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VP, Corporate Strategy - AI

LPL Financial

LPL Financial

Software Engineering, Data Science
Multiple locations
Posted on Friday, October 27, 2023

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

Join our dynamic Al Strategy team, a newly formed group at LPL Financial dedicated to leading the company through its digital transformation. We’re enthusiastic about harnessing the power of Artificial Intelligence to enhance our customer experience. As a leader in this team, you’ll play a pivotal role in turning this vision into reality. As the VP of Al Strategy, you’ll work closely with our specialized Al development lab, responsible for bringing AI concepts to life from our backlog. Your key mission is to ensure we’re focusing on the most impactful ideas that align with our corporate vision.


  • Market Expertise:

    • Stay on the cutting edge of AI technologies, industry best practices, and emerging trends, especially within the wealth management sector.

    • Act as a subject matter expert, providing valuable insights and thought leadership to both internal teams and customers.

  • AI Development:

    • Source new problem statements from all company departments and transform them into potential value propositions.

    • Craft high-level business cases, aimed at C-Suite executives, based on concepts from our backlog to evaluate market size, business value, and customer impact, allowing us to prioritize the production pipeline.

    • Monitor ongoing product development to ensure alignment with our strategic mandate.

  • Business Transformation:

    • Curate educational programs for employees and customers, focusing on our AI capabilities and internal processes.

    • Train users on how to contribute ideas to the Al Lab and monitor engagement across all departments in our AI journey.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


  • A highly strategic thinker capable of assessing complex problems, prioritizing key issues, and maintaining a strong execution focus.

  • Experience in competitive market research, with the ability to identify relevant data and turn it into valuable insights.

  • Proficiency in measuring potential product viability as it aligns with our corporate roadmap.

  • Knowledge of navigating risks, including data, brand, compliance, and legal aspects.

  • Demonstrated ability to define and track OKRs.


  • Bachelor’s degree, with an MBA or relevant graduate degree

  • Experience in consulting on business transformation and driving change within large, complex organizations.

  • A background in strategy, management consulting, and/or corporate innovation, with expertise in the financial services industry being advantageous.

  • Strong collaboration and consensus-building skills, able to leverage both internal and external relationships to achieve desired outcomes.

  • Efficiency in constructing C-Suite level presentations.

  • Willingness and ability to travel, as needed.

Pay Range:


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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 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 (800) 877-7210.