AVP, Cyan Experience & Advisor AI Workspace

LPL Financial LLC; Charlotte, Fort Mill (NC, SC); On-site; 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 LLC in Charlotte, NC is seeking a senior product leader to own the Cyan Experience and Advisor AI Workspace, aligning strategy with adoption metrics and delivering an integrated advisor experience.

You will partner with Product, Engineering, Design, and Operations to onboard AI capabilities, define advisor journeys, and drive adoption across the advisor platform, improving productivity and client outcomes.

Qualifications

• 7+ years of Product Management experience leading customer-facing products, digital experiences, or enterprise apps.
• 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.

Responsibilities

• Own Cyan product strategy, roadmap, priorities, and success measures.
• Define advisor journeys, UX requirements, and product capabilities to boost productivity.
• Onboard and integrate new AI capabilities into Cyan with domain teams.
• Lead roadmap planning, backlog prioritization, dependency management, and release readiness.
• Synthesize advisor feedback, usage analytics, and pilot results to inform decisions.
• Partner with Engineering, Product, and AI Hub to improve adoption, reliability, and scalability.

Skills

Product strategy

Roadmap planning

Cross-functional leadership

Adoption metrics

Stakeholder alignment

Job description

Where Ambition Meets Innovation

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The AVP, Cyan Experience & Advisor AI Workspace owns the product strategy, roadmap, adoption, and end-to-end user experience for Cyan, LPL’s AI-powered advisor workspace. Cyan serves as the advisor-facing experience layer that brings together AI-powered capabilities across servicing, financial planning, growth, knowledge, and other advisor workflows. Rather than requiring advisors to navigate multiple AI solutions independently, Cyan provides a unified workspace that helps advisors discover, access, and orchestrate AI capabilities in the context of their daily work. This role partners closely with Product, Engineering, Design, Operations, and business stakeholders to deliver a cohesive advisor experience and drive adoption of AI capabilities across the advisor platform.

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.

What Are We Looking For?

We’re seeking a product leader who is motivated to pursue greatness, act with integrity, and remain driven to help our clients succeedthrough innovative technology solutions. The ideal candidate collaborates effectively across teams to win together, embraces continuous learning and improvement, and helps create and share joy through meaningful contributions that enhance the advisor experience.

Requirements

• 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.

Preferences

• Experience with AI copilots, conversational experiences, AI agents, or workplace productivity tools.
• Experience in wealth management, financial planning, financial services, or advisor technology.
• Experience working with platform products and shared enterprise capabilities.
• Familiarity with AI platforms, governance, and responsible AI practices.

Pay Range

#LI-Hybrid Pay Range: $108,665.00 - $181,177.00 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.

Benefits

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.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

Principals only. EOE.

Principals only. EOE.