AI Change & Adoption Lead (AI Delivery Office)

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview:

This is a high-impact opportunity to shape how LPL Financial embeds AI into the core of how advisors and associates work. Sitting within the AI Delivery Office (AIDO) in the Transformation Office, this role is central to turning AI ambition into real, measurable outcomes-driving adoption, trust, and sustained behavior change at enterprise scale. You will help ensure AI doesn't just get built, but gets used, delivers value, and meaningfully improves the way work gets done.

The AI Change & Adoption Lead owns the people, behavior, and adoption dimension of LPL's AI transformation. This role ensures AI initiatives translate into durable changes in ways of working, decision-making, and productivity across advisors, operations, and corporate teams-linking adoption directly to business outcomes.

Responsibilities:

• Assess change and adoption impacts of AI initiatives at the use-case and portfolio level, including readiness, risks, and dependencies.

• Design and execute AI change and adoption strategies explicitly tied to business outcomes such as advisor productivity, cost reduction, and cycle-time improvement.

• Develop and deliver AI literacy and enablement programs tailored to executives, leaders, advisors, and operational teams.

• Translate AI initiatives into clear, compelling 'what changes for me' narratives for impacted roles and personas.

• Partner closely with AI Business Partners and AI Product teams to ensure adoption and change requirements are embedded into product design and rollout plans.

• Establish adoption, usage, confidence, and trust metrics tied to specific AI use cases and enterprise KPIs.

• Build and lead change champion networks and communities of practice to accelerate peer learning and sustain momentum.

• Lead executive and enterprise communications related to AI adoption progress, outcomes, and lessons learned.

• Coordinate with HR, Risk, and Compliance to ensure training, controls, and ways of working evolve in step with AI deployment.

• Owns: AI adoption strategy, behavior change, enablement, literacy, adoption measurement, and sustained use of AI solutions.

• Does Not Own: AI product delivery, model development, engineering execution, or enterprise financial reporting.

Requirements:

• 8 plus years of experience in change management, transformation, organizational effectiveness, or digital adoption roles.

• 2 plus years of AI, data, and analytics concepts with the ability to translate them for non-technical audiences.

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.

Core Competencies:

• Demonstrated experience leading enterprise-scale change initiatives, ideally in regulated or complex environments.

• Proven ability to link change and adoption efforts to measurable business outcomes.

• Strong executive communication, facilitation, and stakeholder management skills.

• Experience working in cross-functional, agile, or product-oriented environments.

Preferences:

• Management consulting professionals with experience leading large-scale digital, AI, or operating model transformations.

• Leaders from enterprise Transformation Offices or Strategy & Transformation teams with accountability for adoption and change.

• Professionals from AI Program Offices, Digital Transformation teams, or Innovation Offices focused on scaling AI beyond pilots.

• Change and transformation leaders from regulated or complex enterprises who have driven behavior change tied to measurable outcomes.

Pay Range:

$145,423-$242,372/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!

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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