Data & AI Value and Benefits Lead

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 Data & AI Value and Benefits Lead is responsible for the value, financial, and outcome backbone of the Data & AI Delivery Office.  
  
This role ensures that Data and AI initiatives have clear business cases, budget and capacity visibility, and transparent tracking of outcomes, and that executive decision-makers receive clear, outcome-focused materials.  
  
The role does not own delivery execution and does not have veto authority on scale decisions but provides the financial and outcome inputs that inform those decisions.  

Responsibilities:

Value-Backed Data & AI Initiatives 

• Develop and maintain standardized business case templates for Data & AI initiatives 

• Review and validate value assumptions in partnership with Finance and initiative owners 

• Track expected versus realized outcomes for scaled initiatives 

Financial Control of the Data & AI Portfolio 

• Maintain an integrated Data & AI budget view, including actuals, forecasts, and variances 

• Partner with Finance to track performance against approved budgets 

• Surface budget risks, tradeoffs, and investment implications to Delivery Office and CDAO leadership 

Single Source of Financial & Value Truth 

• Maintain value, cost, and dependency inputs for the Data & AI portfolio source-of-truth 

• Provide standardized financial and value inputs to Enterprise PMO (EPMO) for monthly executive reporting 

• Align Finance, AI Hub, and Delivery Office stakeholders on consistent value definitions and measures 

Executive-Ready Data & AI Narrative 

• Develop value, budget, and outcome content for executive leadership and Board-level materials 

• Track decisions and follow-ups from AI Strategy Executive Forums and Steering Committees 

• Ensure executive materials clearly connect investment decisions to outcomes achieved 

Outcome-Driven Vendor Performance 

• Govern delivery-related vendor statements of work (SOWs) from a value and outcomes perspective 

• Track vendor spend against expected benefits and delivery milestones 

• Surface vendor performance risks to Delivery Office leadership 

Early Visibility to Portfolio Risks 

• Identify cross-organizational risks related to funding, capacity, and data readiness 

• Escalate risks with clear impact statements and actionable resolution options 

• Track mitigation and resolution of material risks impacting value or delivery 

Stronger Value Discipline Across Teams 

• Build reusable templates for business cases, value tracking, and reporting 

• Support capability development in value management and financial thinking 

• Maintain a network of value and benefits champions across initiatives 

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:

• A bachelor’s degree in Business Administration, Finance, Economics, Computer Science, Information Systems or related fields. 

• 2+ years of experience in product management, management consulting, finance, project management or as a Chief of Staff.  

• 3+ years experience with data and analytics, financial management, digital transformation, or technology delivery. 

• 3+ years with JIRA, Confluence, and other agile project management tools. 

• 2+ years experience in financial services or highly regulated industries is strongly preferred. 

Core Competencies:

• Excellent stakeholder management skills with demonstrated ability to influence senior leadership and technical teams. 

• Advanced MS365 Skills (PowerPoint, Word, Excel) 

#LI-Hybvrid

 

Pay Range:

$119,158-$198,597/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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