Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Vice President, Product and Tech AI Solutions Product Manager will lead the modernization of LPL’s Product Development Lifecycle (PDLC) and Software Development Lifecycle (SDLC) through practical AI-enabled workflows with humans in control.
Reporting to the Senior Vice President of AI Business Solutions, this product leader will deliver a clear roadmap and adoption plan across product management, engineering, DevOps, architecture, quality engineering, security, and governance. The role focuses on accelerating value velocity by empowering product managers, reducing late-cycle churn, shortening review queues, improving developer experience, and increasing release stability.
This leader will partner closely with the Technology teams that build and operate platforms and tools and will be accountable for measurable improvements in cycle time, rework, review turnaround time, production stability, and incident prevention.
This is a hybrid role that requires the candidate to be onsite in either our Fort Mill SC, NYC, or Austin TX hub at least 3 days a week.
Responsibilities:
- Modernization Roadmap: Own a roadmap that improves speed, quality, and predictability across discovery, build, test, release, and learning. Translate priorities into sequenced pilots, lightweight standards, and tooling requirements that engineering teams can implement and run.
- AI-Assisted Workflows With Human Review: Introduce AI where it removes drafting and synthesis work, then require human review and edits before outputs become decisions or artifacts. Examples include turning discovery notes into a first PRD draft, proposing acceptance criteria from a user journey, drafting architecture decision templates, summarizing a service’s behavior from code and runbooks, drafting unit tests that engineers validate, and drafting release notes that an accountable owner approves.
- Requirements and Artifact Quality: Standardize a small set of lightweight artifacts and quality checks that reduce late-cycle churn. Focus on common causes of rework: unclear problem statements, missing edge cases, missing data handling constraints, and acceptance criteria that cannot be tested.
- Decision and Review Throughput: Partner with architecture, security, and compliance teams to reduce time spent in review queues. Improve review speed by tightening inputs, capturing context up front, and using consistent templates.
- Developer Experience Improvements: Partner with DevOps and platform teams to reduce friction in the build and release process. Focus on faster local setup, fewer manual steps to ensure safe shipping, clearer service ownership, and documentation engineers can trust during an outage.
- Release Readiness and Change Control: Improve how teams prepare releases so work is not left to the end. Align with DevOps, QE, and governance partners on what must be true before a release is approved, and ensure teams can produce that evidence as they build.
- Code and System Documentation: Improve code and system understanding by keeping service documentation current and tied to repositories and runtime behavior.
- Measurement and Instrumentation: Partner with Technology and Business Reporting and Analytics to establish baselines and targets for lead time, cycle time, review turnaround, defect escape, change failure rate, production incident rate, mean time to restore, rework, and onboarding time.
- Pilot to Scale: Run fast-cycle pilots that show results within weeks. Define success criteria up front, publish results, scale successful patterns through engineering partners, and shut down pilots that add work without improving delivery.
- Tooling and Vendor Alignment: Define requirements for tooling based on workflow needs, auditability, access controls, and integration with existing platforms. Partner with procurement and risk teams to evaluate vendors and prevent shadow tooling or data handling issues.
- Cross-Functional Operating Rhythm: Establish a regular cadence with product, engineering, DevOps, security, compliance, and risk leaders to surface what is slowing delivery, make decisions, and track adoption.
What are we looking for?
- Product Management Excellence: Proven ability to define product vision, build roadmaps, prioritize backlogs, and drive adoption for internal products and workflows.
- Delivery Systems Expertise: Deep understanding of PDLC and SDLC failure modes in real organizations, including how unclear intent, slow reviews, and weak artifacts create churn.
- Developer Experience and Reliability: Ability to prioritize improvements that reduce toil, improve release confidence, and prevent recurring incidents.
- AI Workflow Design: Experience introducing AI drafting and analysis while maintaining human ownership, review, and auditability.
- Measurement Discipline: Comfort establishing baselines, running pilots with clear criteria, and measuring impact across speed, quality, and stability.
- Technical Fluency: Ability to work effectively with engineering on integration patterns, access controls, observability, and automation without acting as the engineering owner.
- Governance Partnership: Ability to work with security, compliance, and risk teams in a regulated environment and improve review speed through better inputs and clearer evidence.
- Change Leadership: Track record driving adoption across teams through training, communications, and continuous feedback.
- Communication: Clear communication that surfaces tradeoffs, progress, risks, and decisions.
Requirements:
- Bachelor’s degree in Business, Engineering, Computer Science, Information Systems, or a related field. Advanced degree is a plus
- 8 or more years of experience in product management, engineering, delivery, or adjacent roles, with a track record improving delivery outcomes in complex organizations
- 5 or more years leading cross-functional initiatives that changed how teams build and ship software
- Experience introducing workflow tooling or standards that reduced cycle time, reduced rework, improved release confidence, or improved reliability
- Proven experience operating in regulated environments with security, compliance, and audit expectations
Preferences:
- Financial services experience, especially in highly regulated technology and operations environments
- Experience with developer productivity tooling, DevOps practices, quality engineering, and release management
- Experience applying AI to delivery workflows, including requirements drafting, code understanding, test drafting, release documentation, or incident learning.
- Experience partnering with platform engineering, SRE, and enterprise architecture teams.
Pay Range:
$135,960.00 - $226,600.00Actual 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
Skills Required
- Bachelor's degree in Business, Engineering, Computer Science, Information Systems, or related field
- 8 or more years of experience in product management, engineering, delivery, or adjacent roles
- 5 or more years leading cross-functional initiatives that changed how teams build and ship software
- Experience introducing workflow tooling or standards that reduced cycle time and rework
- Proven experience operating in regulated environments with security, compliance, and audit expectations
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
