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About the Role

The AVP, Cyan Experience & Advisor AI Workspace owns the product strategy, roadmap, adoption, and end-to-end user experience for Cyan, LPL’s AI-powered advisor workspace. Cyan serves as the advisor-facing experience layer that brings together AI-powered capabilities across servicing, financial planning, growth, knowledge, and other advisor workflows, providing a unified workspace to discover, access, and orchestrate AI capabilities in the context of daily work.

Responsibilities

Own the Cyan product strategy, roadmap, priorities, and success measures.
Define advisor journeys, user experience requirements, and product capabilities that improve advisor productivity and client outcomes.
Partner with domain product teams to onboard and integrate new AI capabilities into Cyan.
Lead roadmap planning, backlog prioritization, dependency management, and release readiness activities.
Synthesize advisor feedback, usage analytics, and pilot results to inform product decisions, roadmap priorities, and investment opportunities.
Partner with Engineering, Product, and AI Hub teams to influence platform capabilities that improve advisor outcomes, performance, reliability, scalability, and adoption.
Define, measure, and optimize adoption, engagement, satisfaction, and business value delivered through Cyan.
Drive alignment and communication across Product, Engineering, Operations, Advisor Success, and business stakeholders to support successful delivery, adoption, and ongoing evolution of the Cyan experience.

Requirements

7+ years of Product Management experience supporting customer-facing products, digital experiences, or enterprise applications.
Experience owning product strategy, roadmap, delivery, and adoption metrics.
Experience translating customer and business needs into product priorities.
Experience leading cross-functional initiatives across Product, Engineering, Design, and Operations teams.

Skills

AI copilots
Conversational experiences
AI agents
Workplace productivity tools
Wealth management
Financial planning
Financial services
Advisor technology
Platform products
Shared enterprise capabilities
AI platforms
Governance
Responsible AI practices

Location

Hybrid

Work Type

Hybrid

Experience Level

7+ years of Product Management experience

Salary/Compensations

$108,665.00 - $181,177.00

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

About the Company

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.
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.

Equal Opportunity

Principals only. EOE.