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About the Role

The VP, AI Technical Strategy & Integration is responsible for the end-to-end technical delivery coordination of Cyan, LPL Financial’s evolving advisor AI experience. This role serves as the connective point across product, engineering, data, architecture, platform, security, risk, governance, and business teams to translate strategy into an integrated technical delivery plan, drive alignment across workstreams, and create accountability from roadmap through production. The position provides technical delivery leadership for a complex, multi-year AI initiative while enabling scalable execution, governance, and operational readiness across a growing ecosystem of AI-powered capabilities.

Responsibilities

Own and maintain the integrated multi-year Cyan technical delivery roadmap, linking strategic objectives to capabilities, milestones, releases, dependencies, and measurable outcomes.
Translate product priorities into a sequenced technical delivery plan with defined ownership, commitments, decision points, and release targets.
Maintain a unified view of technical delivery status, risks, dependencies, milestones, and decisions across Cyan and dependent organizations.
Drive identification, escalation, and resolution of cross-functional dependencies, ownership gaps, and sequencing conflicts.
Coordinate technical delivery across a hub-and-spoke operating model spanning AI platforms, shared services, product teams, and enterprise functions.
Align annual strategy, roadmaps, and objectives with PI planning, sprint execution, integration milestones, release plans, and production outcomes.
Establish and manage an operating cadence for cross-workstream integration, executive visibility, milestone readiness, and decision management.
Coordinate pilot, launch, and scale readiness activities across testing, environments, data, observability, security, support, governance, and operational controls.
Ensure prototypes and experiments are transitioned into production delivery plans with clear paths for governance, supportability, scalability, and reuse.
Develop executive communications that provide concise visibility into progress, risks, dependencies, tradeoffs, decisions, and outcomes.
Facilitate decision-making by presenting options, impacts, recommendations, and maintaining decision records across organizational boundaries.
Partner with enterprise planning, technical delivery, and governance stakeholders to align Cyan execution with broader organizational priorities.
Continuously evolve delivery frameworks, onboarding new workstreams and capabilities while maintaining execution speed and accountability.

Requirements

15+ years of progressive leadership experience in product technology, technology strategy, enterprise transformation, complex initiative leadership, or technical delivery.
Demonstrated success coordinating large, multi-year technology initiatives involving multiple product, engineering, platform, data, risk, and business organizations.
Experience building and maintaining integrated roadmaps, milestones, dependency plans, decision frameworks, release plans, OKRs, and executive reporting.
Experience operating within large, matrixed organizations and driving accountability without direct reporting authority.
Strong technology fluency with the ability to collaborate effectively with engineering, architecture, product, and risk stakeholders.

Skills

AI
Technical Strategy
Integration
Product Management
Engineering
Data Analysis
Architecture
Platform Management
Security
Risk Management
Governance
Agile Methodologies
Scaled Agile Framework (SAFe)
Roadmap Development
Dependency Management
Executive Communication
Stakeholder Management
Decision Facilitation
Financial Services
Cloud Technologies
Digital Product Development

Location

Remote

Work Type

Full-time

Experience Level

15+ years of progressive leadership experience
Senior individual contributor

Salary/Compensations

$163,900.00 - $273,100.00

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. 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.