VP, AI Technical Strategy & Integration

LPL Financial LLC; Fort Mill, Town of Charlotte (SC, NY); On-site; USD 164,000 - 273,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial Holdings Inc. in Fort Mill, SC seeks a VP, AI Technical Strategy & Integration to lead end-to-end technical delivery of Cyan, LPL's evolving advisor AI experience, coordinating across product, engineering, data, security and governance.

The role aligns roadmaps with PI planning, releases, and production outcomes, providing leadership across multi-year AI initiatives and ensuring governance, observability, and scalability across the AI ecosystem.

Qualifications

• 15+ years of leadership in product technology, technology strategy, or enterprise transformation.
• Experience coordinating large, multi-year technology initiatives across multiple teams.
• Ability to build and maintain integrated roadmaps, dependencies, release plans and OKRs.
• Experience in large, matrixed organizations with accountability without direct reports.
• Fluency collaborating with engineering, architecture, product and risk stakeholders.

Responsibilities

• Own and maintain Cyan's multi-year technical delivery roadmap with milestones and outcomes.
• Translate product priorities into a sequenced, accountable delivery plan with owners.
• Maintain a unified view of status, risks, dependencies, milestones and decisions.
• Drive cross-functional dependencies and sequencing across Cyan and partners.
• Coordinate delivery across AI platforms, shared services, product teams and governance.
• Align strategy with PI planning, sprint execution, releases and production outcomes.

Skills

Strategic leadership

Technical delivery coordination

Cross-functional collaboration

Enterprise transformation

AI/ML program leadership

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 VP, AI Technical Strategy & Integration is a senior individual contributor responsible for the end-to-end technical delivery coordination of Cyan, LPL Financial’s evolving advisor AI experience. This role serves as the connective point across product, engineering, data, architecture, platform, security, risk, governance, and business teams to translate strategy into an integrated technical delivery plan, drive alignment across workstreams, and create accountability from roadmap through production. The position provides technical delivery leadership for a complex, multi-year AI initiative while enabling scalable execution, governance, and operational readiness across a growing ecosystem of AI-powered capabilities.

Responsibilities

• Own and maintain the integrated multi-year Cyan technical delivery roadmap, linking strategic objectives to capabilities, milestones, releases, dependencies, and measurable outcomes.
• Translate product priorities into a sequenced technical delivery plan with defined ownership, commitments, decision points, and release targets.
• Maintain a unified view of technical delivery status, risks, dependencies, milestones, and decisions across Cyan and dependent organizations.
• Drive identification, escalation, and resolution of cross-functional dependencies, ownership gaps, and sequencing conflicts.
• Coordinate technical delivery across a hub-and-spoke operating model spanning AI platforms, shared services, product teams, and enterprise functions.
• Align annual strategy, roadmaps, and objectives with PI planning, sprint execution, integration milestones, release plans, and production outcomes.
• Establish and manage an operating cadence for cross-workstream integration, executive visibility, milestone readiness, and decision management.
• Coordinate pilot, launch, and scale readiness activities across testing, environments, data, observability, security, support, governance, and operational controls.
• Ensure prototypes and experiments are transitioned into production delivery plans with clear paths for governance, supportability, scalability, and reuse.
• Develop executive communications that provide concise visibility into progress, risks, dependencies, tradeoffs, decisions, and outcomes.
• Facilitate decision-making by presenting options, impacts, recommendations, and maintaining decision records across organizational boundaries.
• Partner with enterprise planning, technical delivery, and governance stakeholders to align Cyan execution with broader organizational priorities.
• Continuously evolve delivery frameworks, onboarding new workstreams and capabilities while maintaining execution speed and accountability.

What Are We Looking For?

We are seeking a strategic and collaborative leader who can navigate complexity, align diverse stakeholders, and drive execution across organizational boundaries. The ideal candidate demonstrates the ability to pursue greatness, act with integrity, remain driven to help our clients succeed, win together through partnership and accountability, and create and share joy while supporting innovation, delivery excellence, and sustainable business outcomes.

Requirements

• 15+ years of progressive leadership experience in product technology, technology strategy, enterprise transformation, complex initiative leadership, or technical delivery.
• Demonstrated success coordinating large, multi-year technology initiatives involving multiple product, engineering, platform, data, risk, and business organizations.
• Experience building and maintaining integrated roadmaps, milestones, dependency plans, decision frameworks, release plans, OKRs, and executive reporting.
• Experience operating within large, matrixed organizations and driving accountability without direct reporting authority.
• Strong technology fluency with the ability to collaborate effectively with engineering, architecture, product, and risk stakeholders.

Preferences

• Experience connecting Agile and scaled planning practices to business outcomes, technical delivery predictability, and production readiness.
• Experience providing executive-level communication, facilitation, stakeholder management, and decision support for complex technology initiatives.
• Experience with enterprise AI, agentic AI, data platforms, cloud technologies, digital product development, or other emerging technology initiatives.
• Experience within financial services or other highly regulated industries requiring coordination with security, risk, compliance, and governance organizations.
• Experience leading product or technology transformation initiatives across globally distributed teams and complex organizational environments.

Pay Range

Pay Range: $163,900.00 - $273,100.00 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

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

Recruiter Note

Your recruiter will be happy to discuss all that LPL has to offer!

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.

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].

Additional Information

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.

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