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About the Role

The VP, Data Intelligence Transformation is responsible for defining, building, and operationalizing the enterprise Data Intelligence strategy across LPL Financial's integrated data and AI engineering organization. This role serves as a horizontal connector across enterprise data, analytics, AI, and distribution capabilities, establishing the operating model, architecture patterns, governance practices, and technical delivery required to transform governed enterprise data into trusted, reusable intelligence.

Responsibilities

Define and lead the enterprise Data Intelligence operating model, including ownership frameworks, lifecycle practices, governance standards, intake processes, prioritization mechanisms, and delivery models.
Establish and evolve the Cyan Intelligence Marketplace as the enterprise discovery and consumption layer for trusted data products, semantic assets, metadata, context services, APIs, and governed access capabilities.
Lead strategy and technical delivery for enterprise semantic and contextual intelligence services that provide consistent business meaning across analytics, reporting, applications, digital experiences, and AI solutions.
Drive implementation of marketplace capabilities supporting data distribution, API enablement, MCP development, governed MCP access, and additional consumer access channels.
Create an integrated data value lifecycle that connects foundational data platforms, curated assets, semantic services, context management, distribution mechanisms, and consumer-facing experiences.
Partner with AI Engineering and Cyan stakeholders to enable scalable access to authoritative data, business semantics, and contextual intelligence through reusable and governed patterns.
Establish enterprise standards and technical patterns for APIs, events, data sharing, semantic access, and MCP-based consumption, including associated controls, operational expectations, and delivery practices.
Drive consistency across key business domains by partnering with data owners and engineering teams to resolve data definition, lineage, mastering, reference data, and source-of-truth decisions.
Own and manage the cross-LENSai Data Intelligence roadmap, including dependency management, capability sequencing, implementation priorities, and enterprise adoption planning.
Develop performance measures and operating mechanisms that monitor reuse, trust, consumer adoption, time-to-consumption, and business value realization.
Partner with architecture, security, risk, governance, and technology leaders to ensure Data Intelligence capabilities meet security, resiliency, observability, compliance, and regulatory requirements.
Lead executive communications, governance forums, and decision-making processes related to Data Intelligence investments, priorities, tradeoffs, and business outcomes.
Evaluate build-versus-buy decisions and vendor solutions that support semantic, context, metadata, data consumption, integration, and intelligence marketplace objectives.

Requirements

15+ years of progressive leadership experience across enterprise data, data platforms, technology strategy, engineering, architecture, product management, or technical delivery functions.
Demonstrated experience defining and implementing enterprise operating models and translating strategy into executable roadmaps, governance frameworks, and measurable outcomes.
Experience across the enterprise data lifecycle, including data platforms, data modeling, data mastering, semantic technologies, metadata management, data products, APIs, event-driven architectures, and modern consumption patterns.
Experience enabling analytics, reporting, digital products, AI, or agent-based solutions through governed enterprise data, business context, and reusable intelligence capabilities.
Experience leading cross-functional initiatives, influencing stakeholders without direct authority, and communicating complex technical concepts to executive audiences.

Skills

Data Intelligence strategy
Data and AI engineering
Operating model definition
Architecture patterns
Governance practices
Technical delivery
Data transformation
Analytics
Reporting
Applications
Digital products
AI experiences
Cyan Intelligence Marketplace
Enterprise semantic services
Context management capabilities
Data discovery
Data consumption
Data distribution
API enablement
MCP development
Data value lifecycle
Data platforms
Curated assets
Semantic services
Context management
Distribution mechanisms
Consumer-facing experiences
Authoritative data access
Business semantics
Contextual intelligence
Reusable patterns
Enterprise standards
Event-driven architectures
Data sharing
Semantic access
MCP-based consumption
Data definition
Data lineage
Data mastering
Reference data
Source-of-truth decisions
Roadmap management
Dependency management
Capability sequencing
Implementation priorities
Enterprise adoption planning
Performance measures
Operating mechanisms
Reuse monitoring
Trust monitoring
Consumer adoption monitoring
Time-to-consumption monitoring
Business value realization monitoring
Security requirements
Resiliency requirements
Observability requirements
Compliance requirements
Regulatory requirements
Executive communications
Governance forums
Decision-making processes
Build-versus-buy analysis
Vendor solution evaluation
Metadata management
Integration
Intelligence marketplace objectives
Transformative thinking
Integrity in governance and technology decisions
Client success focus
Cross-functional influence
Collaboration
Alignment
Simplification
Measurable impact
Data quality controls
Data security controls
Data privacy controls
Data lineage controls
Data resiliency controls
Data classification controls
Data monitoring controls
Regulated data usage controls
Financial services industry knowledge
Wealth management industry knowledge
Asset management industry knowledge
Advisor data familiarity
Account data familiarity
Position data familiarity
Transaction data familiarity
Security data familiarity
Entity data familiarity
Performance data familiarity
Financial data domains familiarity
AWS familiarity
Snowflake familiarity
Cloud-based data ecosystems familiarity
Semantic technologies familiarity
API architectures familiarity
Microservices architectures familiarity
MCP capabilities familiarity
AI-enabled data platforms familiarity
Global engineering leadership
Global architecture leadership
Global product leadership
Global analytics leadership
Global data organization leadership
Large-scale transformation initiatives leadership

Location

Remote

Work Type

Full-time

Experience Level

15+ years of progressive leadership experience
Senior individual contributor

Salary/Compensations

$163,900.00 - $273,100.00

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, 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.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

Equal Opportunity

Principals only.
EEO