Summary

Lead end-to-end product management for advisor-facing AI experiences within LPL Financial's AI Business Solutions team. Own product vision, roadmap, and delivery lifecycle from opportunity framing through commercialization and scaled adoption. Define advisor chat and agentic AI capabilities, evaluate third-party AI vendors, and ensure measurable business impact aligned to enterprise OKRs. Collaborate in a four-in-a-box model with Technology, Business, and Operations & Risk to co-design product definitions, data contracts, evaluation frameworks, and governance documentation.