VP, Data and AI Transformation Lead

LPL Financial; New York (NY); Hybrid; USD 141,000 - 235,000; Full time

Job summary

LPL Financial is seeking a strategic Vice President to lead the Transformation Office under the Chief Data, AI, and Analytics Office. You will shape the enterprise data and AI strategy, structure transformation programs, and drive high-value product delivery across the organization.

You will partner with senior leaders, manage OKRs and board materials, and accelerate initiatives while collaborating with business units and technology teams in a hybrid work environment.

Qualifications

• 5–10 years of experience in data, AI, strategy consulting, and/or wealth management.
• Proven ability to drive initiatives independently and provide a clear point of view.
• Strong communication and executive presence, with experience preparing board-level materials.
• Comfort working in a fast-paced, matrixed environment with multiple stakeholders.
• A bias for action, curiosity, and a collaborative mindset.
• Willingness to travel and engage deeply with teams across locations.

Responsibilities

• Strategy & Structure: Partner with senior leaders to refine and evolve the data and AI strategy across the firm.
• Program Governance: Establish and maintain reporting cadences, OKRs, and board-level documentation for transformation initiatives.
• Business Case Development: Lead the creation of business cases for new data and AI products and capabilities.
• Cross-functional Engagement: Collaborate across business units and technology teams to drive alignment and execution.
• Change Management: Identify and support change management needs tied to transformation efforts.
• Initiative Acceleration: Proactively identify opportunities to accelerate impact and remove barriers to execution.

Skills

Data strategy

AI strategy

Executive presence

Board materials

Change management

Collaboration

Job description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

We are seeking a strategic and driven Vice President to join the Transformation Office supporting the Chief Data, AI, and Analytics Office. This individual will play a pivotal role in shaping and evolving our enterprise-wide data and AI strategy, structuring transformation efforts, and accelerating impact through high-value initiatives and product delivery.

As part of the central transformation office, you will help define and maintain the structure of our transformation programs, including change management, business case development, and OKR alignment. You will serve as a critical interface between business units and technology, ensuring our data and AI efforts are aligned, measurable, and impactful.

Responsibilities:

• Strategy & Structure: Partner with senior leaders to refine and evolve the data and AI strategy across the firm.
• Program Governance: Establish and maintain reporting cadences, OKRs, and board-level documentation for transformation initiatives.
• Business Case Development: Lead the creation of business cases for new data and AI products and capabilities.
• Cross-functional Engagement: Collaborate across business units and technology teams to drive alignment and execution.
• Change Management: Identify and support change management needs tied to transformation efforts.
• Initiative Acceleration: Proactively identify opportunities to accelerate impact and remove barriers to execution.

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:

• 5-10 years of experience in data, AI, strategy consulting, and/or wealth management.
• Proven ability to drive initiatives independently and provide a clear point of view.
• Strong communication and executive presence, with experience preparing board-level materials.
• Comfort working in a fast-paced, matrixed environment with multiple stakeholders.
• A bias for action, curiosity, and a collaborative mindset.
• Willingness to travel and engage deeply with teams across locations.

Core Competencies:

• Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as one of the recognized subject matter experts on the team.
• Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases.
• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
• Actively anticipates, identifies, and manages risks within position scope and at the company.

Why Join Us?

• This is a unique opportunity to help shape the future of data and AI at scale. You’ll work at the intersection of strategy, product, and execution-driving meaningful change and delivering measurable impact across the firm.

LI-Hybrid

Pay Range:

$141,188-$235,313/year
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. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.

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].