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.

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Help define the next generation of product development at LPL Financial. In this enterprise leadership role, you will turn the promise of AI agents into practical, governed ways of working that help product teams move from customer insight to validated outcomes faster. You will shape the strategy, prove it through real initiatives, and scale the capabilities and operating practices that allow people and agents to work together with clarity and accountability.

Job Overview

As Vice President II, Product Management, Agentic Product Development, you will lead the strategy, roadmap, and adoption of agentic capabilities across the product development lifecycle. Partnering with product, design, engineering, business, and control teams, you will redesign workflows so agents can complete connected tasks, evaluate their work, and bring decisions to the right people. You will ground development in real product initiatives, prove an end-to-end approach, and establish repeatable practices that help teams test ideas, deliver useful changes, and learn from customers faster with less rework and clear decision accountability.

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.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 10 or more 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 of 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.

Core Competencies

• Enterprise product strategy and roadmap leadership

• Agent autonomy, evaluation, human review, and technical tradeoff judgment

• Cross-functional influence, change leadership, and adoption

Preferences

• 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.

Pay Range:

Company Overview:

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.

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.

EAC 5.19.26