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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Assistant Vice President – Product Owner AI PDLC

Technical Product ManagementConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • At least 7 years of product management or product ownership experience supporting enterprise software, workflow, platform, or other complex technology products.
  • Experience translating complex business processes or operating models into product strategy, roadmaps, workflows, requirements, and measurable outcomes.
  • Experience leading cross-functional product delivery with engineering, design, architecture, data, and business stakeholders in a complex enterprise environment.
  • Working knowledge of software development lifecycles, product and delivery metrics, pilot design, and data-driven product decision-making.
  • Practical understanding of generative artificial intelligence, AI agents, or AI-enabled software development and their application to enterprise workflows.

Responsibilities

  • Own the product vision, strategy, roadmap, priorities, and operating measures for the AI Product Development Lifecycle platform and measurement framework.
  • Translate the future-state Product Development Lifecycle into personas, workflows, roles, artifacts, gates, user stories, acceptance criteria, and product requirements.
  • Define and evolve measures across Product Development Lifecycle phases, including DORA metrics, throughput, cycle time, queue time, inter-task delay, quality, adoption, and business value.
  • Partner with engineering, architecture, design, AI DevOps, AI governance, risk, and delivery teams to define human experiences, agent lifecycle capabilities, knowledge access, orchestration, and governance requirements.
  • Lead pilot readiness activities, including hypothesis development, baseline definition, scenario planning, success and failure criteria, evidence collection, findings analysis, and iterative improvements from pilot through scale.
  • Manage and prioritize the product backlog using data and stakeholder feedback to address dependencies, evaluate trade-offs, and improve value delivery and workflow efficiency.
  • Define enablement approaches, feedback mechanisms, operating practices, and reporting frameworks that support adoption and measure product outcomes.

Desired Qualifications

  • Experience in financial services or another regulated industry with governance, risk, privacy, records management, or supervisory requirements.
  • Experience with enterprise knowledge management, workflow and orchestration platforms, AI agents, or human-plus-agent operating models.
  • Experience developing product measurement frameworks, connecting operational metrics to business outcomes, and using pilot results to guide investment and scaling decisions.

About the Company

LPL Financial Holdings

Independent broker-dealer platform for financial advisors

LPL Financial runs the largest independent broker-dealer network in the United States, providing a platform of services and support to financial advisors and institutions. It helps advisors manage client wealth by offering technology, research, clearing and compliance services, and practice management programs. Advisors access a flexible, non-proprietary environment where they can tailor financial recommendations for clients, with revenue coming from fees for services, securities commissions, and asset-based fees. The company supports more than 28,000 financial advisors and oversees over a trillion dollars in advisory and brokerage assets, distinguishing itself through its breadth of back-office capabilities, scalable platform, and emphasis on independence for its advisors. Its goal is to enable independent financial advisors to grow their businesses and deliver personalized investment solutions to their clients.

Company size
10,001+
Company stage
IPO
Headquarters
San Diego, CA
Founded
1989

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