AVP, AI Advisor Workspace Lead (Cyan Experience)

LPL Financial; Charlotte (NC); Hybrid; USD 109,000 - 181,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an AVP to lead Cyan Experience & Advisor AI Workspace, guiding product strategy, roadmap, adoption, and end-to-end user experience for Cyan. This role partners with Product, Engineering, Design, Operations, and business stakeholders to deliver a cohesive advisor experience and drive AI adoption across the platform.

The ideal candidate has 7+ years in product management, excels at cross-functional leadership, and can translate customer needs into prioritized product work

Qualifications

• 7+ years of Product Management experience supporting customer-facing products, digital experiences, or enterprise applications.
• Experience owning product strategy, roadmap, delivery, and adoption metrics.
• Experience translating customer and business needs into product priorities.
• Experience leading cross-functional initiatives across Product, Engineering, Design, and Operations teams.

Responsibilities

• Own the Cyan product strategy, roadmap, priorities, and success measures.
• Define advisor journeys, user experience requirements, and product capabilities that improve advisor productivity and client outcomes.
• Partner with domain product teams to onboard and integrate new AI capabilities into Cyan.
• Lead roadmap planning, backlog prioritization, dependency management, and release readiness activities.
• Synthesize advisor feedback, usage analytics, and pilot results to inform product decisions, roadmap priorities, and investment opportunities.
• Partner with Engineering, Product, and AI Hub teams to influence platform capabilities that improve advisor outcomes, performance, reliability, scalability, and adoption.
• Define, measure, and optimize adoption, engagement, satisfaction, and business value delivered through Cyan.
• Drive alignment and communication across Product, Engineering, Operations, Advisor Success, and business stakeholders to support successful delivery, adoption, and ongoing evolution of the Cyan experience.

Skills

Product Management

Roadmap Ownership

Cross-functional Leadership

Adoption Metrics

Stakeholder Collaboration

Job description

LPL Financial is seeking an AVP to lead Cyan Experience & Advisor AI Workspace, guiding product strategy, roadmap, adoption, and end-to-end user experience for Cyan. This role partners with Product, Engineering, Design, Operations, and business stakeholders to deliver a cohesive advisor experience and drive AI adoption across the platform.

The ideal candidate has 7+ years in product management, excels at cross-functional leadership, and can translate customer needs into prioritized product work