AI Program Manager - Financial Services Innovation

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:

The AI Program Manager will be responsible for overseeing and managing the successful execution of artificial intelligence programs, ensuring alignment with business objectives and driving innovation in financial services.

If you are a proactive and results-oriented professional with a passion for driving AI innovation in the financial sector, we encourage you to apply for the Senior Analyst, AI Program Manager position n us in shaping the future of AI-driven financial solutions!

Responsibilities:

• Develop and execute comprehensive plans for AI programs, ensuring timely delivery and alignment with strategic goals

• Collaborate with cross-functional teams to implement AI solutions

• Act as a key liaison between business stakeholders, technology teams, and external vendors

• Generate and communicate program updates, milestones, and potential impacts to senior leadership

• Partner in ensuring compliance with industry regulations and internal policies

• Monitor and evaluate program performance against established objectives and key results

• Maintain detailed program documentation, including project plans, progress reports, and post-implementation reviews.

• Work closely with AI specialists and data scientists to understand technical requirements and facilitate successful program implementation.

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.

Requirements:

• Bachelor's degree in Computer Science, Data Science, Business, Finance or a related field (advanced degree preferred)

• Minimum of 5 years of experience in program management, with a focus on AI initiatives

Core Competencies:

• Proven track record of successfully managing complex projects in the AI space

• Familiarity with artificial intelligence, machine learning, and data science concepts

• Ability to understand and communicate technical requirements to non-technical stakeholders

• Understanding of the financial services industry, with experience in investment and wealth management

• Excellent communication skills, both verbal and written.

• Proven ability to collaborate with cross-functional teams and external partners.

Preferences:

• Agile and/or SAFe trainings and certifications

• Experience with a programming or scripting languages (e.g. Python, R)

Pay Range: $90,680-$136,020/year

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.