LPL Financial

AVP, Home Office AI Product Owner

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California • Texas • United States

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Salary

💰 $109,270 - $182,117 per year

Job Level

Lead

About the role

  • Own the end‑to‑end portfolio of AI‑enabled home office workflows, setting strategy and priorities based on volume, cycle time, rework drivers, operational risk, and measurable business impact.
  • Partner with operations and supervision leaders to maintain a focused, outcome‑driven roadmap that delivers meaningful improvements each quarter.
  • Shadow frontline work, review real cases, and map where submissions stall, return, or bounce across queues.
  • Define and enforce intake standards that clearly specify required data, acceptable evidence, decision rules, and known edge cases, ensuring submissions are complete, reviewable, and automation‑ready from the start.
  • Design human‑centered, AI‑assisted workflows that improve the experience for advisors, investors, and home office associates while preserving accountability, explainability, and regulatory defensibility.
  • Collaborate with supervision, risk, legal, and compliance partners to translate policy and regulatory expectations into buildable workflow logic, evidence capture, and governance controls.

Requirements

  • Bachelor’s degree in a related field or equivalent practical experience.
  • 5+ years of experience in product ownership or product management delivering workflow tools, automation, or operational platforms.
  • 5+ years experience shipping changes that reduced manual touches, cycle time, rework, or operational risk.
  • 5+ years experience partnering with engineering teams in an agile environment, including backlog management and iterative delivery.
  • 5+ years strong written and verbal communication skills that translate operational needs into buildable requirements.
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
product ownershipproduct managementworkflow toolsautomationoperational platformsbacklog managementiterative deliverydata analysisevidence capturegovernance controls
Soft Skills
communication skillscollaborationstrategic thinkingproblem-solvinghuman-centered designaccountabilityexplainabilityregulatory complianceoutcome-driven mindsetadaptability
Certifications
Bachelor’s degree