Head of AI Advisor Workspace & Experience

LPL Financial; Austin (TX); On-site; USD 109,000 - 181,000; Full time

Benefits offered by this job

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an AVP for Cyan Experience & Advisor AI Workspace in the Austin area. This leader will own the product strategy, roadmap, adoption, and end-to-end user experience for Cyan, LPL’s AI-powered advisor workspace, unifying AI capabilities across servicing, financial planning, growth, knowledge, and advisor workflows.

The role partners with Product, Engineering, Design, Operations, and business stakeholders to deliver a cohesive advisor experience and drive AI capability

Qualifications

• 7+ years of Product Management experience for 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 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

Cross-functional collaboration

AI experience

Analytics

Job description

LPL Financial is seeking an AVP for Cyan Experience & Advisor AI Workspace in the Austin area. This leader will own the product strategy, roadmap, adoption, and end-to-end user experience for Cyan, LPL’s AI-powered advisor workspace, unifying AI capabilities across servicing, financial planning, growth, knowledge, and advisor workflows.

The role partners with Product, Engineering, Design, Operations, and business stakeholders to deliver a cohesive advisor experience and drive AI capability