Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience - shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win - clients, LPL, and most importantly, our employees.
If you're ready to lead with intention and discover what's possible, LPL Financial invites you to apply today.
Generate Interest
Help define the next generation of product development at LPL Financial. In this enterprise leadership role, you will turn the promise of AI agents into practical, governed ways of working that help product teams move from customer insight to validated outcomes faster. You will shape the strategy, prove it through real initiatives, and scale the capabilities and operating practices that allow people and agents to work together with clarity and accountability.
Job Overview
As Vice President II, Product Management, Agentic Product Development, you will lead the strategy, roadmap, and adoption of agentic capabilities across the product development lifecycle. Partnering with product, design, engineering, business, and control teams, you will redesign workflows so agents can complete connected tasks, evaluate their work, and bring decisions to the right people. You will ground development in real product initiatives, prove an end-to-end approach, and establish repeatable practices that help teams test ideas, deliver useful changes, and learn from customers faster with less rework and clear decision accountability.
Responsibilities
- Define the enterprise strategy and roadmap for agentic workflows across discovery, research, design, planning, development, testing, release, and ongoing product improvement.
- Redesign cross-functional workflows by removing unnecessary steps and defining where agents may act independently, collaborate with people, or require human approval.
- Lead the development and integration of capabilities that connect customer evidence, product requirements, designs, code, tests, and production feedback.
- Partner with teams on real product initiatives to test complete workflows, resolve failures, and establish scalable approaches other teams can adopt.
- Evaluate internal and third-party capabilities and make build-versus-buy recommendations based on effectiveness, integration requirements, security, and cost.
- Establish evaluation, permission, and review requirements with engineering and control partners so agent actions are testable, traceable, and recoverable.
- Lead product managers and accelerate adoption through practical training, team feedback, and changes to day-to-day working practices.
- Measure time from idea to validated learning and release, along with quality, review effort, rework, adoption, and cost.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- 10 or more years of relevant experience in product management or product development leadership.
- Experience improving how cross-functional teams discover, build, release, and operate products, with measurable results.
- Experience implementing AI agents or automation in working processes and improving those capabilities after launch.
- Experience with of customer research, experimentation, software delivery, and the tools that connect these activities.
- Experience leading teams, driving adoption, and resolving competing priorities across product, design, engineering, business, and control functions.
Core Competencies
- Enterprise product strategy and roadmap leadership
- Agent autonomy, evaluation, human review, and technical tradeoff judgment
- Cross-functional influence, change leadership, and adoption
Preferences
- Experience in financial services or another regulated industry.
- Experience making build-versus-buy decisions for AI, automation, or product-development platforms.
- Experience establishing governance for agent permissions, traceability, recovery, and human approval.
Pay Range:
$156,354.00 - $260,590.00Actual 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
- 10 or more years of relevant experience in product management or product development leadership
- Experience improving how cross-functional teams discover, build, release, and operate products, with measurable results
- Experience implementing AI agents or automation in working processes and improving those capabilities after launch
- Experience with customer research, experimentation, software delivery, and tools connecting these activities
- Experience leading teams, driving adoption, and resolving competing priorities across product, design, engineering, business, and control functions
- Experience in financial services or another regulated industry
- Experience making build-versus-buy decisions for AI, automation, or product-development platforms
- Experience establishing governance for agent permissions, traceability, recovery, and human approval
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.
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