AVP, AI Product Manager

LPL Financial; New York (NY); Hybrid; USD 109,283 - 182,104; Full time

Job summary

LPL Financial is looking for an Assistant Vice President, Advisor AI Solutions to lead product management for advisor-facing AI experiences within the AI Business Solutions team. This hybrid role requires onsite presence in either Fort Mill, SC, San Diego, CA, or NYC at least three days a week. You will oversee the end-to-end product development lifecycle, ensuring AI capabilities drive measurable business impact.

The ideal candidate has strong experience in AI product management, excellent communication skills, and a background in business or technology.

Qualifications

• 3+ years of product management experience.
• Experience building and deploying AI/ML or Generative AI products.
• Experience defining KPIs and measuring business impact.

Responsibilities

• Define product vision and roadmap for AI capabilities.
• Lead disciplined experimentation and validate pilots.
• Partner with Technology and Risk for vendor integrations.

Skills

Product management

AI/ML product deployment

KPI definition and measurement

Communication skills

Education

Bachelor's degree in Business or related field

Master's preferred

Job description

Job Overview

The Assistant Vice President, Advisor AI Solutions will lead product management for advisor‑facing AI experiences within the AI Business Solutions team – the product management and business impact arm of the Chief Data & Artificial Intelligence Organization. Reporting to the VP of AI Business Solutions, this role owns the end‑to‑end product development lifecycle for key advisor‑facing AI capabilities, from opportunity framing and solution validation through pilot delivery, commercialization, and scaled adoption. The AVP will define and deliver advisor chat and agentic AI experiences, evaluate and orchestrate third‑party AI products, and ensure AI capabilities drive measurable business impact aligned to enterprise OKRs. The role operates in a four‑in‑a‑box model with Technology, Business, and Operations & Risk co‑designing product definitions. This hybrid role requires onsite presence at one of the Fort Mill, SC; San Diego, CA; or NYC hub offices at least three days per week.

Responsibilities

Advisor Chat & Agentic Experiences

• Define product vision and roadmap for advisor‑facing AI capabilities.
• Translate advisor workflow friction into AI‑powered solutions that reduce manual effort and enhance client outcomes.
• Deliver production‑grade AI capabilities with defined success metrics and adoption plans.

Pilot Design, Validation & Enterprise Scaling

• Lead disciplined experimentation from hypothesis to pilot validation.
• Establish measurable success criteria (time savings, quality lift, revenue impact) before scaling.
• Develop commercialization plans for successful pilots and manage phased rollout to enterprise adoption.

Third‑Party AI Evaluation & Vendor Orchestration

• Apply documented build‑vs‑buy‑vs‑rent frameworks to evaluate internal vs. external AI capabilities.
• Conduct market, competitive, and capability assessments of potential vendor partners.
• Partner with Technology and Risk to integrate third‑party AI solutions under enterprise guardrails.

Partnership with Technology

• Co‑develop product definitions, including product requirements and user stories, data contracts and signal definitions, and model evaluation criteria.
• Ensure clean handoff for scalable engineering implementation.

Governance & Responsible AI

• Ensure all AI products meet compliance, legal, risk and regulatory requirements before deployment.

Adoption & Value Realization

• Own rollout strategy, training integration, and advisor enablement materials.
• Partner with field leadership to drive sustained adoption.
• Track realized benefits against forecasted business case.

Instrumentation & ROI

• Maintain benefits ledger and KPI dashboards.
• Measure effect sizes (uplift), manual work reduction, and revenue/NPS impact.
• Establish feedback loops to continuously optimize AI performance.

Requirements

• Bachelor’s degree in Business, Computer Science, Information Systems, or related field (Master’s preferred).
• 3+ years of product management experience; experience building and deploying AI/ML or Generative AI products into production environments preferred.
• 3+ years of experience defining KPIs and measuring business impact of AI initiatives.
• 3+ years of experience partnering with Engineering and Data Science in regulated environments.

Core Competencies

• Ability to define clear roadmaps tied to OKRs and deliver measurable outcomes.
• Experience managing full product lifecycle in enterprise environments.
• Hands‑on familiarity with copilot and chat‑based experiences, agentic systems, monitoring and evaluation frameworks.
• Ability to translate technical concepts into business value.
• Strong written and executive communication skills.
• Ability to influence without authority and deliver results in a four‑in‑a‑box operating model.

Preferences

• Wealth management or advisor platform experience.
• Prior experience deploying AI within FINRA/SEC‑regulated environments.
• Strong financial acumen and ability to build business cases and drive/track ROI.
• Experience driving field adoption and change management at scale.

Pay Range

$109,283.00 – $182,104.00

Equal Opportunity Employer.