VP II, Advisor AI Solutions – Product Management

LPL Financial

. Define product strategy and roadmap for advisor‑facing AI across prospecting, financial planning, investment management, client servicing, and practice operations.

Posted 5/22/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $169,126 - $281,808 per yearWebsite

About the role

Key responsibilities & impact

Define product strategy and roadmap for advisor‑facing AI across prospecting, financial planning, investment management, client servicing, and practice operations.
Own build, buy, or rent decisions for AI capabilities.
Lead third‑party AI evaluation and sanctioned access.
Define secure integration models for advisor‑built AI.
Design and execute pilots.
Own priority advisor journeys.
Partner closely with Technology.
Ensure governance and compliance readiness.
Drive adoption and value realization.

Requirements

What you’ll need

Bachelor’s or master’s degree in Business, Computer Science, Information Systems, or a related field.
Ten or more years of product management experience, including AI or automation products with measurable business impact.
Demonstrated experience taking products from pilot through enterprise adoption at scale.
Three or more years leading build‑vs‑buy evaluations or managing third‑party vendors in enterprise environments.
Strong financial acumen, including business case development and ROI tracking.

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off
highly competitive total rewards package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

product strategyroadmap developmentAI capabilitiesintegration modelspilot executionbusiness case developmentROI trackingautomation productsenterprise adoptionvendor management

Soft Skills

leadershipcollaborationcommunicationstrategic thinkingfinancial acumen

Certifications

Bachelor's degreeMaster's degree