LPL Financial

AVP, Product Owner, Participant and Party Data

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: Fort Mill • California, New York, North Carolina, Texas • 🇺🇸 United States

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Salary

💰 $106,088 - $176,813 per year

Job Level

Lead

Tech Stack

SQL

About the role

  • Own the vision, strategy, and roadmap for Participant/Party SOR capabilities and integrations across the advisor platform.
  • Collaborate with business, data, and technology stakeholders to ensure alignment on goals, requirements, and governance principles.
  • Serve as liaison to Commonwealth and future M&A integration teams for metadata documentation, data quality, and lineage validation.
  • Write and manage epics, stories, and acceptance criteria in Jira, ensuring traceability between business and technical requirements.
  • Define and maintain data governance standards, including quality rules, scorecards, and SOR documentation in Confluence.
  • Oversee data profiling, lineage analysis, and validation to ensure integrity across source and target systems.
  • Lead and mentor team members in agile practices, sprint planning, and continuous improvement.
  • Monitor and communicate project progress, risks, and dependencies, driving resolution and stakeholder transparency.
  • Advocate for customer-centric, data-driven decision-making and continuous improvement of data quality and usability.

Requirements

  • Bachelor’s degree in related field (advanced degree preferred).
  • 7+ years in data-centric product ownership, data management, or governance roles within financial services or fintech.
  • 5 plus year experience with SQL, data modeling (star/snowflake), and data governance tools.
  • 5 plus years experience translating complex data concepts into business value and vice versa.
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • competitive rewards package

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SQLdata modelingdata governancedata profilinglineage analysisagile practicesepicsstoriesacceptance criteria
Soft skills
collaborationleadershipmentoringcommunicationcustomer-centric decision-makingstakeholder managementcontinuous improvement