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VP, Advisor AI Workspace at LPL Financial - ApplyBlast

VP, Advisor AI Workspace

LPL Financial

4 months ago

3.5 on Glassdoor

Charlotte, North Carolina

Hybrid

Full Time

Senior

1 applicant

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About this role

A Vice President leading the strategy and enterprise adoption of LPL's AI-driven advisor operating system. This role manages the full product lifecycle for secure, compliant digital agents that assist financial advisors through conversational experiences. The leader partners with technology and risk teams to ensure the platform drives productivity while evolving alongside AI advancements.

Responsibilities

Define and execute product vision for advisor workflows
Lead development of the agent operating system
Establish decision frameworks for agent interactions
Oversee creation and governance of advisor experiences
Drive enterprise rollout and commercialization strategies

Skills

Qualifications

Bachelor's Degree in BusinessMaster's Degree in Computer ScienceRelated Field Degree8+ Years in Product ManagementExperience with AI Products

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.