VP, Advisor AI Workspace

Job Overview

The Vice President, Product Management for the Advisor AI Workspace leads the strategy, development, and enterprise adoption of LPL’s AI-driven advisor operating system within the AI Business Solutions team.

Responsibilities

• Define and execute the product vision and roadmap across advisor workflows including prospecting, planning, investment management, client servicing, and practice operations
• Lead development of the agent operating system, including standards for agent invocation, orchestration, interaction models, and extensibility
• Establish decision frameworks for when agents respond, perform actions, or escalate to human interaction across advisor workflows
• Oversee creation and governance of advisor-generated experiences such as templates, workflows, and reusable artifacts within defined guardrails
• Determine grounding, evaluation, and quality standards for AI outputs, ensuring accuracy, compliance, and consistency across all interactions and artifacts
• Own build, buy, and rent decisions across models, orchestration layers, and platform capabilities, including documentation and iterative reassessment
• Partner with Technology, InfoSec, Privacy, and Risk to ensure compliance with RAIC standards, FINRA recordkeeping requirements, and data protection protocols
• Define telemetry, evaluation frameworks, and success metrics to continuously improve product performance and user outcomes
• Drive advisor adoption through training, field engagement, and feedback loops while measuring usage, quality, and business impact

Requirements

• Bachelor’s or master’s degree in business, computer science, information systems, or a related field
• 8+ years of experience in product management, including delivery of AI or automation products with measurable business impact
• Demonstrated experience shipping conversational or agentic AI products, including workflow execution or assistant-style experiences
• Experience building platforms or tools that end users extend or configure, such as workflow builders or low-code solutions
• Demonstrated experience taking products from pilot through enterprise-scale adoption

Core Competencies

• Product management from concept through enterprise adoption, accountable for outcomes
• Product sense for agentic, assistant-style experiences, including where an agent acts, confirms, or hands off
• Platform and ecosystem thinking, with experience building extensible products
• Familiarity with conversational and generative AI, including RAG, prompt management, evaluation, and guardrails
• Familiarity with agentic AI architectures, including planner/evaluator patterns, gateways, judges, and audit trails

Preferences

• Experience operating in matrixed environments, including four-in-a-box or similar models
• Experience partnering with InfoSec, Privacy, or Compliance on AI or SaaS product reviews
• Strong financial acumen with experience building business cases and tracking ROI
• Financial services or wealth management experience with knowledge of advisor workflows
• Experience delivering AI solutions in FINRA or SEC-regulated environments