AVP, Data Product Owner for Investment Management

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:

Our Direct Business platform is a key strategic differentiator for the firm, providing advisors with the flexibility to offer a wide range of non-custodial products.

We are seeking an AVP, Data Product Owner to join this dynamic team and lead the data strategy and execution for our Investment Management product portfolio, with an initial and primary focus on the ongoing transformation of our core Direct Business platform.

This is a leadership role responsible for defining and driving the data product roadmap for critical data domains. You will act as the central point of ownership for these data assets, ensuring they meet the highest standards of quality and governance. You will partner closely with senior business and technology stakeholders to align the data strategy with our firm's broader product goals, including our multi-year initiative to modernize the Direct Business platform and unlock new revenue opportunities. You will also act as a key liaison between scrum teams and business stakeholders, ensuring the teams build the right solutions at the right time to maximize business value.

Responsibilities:

• Data Strategy & Vision: Define and champion the product vision and roadmap for Investment Management products, ensuring alignment with the overall product strategy and firm-wide data governance principles.
• Data Governance & Stewardship: Act as the primary steward for your data domains, establishing and enforcing data quality rules, access controls, and security protocols.
• Stakeholder Partnership: Foster deep collaboration between business, technology, and operations teams. Act as a primary liaison to translate high-level business needs into a clear and actionable data product backlog.
• Roadmap Execution: Own and prioritize the data product backlog, working with scrum teams to deliver features, enhancements, and foundational data capabilities.
• Knowledge & Best Practices: Foster a culture of data literacy and knowledge sharing, ensuring that data is treated as a critical, shared asset across the organization.

What are we looking for? We want strong collaborators who can deliver a world-class data platform. 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:

• 5+ years of experience in data-focused product management, product ownership, or business systems analysis, preferably within financial services.
• 5+ years as a Product Owner or Product Manager in a complex, enterprise-scale Agile/Scrum environment.
• Proven expertise in data governance, data quality management, and defining data requirements for large-scale platforms.
• Expert proficiency with Jira and Confluence for creating and managing product roadmaps, backlogs, and strategic documentation. 

Core Competencies:

• Strategic Thinking: The ability to translate complex business goals into a clear and actionable data product strategy.
• Influence & Leadership: Proven ability to drive outcomes and align cross-functional teams and senior stakeholders without direct authority.
• Expert Communication: Exceptional skills in presenting complex data concepts and strategies to both technical and non-technical audiences at all levels of the organization.
• Data-Driven Decision Making: Strong analytical skills with a demonstrated ability to use data to evaluate opportunities, define success metrics, and drive prioritization.
• Risk Management: Proactively anticipates, identifies, and manages risks related to data quality, security, and project delivery.

Preferences:

• Bachelor's Degree in a technical or business-related field.
• Deep technical background with an expert understanding of data architecture, SORs, APIs, and data modeling.

#Li-Hybrid

Pay Range:

$106,088-$176,813/yearActual 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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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