VP - AI Product Strategy at LPL Financial

At LPL Financial, we are committed to creating an inclusive, collaborative environment where leaders empower teams, foster innovation, and drive meaningful impact for our advisors and clients. As a leader, you will help shape strategy, guide teams, and contribute to a culture grounded in respect, accountability, and continuous learning.

Introduction

LPL Financial is seeking a forward-thinking Vice President of AI Product Strategy to help shape the future of artificial intelligence–driven solutions across our organization. This role offers the opportunity to influence how AI enhances financial advisory platforms, client experiences, and operational processes, while supporting responsible and thoughtful innovation.

Job Overview

The VP – AI Product Strategy will guide the development and execution of a cohesive AI product strategy aligned with organizational goals. This individual will collaborate across product, engineering, data science, and business teams to translate business needs into scalable AI solutions. The role focuses on delivering value through thoughtful planning, cross-functional partnership, and continuous improvement throughout the product lifecycle.

Responsibilities

Establish and communicate an AI product strategy aligned with business priorities and growth objectives
Conduct market research, evaluate industry trends, and identify opportunities for AI within financial services
Translate business needs and user insights into clear product requirements and roadmaps
Partner with cross-functional teams to support the full product lifecycle, from concept through launch and ongoing enhancements
Promote responsible AI practices, including ethical considerations, governance, and transparency
Define and track key metrics to assess product performance and impact
Share product strategy, updates, and outcomes with leadership and stakeholders
Stay informed on developments in AI, machine learning, and related technologies, and assess their relevance to the organization
Support and guide teams in AI product practices, encouraging collaboration and knowledge sharing

Required Qualifications

Bachelor’s degree in Computer Science, Engineering, Business, or a related field
Experience in product management, product strategy, or related roles, including experience with AI or machine learning products
Experience contributing to the development and launch of technology-driven products in a complex organizational environment
Understanding of AI/ML concepts such as natural language processing, predictive analytics, computer vision, or generative AI
Ability to communicate technical concepts in a way that connects to business value
Experience working with data, including awareness of governance and privacy considerations

Preferred Qualifications

Advanced degree (e.g., Master’s or MBA)
Experience within financial services, wealth management, or financial advisory platforms
Experience working in agile or iterative product development environments

Core Competencies

Strategic thinking and problem-solving
Collaboration across diverse teams and functions
Clear communication and stakeholder engagement
Adaptability in a dynamic, evolving environment
Commitment to responsible, inclusive innovation

Pay Range:

$145,436.00 - $242,359.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

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.

Information on Interviews:

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

VP - AI Product Strategy

Job Description