Senior Data Product Owner - Wealth Management

LPL Financial; Fort Mill (SC); Vor Ort; USD 109.000 - 182.000; Vollzeit

Zusammenfassung

LPL Financial is seeking a Data Product Owner for Wealth Management data assets in Fort Mill, SC. You will own data products, define requirements, and govern data across account data domains, collaborating with Brokerage, Advisory, Operations, and Compliance teams.

Lead agile ceremonies, prioritize backlogs, and report KPIs and data quality metrics to drive product health and regulatory compliance at scale.

Qualifikationen

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

Aufgaben

• Act as the designated Data Owner for assigned Wealth Management Account data products.
• Own and prioritize Jira epics, features, user stories, acceptance criteria, and product backlogs.
• Participate in sprint planning, backlog refinement, delivery governance, and Agile ceremonies.
• Define business definitions, metadata standards, use cases, and data quality requirements.
• Govern account master data and account lifecycle events across account opening, maintenance, transfers, servicing, restrictions, and closure.
• Manage brokerage, advisory, retirement, custodied, and direct business account datasets.
• Support ownership, registration, entitlement, beneficiary, and authorization data requirements.
• Partner with Brokerage, Advisory, Operations, Service, Compliance, Risk, Legal, and Data Governance stakeholders.
• Ensure alignment across account, participant, advisor, and security data domains.
• Support ACAT transfers, account restrictions, supervisory controls, audits, examinations, and governance reviews.
• Maintain Data Product Charters, Data Product Canvases, data requirement documentation, and user stories.
• Maintain data catalogs, business glossaries, lineage documentation, source-to-target mappings, and attribute definitions.
• Develop and report product KPIs, data quality metrics, and product health dashboards.
• Ensure compliance with regulatory, retention, privacy, and access-control requirements.

Kenntnisse

Agile delivery

Metadata management

Data lineage

Data quality

Ausbildung

Bachelor’s degree in Information Systems, Computer Science, Data Analytics, Finance, Business, or a related field

Tools

Jira

Jobbeschreibung

LPL Financial is seeking a Data Product Owner for Wealth Management data assets in Fort Mill, SC. You will own data products, define requirements, and govern data across account data domains, collaborating with Brokerage, Advisory, Operations, and Compliance teams.

Lead agile ceremonies, prioritize backlogs, and report KPIs and data quality metrics to drive product health and regulatory compliance at scale.