Customer discovery and workflow mapping: Shadow frontline work, review real cases, and map where submissions stall, return, or bounce across queues. Turn findings into specific decisions and a buildable plan.
UI and interaction design partnership: Design or co-design screens and forms that make AI outputs usable and reviewable. Examples include confidence cues, reason codes, suggested next steps, and a clear override path.
Human-reviewed AI assistance: Apply AI to speed up repeatable steps with clear ownership. Examples include drafting case summaries for associate approval, extracting key fields from documents for review, and classifying requests for routing.
Measurement, Outcomes (KPI) & Continuous Improvement: Track touches per case, return rates, queue time, reopen rates, and escalation rates. Use data and user feedback to continuously iterate, tune AI behavior, and determine what to scale or retire.
Rollout and adoption: Pilot in live queues, gather feedback from associates and advisors, and drive adoption by partnering with operations leadership to embed new workflows as the default way work gets done.
Requirements
Bachelor's degree in a related field or equivalent practical experience.
5+ years of experience in product ownership or product management delivering workflow tools, automation, or operational platforms.
5+ years experience shipping changes that reduced manual touches, cycle time, re
Benefits
Vision insurance
Additional Information
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The AVP, Home Office AI Product Owner , is accountable for transforming how operational and supervision work flows through LPL's home office by applying AI‑enabled, human‑reviewed automation at scale. The role focuses on the highest‑volume, highest‑friction workflows that impact advisors and their clients, with a mandate to reduce cost to serve, cycle time, and operational risk in a regulated environment.
This role owns outcomes, not just delivery. Success is reflected directly in the advisor and associate experience: accounts open faster, information is captured once, requirements are clear upfront, and work moves cleanly through the organization with minimal rework. Home office teams spend less time chasing status, correcting submissions, or reprocessing cases - and more time delivering consistent, high‑quality service.
Reporting to the VP, Home Office AI Solutions , this role operates as a senior product leader in a complex matrix organization. You will partner closely with operations, supervision, engineering, data, risk, legal, and compliance leaders to define strategy, secure alignment, and deliver AI‑powered workflow solutions that are practical, governable, and measurable. This includes designing and deploying agentic AI patterns that assist humans while preserving accountability, review, and auditability.
Lplfinancial · Fort Mill