Wealth Management Data Product Owner (AVP)

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

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 data quality, governance, and usability for critical datasets used by clients, accounts, transactions, and pricing.

Collaborating with engineering, data stewards, and business stakeholders, you will translate business needs into technical specs, manage the backlog, and shepherd data products through their lifecycle while ensuring

Qualifications

• 6–10+ years of experience in Wealth Management or Financial Services.
• 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.

Skills

Wealth Management experience

AI tools proficiency

AI-driven agents

Data governance

AI use cases

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 data quality, governance, and usability for critical datasets used by clients, accounts, transactions, and pricing.

Collaborating with engineering, data stewards, and business stakeholders, you will translate business needs into technical specs, manage the backlog, and shepherd data products through their lifecycle while ensuring