Teams at LPL Financial

Leads LPL’s enterprise AI strategy and portfolio execution, translating strategic priorities into funded product and technology roadmaps. Owns competitive intelligence, build-versus-buy decisions, AI pricing and monetization perspectives, deployment operating models, and cross-functional alignment across business, product, technology, risk, and legal. Tracks business outcomes, resolves execution blockers, and provides leadership with reliable portfolio visibility. The role requires strong strategic judgment, operational execution, AI industry fluency, and the ability to accelerate enterprise decision-making.

Leads institutional client success management for a major financial services client. Builds executive relationships, improves client satisfaction and retention, identifies sales-growth opportunities, manages advisor attrition risk, develops business initiatives, and delivers education and conference programs. The role requires strategic leadership, consultative relationship management, financial-services expertise, operational execution, and collaboration with advisors, institutional executives, and internal leadership.

Leads enterprise observability engineering and operations monitoring across hybrid and cloud environments. Oversees monitoring strategy, platform design, operational intake, incident support, governance, access controls, and service operations. Manages and develops the Operations Monitoring team, evaluates monitoring technologies, supports production events, and partners across technology organizations to improve reliability, performance, scalability, and operational efficiency. Requires extensive IT operations leadership, Dynatrace expertise, AWS cloud monitoring, observability, and SRE experience.