AVP, Cyan Experience & Advisor AI Workspace

LPL Financial; Town of Charlotte (NY); Hybrid; USD 109,000 - 181,000; Full time

Benefits offered by this job

Health benefits

401K matching

Employee stock options

Job summary

LPL Financial is seeking a seasoned Product Leader for Cyan, the AI-powered advisor workspace. You will own the product strategy, roadmap, and adoption, shaping an integrated experience across advisory workflows.

Collaborate with Product, Engineering, Design, and AI Hub teams to deliver a cohesive advisor toolset. Lead initiatives to translate client needs into Cyan capabilities, measure adoption, and drive business impact while ensuring reliability and scalability of the platform.

Qualifications

• 7+ years of Product Management experience with customer-facing 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, UX requirements, and product capabilities to boost productivity and outcomes.
• Partner with domain product teams to onboard and integrate AI capabilities into Cyan.
• Lead roadmap planning, backlog prioritization, dependency management, and release readiness.
• Synthesize advisor feedback, usage analytics, and pilot results to inform decisions and investments.
• Partner with Engineering, Product, and AI Hub teams to improve platform capabilities.
• Define, measure, and optimize adoption, engagement, satisfaction, and value delivered.
• Drive alignment across teams to support delivery, adoption, and evolution of the Cyan experience.

Skills

Product Management

Strategy & Roadmap

Cross-functional collaboration

Adoption metrics

Job description

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 succeed through 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.

#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. 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.

Information on Interviews:

LPL will only communicate with a job applicant directly from a @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(855) 575-6947.