance
AI generatedTL;DR
As Vice President II of Advisor AI Business Solutions at LPL Financial, you will lead the product strategy and execution for advisor-facing AI solutions, transforming emerging technology into practical, compliant capabilities that enhance advisor productivity and client outcomes. This senior role within the AI Business Solutions team involves shaping how AI is built, bought, governed, and adopted across the advisor ecosystem, requiring expertise in regulated environments and strong collaboration with technology, risk, and field teams. Key responsibilities include defining product roadmaps, making build-vs-buy decisions, leading third-party evaluations, designing secure integrations, executing pilots, driving adoption, and ensuring compliance readiness. Ideal candidates have extensive experience in enterprise product management, particularly with AI or automation products, and a background in financial services or wealth management is preferred.
Skills
What you'll do
- Define product strategy and roadmap for advisor-facing AI products.
- Own build, buy, or rent decisions for AI capabilities across LPL’s ecosystem.
- Lead third-party AI evaluation and sanctioned access pathways in compliance with regulations.
- Design secure integration models for advisor-built AI tools within enterprise platforms.
- Drive adoption and value realization through phased enterprise rollouts and continuous feedback.
What we're looking for
- Bachelor’s or master’s degree in a relevant field.
- Ten or more years of product management experience with AI products.
- Proven ability to scale products from pilot to enterprise adoption.
- Three or more years leading build-vs-buy evaluations and managing third-party vendors.
- Strong financial acumen, including business case development and ROI tracking.
- Knowledge of responsible AI practices in regulated environments.
Employer
About LPL Financial
LPL Financial is the largest independent broker-dealer in the United States, providing brokerage and investment advisory services to independent financial advisors and financial institutions. Industry: Financial Services & Wealth Management
LPL Financial currently has 24 open roles on FindRole.
Listed pay typically runs $123,857–$206,360 across 24 roles with salary data.
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