VP, Data and AI Transformation Lead

Vice President, Transformation Office

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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.

We are 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 :

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.

Core competencies :

Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as one of the recognized subject matter experts on the team.

Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases.

Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.

Actively anticipates, identifies, and manages risks within position scope and at the company.

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.

LPL Financial Holdings Inc. 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.