LPL Financial

Data & AI Lead

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: Fort Mill • California • New York • United States

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Salary

💰 $119,158 - $198,597 per year

Job Level

Senior

About the role

  • Develop and maintain standardized business case templates for Data & AI initiatives
  • Review and validate value assumptions in partnership with Finance and initiative owners
  • Track expected versus realized outcomes for scaled initiatives
  • Maintain an integrated Data & AI budget view
  • Partner with Finance to track performance against approved budgets
  • Ensure executive materials clearly connect investment decisions to outcomes achieved
  • Build reusable templates for business cases, value tracking, and reporting

Requirements

  • A bachelor’s degree in Business Administration, Finance, Economics, Computer Science, Information Systems or related fields.
  • 2+ years of experience in product management, management consulting, finance, project management or as a Chief of Staff.
  • 3+ years experience with data and analytics, financial management, digital transformation, or technology delivery.
  • 3+ years with JIRA, Confluence, and other agile project management tools.
  • 2+ years experience in financial services or highly regulated industries is strongly preferred.
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • competitive compensation package
Applicant Tracking System Keywords

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

Hard Skills & Tools
business case developmentvalue trackingfinancial managementdata analyticsdigital transformationproject management
Soft Skills
collaborationcommunicationanalytical thinkingproblem-solving