LPL Financial
VPII, Data and AI Transformation Sr. Lead
LPL Financial, Fort Mill, South Carolina, United States, 29715
Vice President II, Senior Transformation Lead Enterprise Data and AI Transformation Office
Location: Boston, New York, Fort Mill, or Austin (with travel as needed) Reporting To: Marshall Mcdonald, VPII, Tech Product Owner Mgr Organization: Transformation Office, Product Organization About the Role We are seeking a strategic and driven Vice President II to join the Enterprise Data and AI Transformation 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. Key Responsibilities Strategy & Structure Partner with senior leaders to refine and evolve the data and AI strategy across the firm. Coach members of the Chief Data, AI, and Analytics Office to strengthen strategic execution and leadership. Serve as a trusted advisor and thought partner to senior stakeholders across the organization. Guide strategic thinking and problem solving for strategy project teams. Develop and deliver executive-level strategy narratives, deliverables, and analyses that articulate the value, impact, and direction of AI and data priorities. 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 We're Looking For 510 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. 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 executiondriving meaningful change and delivering measurable impact across the firm. Pay Range: $157,388-$262,313/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. 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 (855) 575-6947.
Location: Boston, New York, Fort Mill, or Austin (with travel as needed) Reporting To: Marshall Mcdonald, VPII, Tech Product Owner Mgr Organization: Transformation Office, Product Organization About the Role We are seeking a strategic and driven Vice President II to join the Enterprise Data and AI Transformation 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. Key Responsibilities Strategy & Structure Partner with senior leaders to refine and evolve the data and AI strategy across the firm. Coach members of the Chief Data, AI, and Analytics Office to strengthen strategic execution and leadership. Serve as a trusted advisor and thought partner to senior stakeholders across the organization. Guide strategic thinking and problem solving for strategy project teams. Develop and deliver executive-level strategy narratives, deliverables, and analyses that articulate the value, impact, and direction of AI and data priorities. 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 We're Looking For 510 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. 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 executiondriving meaningful change and delivering measurable impact across the firm. Pay Range: $157,388-$262,313/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. 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 (855) 575-6947.