VP, AI Enablement & Productivity Tooling

LPL Financial LLC; Fort Mill, Charlotte (SC, NC); On-site; USD 145,000 - 242,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial seeks a Vice President, Employee Productivity Tooling & AI Enablement, to lead strategy, evaluation, adoption and optimization of productivity technologies across the Home Office. You will shape the vision and roadmap for AI-enabled tools and drive enterprise adoption to deliver measurable value.

In this role you will partner with Technology, Operations, Legal, Compliance, HR, Finance and business leaders to balance innovation with risk, cost and employee experience while

Qualifications

• 10+ years of leadership experience in digital transformation, workplace technology, product strategy, AI enablement, technology consulting, or related disciplines.
• Experience evaluating, piloting, and scaling enterprise technology solutions and driving measurable adoption outcomes.
• 3+ years of experience with AI platforms, productivity technologies, collaboration tools, automation solutions, and digital workplace trends.

Responsibilities

• Develop and maintain the enterprise strategy and multi-year roadmap for employee productivity, AI enablement, automation, and digital workplace technologies.
• Research, evaluate, and recommend productivity and AI solutions, maintaining a clear point of view on which tools should be adopted, expanded, or retired across the organization.
• Lead pilots, proof-of-concepts, and experimentation efforts to validate business value, adoption potential, and productivity impact.
• Design and administer employee surveys, focus groups, and feedback mechanisms to gauge employee interest, satisfaction, and opportunities for improvement.
• Establish measurable success criteria, adoption targets, and value realization metrics for all productivity tooling initiatives.
• Develop business cases, ROI analyses, and executive recommendations to support investment decisions and funding requests.

Skills

Strategic thinking

Executive communication

Business acumen

Data-driven decisions

Collaboration

AI enablement

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

LPL Financial is seeking a Vice President, Employee Productivity Tooling & AI Enablement, to lead the strategy, evaluation, adoption, and optimization of employee productivity technologies across the Home Office population. This role will focus on identifying and deploying AI-powered tools, automation capabilities, collaboration platforms, and emerging workplace technologies that improve employee effectiveness, simplify work, and create measurable business value. The successful candidate will develop the firm’s vision and roadmap for employee productivity tooling, balancing innovation, employee experience, risk management, and cost efficiency. They will be responsible for researching market solutions, developing perspectives on technology investments, leading pilots and experimentation, measuring outcomes, and driving enterprise adoption of tools that enhance workforce productivity. This executive will partner closely with Technology, Operations, Legal, Compliance, Risk, HR, Procurement, Finance, and Business leaders to establish priorities, define value realization targets, and ensure productivity technology investments deliver meaningful and measurable outcomes.

Roles & Responsibilities

• Develop and maintain the enterprise strategy and multi-year roadmap for employee productivity, AI enablement, automation, and digital workplace technologies.
• Research, evaluate, and recommend productivity and AI solutions, maintaining a clear point of view on which tools should be adopted, expanded, or retired across the organization.
• Assess technologies based on business value, employee experience, security, compliance, scalability, integration requirements, and total cost of ownership.
• Lead pilots, proof-of-concepts, and experimentation efforts to validate business value, adoption potential, and productivity impact.
• Design and administer employee surveys, focus groups, and feedback mechanisms to gauge employee interest, satisfaction, and opportunities for improvement.
• Establish measurable success criteria, adoption targets, and value realization metrics for all productivity tooling initiatives.
• Develop business cases, ROI analyses, and executive recommendations to support investment decisions and funding requests.
• Create and execute enterprise rollout plans, including communications, training, support models, and change management strategies to drive adoption.
• Partner with Finance, Procurement, and vendor partners to evaluate licensing models, manage costs, and optimize technology investments.
• Monitor utilization, adoption, and business outcomes to ensure tools are delivering expected productivity gains and employee value.
• Establish governance processes and decision frameworks for evaluating emerging technologies and managing the productivity tooling portfolio.
• Produce executive-ready presentations, dashboards, and reporting on adoption, usage, ROI, employee sentiment, and business outcomes.
• Build strong relationships across business and technology organizations to align priorities, remove obstacles, and accelerate delivery of productivity initiatives.
• Identify opportunities to leverage AI and automation to eliminate manual work, streamline workflows, simplify processes, and create employee capacity.
• Serve as a trusted advisor to senior leadership on AI trends, future-of-work capabilities, and workforce productivity strategies.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

10+ years of leadership experience in digital transformation, workplace technology, product strategy, AI enablement, technology consulting, or related disciplines. Experience evaluating, piloting, and scaling enterprise technology solutions and driving measurable adoption outcomes. 3+ years of experience with AI platforms, productivity technologies, collaboration tools, automation solutions, and digital workplace trends. Experience developing business cases, cost-benefit analyses, ROI models, and value realization frameworks.

Core Competencies

• Strategic thinking and technology foresight, with the ability to identify and capitalize on emerging productivity and AI opportunities.
• Executive communication and storytelling, translating complex technology concepts into compelling business narratives.
• Strong business acumen with the ability to balance innovation, employee experience, risk, and financial management.
• Data-driven decision making through the use of adoption metrics, employee insights, operational KPIs, and value realization measures.
• Collaboration and influence across diverse stakeholder groups to drive alignment and organizational change.
• Continuous improvement mindset focused on simplification, automation, and productivity enhancement.

Preferences

• Experience leading enterprise AI adoption programs, including tools such as Microsoft Copilot and other generative AI solutions.
• Experience managing productivity tool portfolios and software licensing investments.
• Background in management consulting, enterprise transformation, digital workplace strategy, or technology innovation.
• Experience designing employee adoption programs, change management initiatives, and workforce enablement strategies.
• Strong understanding of measuring productivity, employee experience, technology adoption, and capacity creation outcomes.
• Experience establishing governance, standards, and operating models for emerging technologies and AI-enabled capabilities.

Pay Range

$145,436.00 - $242,359.00 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.

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].

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 they need 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.

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.

EOE.