AVP, Data Product Owner – Wealth Management Participant Data Domain

LPL Financial LLC; Hyderabad; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

LPL Financial LLC in Hyderabad seeks a Data Product Owner to lead participant data products across the investor lifecycle. You will own data quality, governance, adoption and business value delivery for participant-focused datasets.

Responsibilities include owning Jira epics, defining metadata and data definitions, and collaborating with cross-functional teams to ensure data consistency across CRM and wealth management platforms.

Qualifications

• Bachelor’s degree in information systems, Computer Science, Data Analytics, Finance or related field.
• 6–10+ years of Wealth Management or Financial Services experience.
• Experience in Data Product Ownership, Product Management, Data Governance or Data Management.
• Experience in large enterprise environments and agile delivery with Jira, metadata and data quality.
• Knowledge of data lineage and enterprise data catalogs is a plus.

Responsibilities

• Own data products across the investor lifecycle and ensure business value delivery.
• Own Jira epics, features, stories, acceptance criteria and backlog prioritization.
• Participate in sprint planning, refinement and delivery governance.
• Define metadata, use cases and data quality requirements for datasets.
• Manage master data for participants, leads, prospects, clients, households and relationships.
• Govern KYC, CIP, suitability, demographics, contact and segmentation data.
• Support onboarding, servicing and offboarding processes.
• Drive identity resolution, householding and relationship management capabilities.
• Partner with Advisor, Marketing, Service, Operations and Compliance teams.
• Ensure data consistency across CRM and Wealth Management platforms.

Skills

Data Product Ownership

Agile Delivery

Data Governance

Stakeholder Collaboration

Data Lineage

Education

Bachelor's degree in information systems

Tools

Jira

Data Catalog

Job description

Where Ambition Meets Innovation At LPL’s Global Capability Center, you'll find a collaborative culture where your voice matters, integrity guides every decision, and technology fuels progress. Your skills, talents, and ideas will redefine what's possible. LPL's success reflects its exceptional employees, who together pursue one noble purpose: empowering financial advisors to deliver personalized advice for all who need it. We’re proud to be expanding and reaching new heights in Hyderabad. Join us as we create something extraordinary together. Reports To: VP / Strategic Data Lead

Job Overview

Own and govern Participant data products across the investor lifecycle, including leads, prospects, clients, households, relationships, onboarding, servicing, and offboarding. Accountable for data quality, governance, adoption, and business value delivery across participant-focused datasets.

Responsibilities

• Data Product Ownership & Agile Delivery Act as the named Data Owner for assigned data products
• Own Jira epics, features, stories, acceptance criteria, and backlog prioritization
• Participate in sprint planning, refinement, and delivery governance
• Define business definitions, metadata, use cases, and data quality requirements
• Own participant, prospect, client, investor, and household master data
• Manage lead-to-prospect-to-client lifecycle data and business rules
• Govern KYC, CIP, suitability, demographic, contact, and segmentation data
• Support client onboarding, servicing, and offboarding processes
• Drive identity resolution, householding, and relationship management capabilities
• Partner with Advisor, Marketing, Service, Operations, and Compliance teams
• Ensure consistency of participant data across CRM and Wealth Management platforms

Data Product Artifacts

• Maintain Data Product Charter and Canvas
• Create Data Requirement Documents and user stories
• Maintain data catalog, business glossary, and lineage documentation
• Maintain source-to-target mappings and attribute definitions
• Provide KPI reporting and product health dashboards

Governance, Risk & Compliance

• Partner with Risk, Compliance, Legal, and Data Governance teams
• Ensure compliance with regulatory, retention, privacy, and access-control requirements
• Support audits, examinations, and governance reviews

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• Bachelor’s degree in information systems, Computer Science, Data Analytics, Finance, Business, or related field
• 6–10+ years of Wealth Management or Financial Services experience
• Experience in Data Product Ownership, Product Management, Data Governance, or Data Management
• Experience working in large enterprise environments
• Experience with Agile delivery, Jira, metadata, lineage, and data quality practices

Preferences

• Master’s degree
• Experience within the financial or wealth management industry

Core Competencies

• Experience with enterprise data governance platforms and catalogs
• Knowledge of regulatory and supervisory requirements in Wealth Management
• Experience supporting advisor, operations, compliance, and client servicing functions

LPL Global Business Services, LLP - PRIVACY POLICY