VP, AI Technical Strategy & Integration

LPL Financial Holdings, Inc. • $163K — $273K *
Fort Mill, SC 29708In-Person
Finance & Insurance
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 15+ years in leadership roles focused on technology strategy and complex initiatives.
  • Proven track record coordinating large-scale technology projects across multiple teams and functions.
  • Skilled in developing integrated roadmaps, milestone tracking, and decision frameworks.
  • Experience with matrixed organizations, driving accountability without direct authority.
  • Strong technology fluency for effective collaboration with engineering and product stakeholders.

Responsibilities

  • Own and manage the multi-year technical delivery roadmap linking strategic goals to execution.
  • Translate product priorities into a clear technical delivery plan with defined responsibilities.
  • Maintain visibility of delivery status, risks, and milestones across involved teams.
  • Identify and resolve cross-functional dependencies and sequence conflicts effectively.
  • Coordinate technical delivery within a hub-and-spoke model involving various organizational layers.
  • Align annual strategies and objectives with planning and production outcomes.
  • Manage operating processes for consistent cross-workstream integration and visibility.

Benefits

  • 401K matching to build your retirement savings.
  • Comprehensive health benefits for you and your family.
  • Employee stock options to share in the company's success.
  • Paid time off to support work-life balance.
  • Volunteer time off for community engagement opportunities.
Full Job Description
Job Overview:

The VP, AI Technical Strategy & Integration is a senior individual contributor responsible for the end-to-end technical delivery coordination of Cyan, LPL Financial's evolving advisor AI experience. This role serves as the connective point across product, engineering, data, architecture, platform, security, risk, governance, and business teams to translate strategy into an integrated technical delivery plan, drive alignment across workstreams, and create accountability from roadmap through production. The position provides technical delivery leadership for a complex, multi-year AI initiative while enabling scalable execution, governance, and operational readiness across a growing ecosystem of AI-powered capabilities.

Responsibilities:
  • Own and maintain the integrated multi-year Cyan technical delivery roadmap, linking strategic objectives to capabilities, milestones, releases, dependencies, and measurable outcomes.
  • Translate product priorities into a sequenced technical delivery plan with defined ownership, commitments, decision points, and release targets.
  • Maintain a unified view of technical delivery status, risks, dependencies, milestones, and decisions across Cyan and dependent organizations.
  • Drive identification, escalation, and resolution of cross-functional dependencies, ownership gaps, and sequencing conflicts.
  • Coordinate technical delivery across a hub-and-spoke operating model spanning AI platforms, shared services, product teams, and enterprise functions.
  • Align annual strategy, roadmaps, and objectives with PI planning, sprint execution, integration milestones, release plans, and production outcomes.
  • Establish and manage an operating cadence for cross-workstream integration, executive visibility, milestone readiness, and decision management.
  • Coordinate pilot, launch, and scale readiness activities across testing, environments, data, observability, security, support, governance, and operational controls.
  • Ensure prototypes and experiments are transitioned into production delivery plans with clear paths for governance, supportability, scalability, and reuse.
  • Develop executive communications that provide concise visibility into progress, risks, dependencies, tradeoffs, decisions, and outcomes.
  • Facilitate decision-making by presenting options, impacts, recommendations, and maintaining decision records across organizational boundaries.
  • Partner with enterprise planning, technical delivery, and governance stakeholders to align Cyan execution with broader organizational priorities.
  • Continuously evolve delivery frameworks, onboarding new workstreams and capabilities while maintaining execution speed and accountability.


What Are We Looking For?

We are seeking a strategic and collaborative leader who can navigate complexity, align diverse stakeholders, and drive execution across organizational boundaries. The ideal candidate demonstrates the ability to pursue greatness, act with integrity, remain driven to help our clients succeed, win together through partnership and accountability, and create and share joy while supporting innovation, delivery excellence, and sustainable business outcomes.

Requirements:
  • 15+ years of progressive leadership experience in product technology, technology strategy, enterprise transformation, complex initiative leadership, or technical delivery.
  • Demonstrated success coordinating large, multi-year technology initiatives involving multiple product, engineering, platform, data, risk, and business organizations.
  • Experience building and maintaining integrated roadmaps, milestones, dependency plans, decision frameworks, release plans, OKRs, and executive reporting.
  • Experience operating within large, matrixed organizations and driving accountability without direct reporting authority.
  • Strong technology fluency with the ability to collaborate effectively with engineering, architecture, product, and risk stakeholders.


Preferences:
  • Experience connecting Agile and scaled planning practices to business outcomes, technical delivery predictability, and production readiness.
  • Experience providing executive-level communication, facilitation, stakeholder management, and decision support for complex technology initiatives.
  • Experience with enterprise AI, agentic AI, data platforms, cloud technologies, digital product development, or other emerging technology initiatives.
  • Experience within financial services or other highly regulated industries requiring coordination with security, risk, compliance, and governance organizations.
  • Experience leading product or technology transformation initiatives across globally distributed teams and complex organizational environments.


Pay Range:
$163,900.00 - $273,100.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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Finance & Insurance
* Ladders Estimates

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