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About the Role
LPL Financial is seeking an Assistant Vice President, Data Product Owner (DPO) to own and manage Wealth Management data products. This individual contributor role is responsible for the day-to-day ownership, execution, and governance of assigned datasets, ensuring they are accurate, usable, and aligned with business needs. The role partners closely with engineering, data stewards, and business stakeholders to define requirements, manage data quality, support governance activities, and drive adoption of high-quality data products across the organization.
Responsibilities
- Serve as the named Data Owner for assigned Wealth Management data products.
- Define and maintain business definitions, metadata, data product documentation, use cases, and consumer information.
- Establish and maintain data quality rules, thresholds, and monitoring practices in partnership with Data Stewards.
- Evaluate datasets for fitness-for-purpose and support data access decisions within established governance guardrails.
- Prioritize and manage enhancements through the data product backlog and roadmap.
- Act as the primary point of contact for consumers of assigned data products.
- Support Wealth Management domains including clients/participants, accounts and transactions, and securities and pricing.
- Ensure data products support operational, business, and regulatory use cases.
- Execute data product lifecycle activities including defining, building, publishing, operating, and enhancing data products.
- Maintain data product artifacts such as product charters, product canvases, backlogs, and roadmaps.
- Partner with delivery teams to ensure requirements are documented and actionable.
- Identify and manage Critical Data Elements (CDEs).
- Monitor data quality metrics and trends and drive remediation of data defects and issues.
- Escalate material data risks to appropriate leadership when necessary.
- Collaborate with engineering and data custodians to review data structures, transformations, lineage, and schema changes.
- Translate business requirements into technical specifications.
- Utilize enterprise data governance and data catalog tools.
- Partner with Risk, Compliance, Legal, and other stakeholders to support enterprise initiatives requiring trusted data products.
Requirements
- 6–10+ years of experience in Wealth Management or Financial Services.
- Demonstrated proficiency using AI tools and platforms to identify and drive automation opportunities across data products.
- Experience designing, creating, updating, and onboarding AI-driven agents to streamline workflows and improve operational efficiency.
- Experience integrating AI capabilities into existing data product frameworks, including optimization and governance activities.
- Understanding of emerging AI use cases and the ability to translate them into scalable, business-aligned solutions.
- Strong ownership mindset and attention to detail.
- Execution-focused and solution-oriented.
- Clear communicator across business and technical teams.
- Comfortable working in structured governance environments.
- Establish clear ownership for assigned WM data products.
- Strong understanding of Wealth Management data domains and use cases.
- Experience with data product ownership, product management, or data governance.
- Experience working with data quality management, metadata management, and data governance practices.
- Experience collaborating with engineering, platform, risk, compliance, and legal stakeholders.
- Experience supporting wealth management data domains such as clients, participants, accounts, transactions, securities, and pricing.
Skills
- AI tools and platforms
- AI-driven agents
- Data product frameworks
- Data governance
- Data catalog tools
- Wealth Management data domains
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 6-10+ years
Salary/Compensations
- $109,283.00 - $182,104.00
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
About the Company
- 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.
- 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.
- Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.
Equal Opportunity
- Principals only. EOE.