AVP, Product 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

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

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.

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

• 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.

Core Competencies

• 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.

Preferences

• 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.

Pay Range

$109,283.00 - $182,104.00 Actual 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.

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(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. For further information about LPL, please visit www.lpl.com.

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. 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 [phone].

EAC 5.19.26