AVP, Cyan Experience & Advisor AI Workspace
Core
Own product strategy, roadmap, and end-to-end user experience for Cyan, LPL's unified AI-powered advisor workspace that orchestrates AI capabilities for financial advisors.
Role type
Senior Product Manager (AI Workspace)
Builds
Unified AI advisor workspace integrating servicing, financial planning, and knowledge workflows
Domain
Financial services / Wealth management / AI productivity
Deliverable
product features
Required skills
Product strategy, roadmap planning, cross-functional leadership, user experience design, adoption metrics, stakeholder management, data synthesis
Preferred skills
AI copilots, conversational AI, financial planning, platform products, responsible AI practices
Technologies
AI platforms, conversational interfaces
Responsibilities
Define advisor journeys and product capabilities, lead roadmap planning and backlog prioritization, synthesize feedback and analytics to inform decisions, drive alignment across Product, Engineering, and Operations, measure adoption and business value
Seniority
Senior, hands-on IC
