Data & AI Value and Benefits Lead

LPL Financial•San Diego, CA

1d•$119,158 - $198,597•Hybrid

About The Position

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.

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.
Excellent stakeholder management skills with demonstrated ability to influence senior leadership and technical teams.
Advanced MS365 Skills (PowerPoint, Word, Excel)

Nice To Haves

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

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