Sr. Product Analyst – AI Administrator

Job Overview:

The AI Administrator evaluates the ongoing performance of AI-powered tools. As part of this, the AI Administrator identifies improvements needed to enhance AI tools and works with Product Managers and Business Owners to outline requirements and a plan for the work so it can be prioritized. The AI Administrator works with the product, technology, and subject matter experts from the business to ensure the successful release of the new functionality and supports communication across the organization.

Responsibilities:

• Represent Product and Technology while engaging with vendors and LPL stakeholders. Partner with Product Managers to drive improvements through each phase of the Product Management Lifecycle.

• Participate in project planning, sprint planning, demos, releases, and other Scrum-related meetings.

• Organize, communicate, & execute plans to deliver improved user experiences with our AI-powered tools. Regular monitoring, tuning, and troubleshooting of AI-powered tools to ensure optimal performance. Outline acceptance criteria and business value for features and/or user stories when support is required from technology developers.

• Keep up-to-date with the latest trends and research in AI, machine learning, and natural language processing (NLP).

• Proactively identify new tools, techniques, and strategies to enhance AI capabilities within the organization.

• Apply your problem-solving abilities and critical thinking skills to address challenges related to AI implementation and optimization.

• Work closely with product managers, data analysts, technology developers, quality engineers, and other stakeholders to optimize AI performance within our SaaS products.

• Search Engine Optimization & Performance:

• Proven track record improving and optimizing generative AI performance for search engines, including fine-tuning models for more accurate and relevant search results.

• Experience evaluating and enhancing search relevance by leveraging AI models with traditional search techniques (e.g., keyword-based, semantic search, etc.)

• Experience with Chatbots:

• Proven track record optimizing AI-powered chatbots, including enhancing conversational flows, automating tasks for operation efficiency, and improving user experience.

• Experience evaluating and enhancing chatbot performance using metrics like response relevance, engagement, and satisfaction.

• Strong skills in identifying bottlenecks in AI-powered workflows and finding innovative solutions to optimize them.

Requirements:

• A degree in Computer Science Data Science, or a related field (or equivalent experience).

• 1 year of Generative AI tools and methodologies, including models like GPT, BERT, and other transformer-based models.

• 1 plus years experience Microsoft excel proficiency

Core Competencies:

• A track record of innovative thinking and problem solving. Demonstrated ability to work independently and collaboratively with all levels of staff and management across multiple partner teams.

• Ability to evaluate and optimize AI-powered tools for high-quality outputs and performance.

• Ability to effectively respond to dynamically changing work environments and to positively influence business outcomes.

• Strong analytical skills with the ability to collect, organize, analyze information with attention to detail and accuracy.

• Team-oriented individual with the ability to quickly assimilate and apply new concepts, possess flexible attitude, and manage ambiguity.

• Ability to work across functional teams to drive outcomes without having direct authority. Become a trusted business partner and user advocate to get things done with high responsiveness.

• Serve as one of the recognized subject matter experts of AI-powered tools within multiple platforms supported by this team.

Preferences:

• 2+ years financial industry experience.

• Certifications or training in AI, machine learning, or NLP.

• Strong understanding of Large Language Models (LLMs) and their applications in financial industry scenarios.

• Hands-on experience with Retrieval-Augmented Generation (RAG) techniques for combining generative and retrieval-based approaches in AI systems.

• Familiarity with Sentiment Analysis techniques to assess and interpret user inputs.

 

Pay Range:

$91,575-$152,625/year
 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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