LPL Financial

VP, Product & Technology AI Solutions Product Manager

LPL Financial$135K — $226K *
Enterprise Technology
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Engineering, Computer Science, or related field; advanced degree preferred.
  • 8+ years experience in product management, engineering, or delivery roles with a proven track record in complex organizations.
  • 5+ years leading initiatives to improve software build and shipping processes.
  • Experience introducing workflow tools or standards that enhance delivery efficiency and quality.
  • Familiarity with regulated environments and understanding of security, compliance, and audit requirements.
  • Proven ability to engage with developers and tech teams to improve integration and documentation practices.
  • Strong communication skills to convey complex concepts and drive team alignment.

Responsibilities

  • Own and improve the modernization roadmap for product and development lifecycles.
  • Lead the introduction of AI-enabled workflows while ensuring human oversight on decision-making.
  • Standardize artifacts and checks to minimize late-cycle churn and enhance clarity in requirements.
  • Reduce delay in review processes by collaborating with various organizational teams to streamline inputs and decisions.
  • Enhance the developer experience by minimizing obstacles in the build and release processes.
  • Ensure readiness for product releases by aligning cross-functional teams on quality and compliance criteria.
  • Maintain thorough documentation of code and systems to enhance overall understanding and reliability.

Benefits

  • 401K matching to support financial planning.
  • Health benefits for overall wellness and medical needs.
  • Employee stock options for long-term investment potential.
  • Paid time off and volunteer time to support work-life balance and community engagement.
  • Commitment to workplace equality and diversity.
Full Job Description
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 - $226,600.00
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

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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