Data Product Owner, Wealth Management

LPL Financial; Austin (TX); On-site; USD 109,000 - 182,000; Full time

Job summary

LPL Financial is seeking an Assistant Vice President, Data Product Owner to own Wealth Management data products and govern their lifecycle. This individual contributor role partners with engineering and business stakeholders to define requirements, ensure data quality, and drive adoption of high-quality data products.

You will manage definitions, metadata, backlogs, and roadmaps, translate business needs into technical specs, and collaborate across risk, compliance, and legal to support

Qualifications

• 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.

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.

Skills

Data product ownership

AI tooling proficiency

Cross-functional collaboration

Data governance

Attention to detail

Tools

AI platforms

Data governance tools

Job description

LPL Financial is seeking an Assistant Vice President, Data Product Owner to own Wealth Management data products and govern their lifecycle. This individual contributor role partners with engineering and business stakeholders to define requirements, ensure data quality, and drive adoption of high-quality data products.

You will manage definitions, metadata, backlogs, and roadmaps, translate business needs into technical specs, and collaborate across risk, compliance, and legal to support