VPII, Enterprise AI Portfolio Strategy Leader

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

The VPII of Enterprise AI Strategy within LPL’s Transformation Office exists to ensure that LPL’s AI strategy drives and shapes a multi-year roadmap that delivers AI-native products that transform our advisor and employee experience. This role is responsible for partnering deeply with our enterprise strategy, and enterprise AI product and technology leaders to ensure effectiveness of the firm’s AI strategy.  In addition, the VPII runs point as Portfolio Lead for the enterprise AI portfolio— the connective tissue across business, product, technology, risk, and legal that turns strategic intent into a business outcome. This is a business-seat role requiring strategic fluency balanced with business outcome-focused execution capabilities and the ability to drive and align across the enterprise.

• A living AI strategy, revisited on a defined cadence, that product and technology leaders treat as their prioritization input rather than a document they nod at once a year

• Funding and resourcing decisions for AI initiatives traceable back to a stated strategic rationale, not made ad hoc

• Demonstrated ability to shift the roadmap in response to a new signal — a competitor move, a regulatory shift, a cost curve change — inside a single planning cycle, not a fiscal year

• Product and technology leaders describe the strategy function as a partner that removes ambiguity, not one that adds a layer of review

• The enterprise AI portfolio has a single, credible view of status, risk, and dependencies that business, product, technology, risk, and legal leaders all recognize as accurate

• Cross-functional blockers get resolved in days, not quarters, because this role owns getting the right people aligned fast

• Business outcomes tied to the enterprise AI portfolio — not just delivery milestones — are tracked and reported on a cadence leadership trusts

• Risk and legal are engaged as design partners early in the roadmap, not as a late-stage gate

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.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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 (855) 575-6947.

EAC 5.19.26