AVP, Data Product Leadership – Wealth Management

LPL Financial; Fort Mill (SC); On-site; USD 109,000 - 182,000; Full time

Job summary

LPL Financial is seeking an Assistant Vice President, Data Product Owner to own and manage Wealth Management data products. This individual contributor role drives day-to-day ownership, execution and governance of datasets, collaborating with engineering, data stewards, and business stakeholders to define requirements and ensure high-quality data products.

You will champion data quality, manage the product backlog, and enable adoption across the organization while aligning with regulatory and

Qualifications

• 6–10+ years of experience in Wealth Management or Financial Services.
• Proficiency using AI tools to identify and drive automation across data products.
• Experience designing AI-driven agents to streamline workflows and improve operational efficiency.
• Experience integrating AI capabilities into existing data product frameworks, including governance activities.
• Understanding of emerging AI use cases and the ability to translate them into scalable, business-aligned solutions.

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 with Data Stewards.
• Evaluate datasets for fitness-for-purpose and support data access decisions within governance guardrails.
• Prioritize and manage enhancements through the data product backlog and roadmap.
• Act as the primary point of contact for consumers of data products.
• Support Wealth Management domains including clients/participants, accounts and transactions, 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 artifacts such as product charters, canvases, backlogs, and roadmaps.
• Partner with delivery teams to ensure requirements are actionable.
• Identify and manage Critical Data Elements (CDEs).
• Monitor data quality metrics and drive remediation of defects and issues.
• Escalate material data risks to leadership when necessary.
• Collaborate with engineering and data custodians on structures, lineage, and schema changes.
• Translate business requirements into technical specifications.
• Utilize data governance and catalog tools.
• Partner with Risk, Compliance, Legal, and other stakeholders on enterprise initiatives.

Skills

Ownership mindset

Communication

Data product concepts

Collaboration

Risk & governance awareness

Tools

AI tools & platforms

AI-driven agents

Data governance tools

Data cataloging

Job description

LPL Financial is seeking an Assistant Vice President, Data Product Owner to own and manage Wealth Management data products. This individual contributor role drives day-to-day ownership, execution and governance of datasets, collaborating with engineering, data stewards, and business stakeholders to define requirements and ensure high-quality data products.

You will champion data quality, manage the product backlog, and enable adoption across the organization while aligning with regulatory and