LPL Financial · 14 hours ago
AI Change & Adoption Lead (AI Delivery Office)
New York
Full-time
Onsite
Senior Level, Lead/Staff
$145K/yr - $242K/yr
8+ years expLPL Financial is a leading wealth management firm in the U.S. seeking an AI Change & Adoption Lead to drive the integration of AI into their operations. This role focuses on ensuring that AI initiatives lead to meaningful changes in productivity and decision-making across the organization.
FinanceFinancial Services
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
Qualification
Required
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
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
Preferred
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
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-09
2026-01-09
GlobeNewswire
2026-01-09
Company data provided by crunchbase