AVP, Product Management

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

We are hiring two Data Product Owners to support two critical data domains:

• TBAR (Transaction Books and Records): Drive accounting data integrity, reconciliation accuracy, and compliance. Lead roadmap, backlog, and delivery for transactional data platforms, ensuring operational excellence and regulatory alignment.

• PSP (Product, Pricing, and Securities Platform): Lead product strategy and enhancements for pricing and securities data, focusing on pricing accuracy, vendor feeds, valuation methodologies, and data quality.

You will work closely with cross-functional teams to deliver high-impact solutions that improve the client experience and meet business objectives. While TBAR and PSP responsibilities are distinct, the Product Owner will drive alignment in product strategy, Agile delivery, and data governance across both domains.

Responsibilities:

• Own and manage product backlogs for TBAR and PSP, ensuring alignment with business goals and client needs.

• Collaborate with engineering, design, compliance, operations, and other stakeholders to deliver high-quality product enhancements.

• Translate business requirements into clear user stories and acceptance criteria for both TBAR and PSP.

• Prioritize features and enhancements based on client impact, regulatory requirements, and technical feasibility.

• Define and track KPIs to measure product performance, client satisfaction, and operational efficiency.

• Ensure consistency of data definitions, classifications, and taxonomies across accounting and pricing systems.

• Maintain and enrich data dictionaries, lineage views, and business glossaries.

• Develop and document standardized workflows for data issue remediation and vendor management.

• Stay informed on industry trends, regulatory changes, and best practices in financial data management.

• Balance competing priorities and thrive in solving/addressing needs of multiple cross-functional stakeholders.

What are we looking for?

We’re looking for a self-starter who delivers exceptional client experiences and thrives in fast-paced, team-oriented environments. Our ideal candidate can balance competing priorities, is driven to solve complex problems, and excels at engaging with multiple cross-functional stakeholders. We value those who pursue greatness, act with integrity, and contribute to a culture where we win together.

Requirements:

• 6–8+ years of experience in product management, product ownership, data analysis, or data governance within financial services.

• Experience in accounting systems, pricing platforms, or financial reporting preferred.

• Proven ability to manage complex products with multiple stakeholders and dependencies.

• Strong analytical, communication, and organizational skills required.

• Experience with Agile methodologies and tools such as Jira and Confluence.

• Expert-level proficiency in SQL and cloud data platforms (Snowflake, AWS, Databricks, Redshift).

• Experience with BI tools (Tableau, Power BI, Qlik, Domo, Sisense) and data governance tools (Collibra, Alation, AWS Datazone).

• Understanding of SEC/FINRA regulations related to financial data and client communications is a plus.

Preferences:

• Experience working with data visualization or reporting platforms.

• Background in user experience design or client journey mapping.

• Experience leveraging AI to improve outcomes and increase efficiency.

 

Pay Range:

$106,088-$176,813/year
 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. Your recruiter will be happy to discuss all that LPL has to offer!
 

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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 (855) 575-6947.

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