VP, Technology & Product Transformation

Job Overview:

LPL Financial is seeking a Vice President, Technology and Product Transformation, to lead and drive change across our Technology, Product Development, and Digital Innovation functions, with a strategic emphasis on balancing efficiency and innovation. This role will focus on optimizing processes and resources—including leveraging AI-driven solutions and the strengths of our Global Capability Center—to achieve measurable improvements in operational efficiency, while simultaneously fostering a culture of innovation that enables the development of cutting-edge products and digital solutions. The successful candidate will be expected to implement strategies that streamline workflows, enhance productivity, and utilize global resources and advanced technologies, ensuring that the organization meets its business objectives without compromising on the pursuit of innovative advancements.

This executive will collaborate with Technology and Product Business Leaders, including those supporting the Global Capability Center, to set transformation strategy and outcomes, develop the strategic roadmap, and drive alignment, execution, and results to deliver on a multi-year technology and product transformation agenda.

Roles & Responsibilities:

• Partner with Technology and Product leaders across Product Management, Developer Experience, Data, Platform, AI integration, and Global Capability Center teams to set the vision and strategy for Technology and Product Transformation, driving measurable improvements in efficiency, client experience, and employee engagement.
• Enable portfolio execution by coordinating cross‑functional inputs, tracking delivery progress and risks, and surfacing insights and recommendations to senior leadership.
• Develop business cases, analytical outputs, and KPI/value‑realization reporting to inform prioritization and investment decisions.
• Produce clear, executive‑ready presentations, narratives, and materials for governance forums and leadership updates.
• Establish and maintain disciplined operating cadences and portfolio management routines to ensure transparency, accountability, and follow‑through.
• Build and sustain strong working relationships with cross‑functional partners to align strategy, delivery, and go‑to‑market execution.

What are we looking for?

We’re 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

• 10+ years of leadership experience partnering with technology and product organizations within financial services (ideally wealth management).
• Experience driving AI adoption and large‑scale change initiatives.
• Experience leading execution across complex, multi‑year transformation portfolios with multiple stakeholders and interdependencies.
• Experience leading process re‑engineering and operating model redesign, including simplification, automation, and elimination of inefficiencies across technology and product organizations.

Core Competencies

• Executive‑level communication and storytelling, distilling complex information into concise, decision‑ready narratives.
• Strong business judgment and problem‑solving skills, with comfort navigating tradeoffs and decision points in fast‑moving environments.
• Consensus‑building and collaboration across business, product, engineering, and Global Capability Center teams to address complex technology and transformation challenges.
• Strong program and portfolio management discipline, with the ability to bring structure to ambiguity and maintain momentum across competing priorities.
• Proven ability to influence senior leaders and drive outcomes in a highly matrixed environment without direct authority.
• Exceptional written and verbal communication skills, with the ability to translate complex technical concepts into clear, actionable messaging for both technical and non‑technical audiences.
• High attention to detail and ability to manage multiple priorities independently while ensuring consistent execution and follow‑through.

Preferences

• Experience supporting or leading large‑scale business or technology transformation initiatives.
• Background in management consulting, internal strategy, or enterprise transformation roles.
• Strong analytical orientation, with experience using metrics, milestones, and delivery indicators to manage execution.
• High emotional intelligence, sound judgment, and a collaborative, inclusive leadership style.

Pay Range:

Company Overview:

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 @lplfinancial.com 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 (855) 575-6947.

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