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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Vice President 2 Product Management - Agentic Product Development Lifecycle

Product ManagementConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • At least 10 years of relevant experience in product management or product development leadership.
  • Experience improving how cross-functional teams discover, build, release, and operate products, with measurable results.
  • Experience implementing AI agents or automation in working processes and improving those capabilities after launch.
  • Experience with customer research, experimentation, software delivery, and the tools that connect these activities.
  • Experience leading teams, driving adoption, and resolving competing priorities across product, design, engineering, business, and control functions.

Responsibilities

  • Define the enterprise strategy and roadmap for agentic workflows across discovery, research, design, planning, development, testing, release, and ongoing product improvement.
  • Redesign cross-functional workflows by removing unnecessary steps and defining where agents may act independently, collaborate with people, or require human approval.
  • Lead the development and integration of capabilities that connect customer evidence, product requirements, designs, code, tests, and production feedback.
  • Partner with teams on real product initiatives to test complete workflows, resolve failures, and establish scalable approaches other teams can adopt.
  • Evaluate internal and third-party capabilities and make build-versus-buy recommendations based on effectiveness, integration requirements, security, and cost.
  • Establish evaluation, permission, and review requirements with engineering and control partners so agent actions are testable, traceable, and recoverable.
  • Lead product managers and accelerate adoption through practical training, team feedback, and changes to day-to-day working practices.
  • Measure time from idea to validated learning and release, along with quality, review effort, rework, adoption, and cost.

Desired Qualifications

  • Experience in financial services or another regulated industry.
  • Experience making build-versus-buy decisions for AI, automation, or product-development platforms.
  • Experience establishing governance for agent permissions, traceability, recovery, and human approval.

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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