What are the responsibilities and job description for the Head of Data Strategy, Engineering & Analytics position at LPL Financial Holdings, Inc.?
LPL Financial is the #1 independent broker-dealer in the US, a Fortune 500 company, with assets under custody and advisory assets greater than 1.4 trillion USD. It's a fast-growing fintech firm (NASDAQ : LPLA) with more than 22,000 advisors and more than 1000 institutional wealth managers leveraging LPL's technology platform and business services.
At LPL, technology resources are about 35% of the company's total resource pool, clearly demonstrating that technology is not only supporting our business but is truly powering growth and investments. It is an exciting time to be part of LPL technology as we are leveraging the latest and greatest technology and innovation to empower the future growth of the firm.
Why Should You Join the Data Technology Team at LPL Financial?
At LPL Financial, we are on a transformational journey marked by a relentless commitment to innovation and excellence. Our mission is straightforward yet impactful : to empower financial advisors with the most advanced tools and insights, enabling them to offer personalized, efficient, and seamless experiences to their clients.
Central to this mission is our Data Technology team, which is tasked with developing a next-generation data platform that will fundamentally redefine the financial landscape. By leveraging cloud-based technologies, we're not just adapting to the future-we're actively creating it.
This is a pivotal position that sits at the very heart of our strategy and operations. As we make significant investments in our key data assets and platforms, this role emerges as the cornerstone of our mission to revolutionize the way financial services are delivered and experienced by our clients. It's a chance to make a significant impact-not just within our company, but in the broader financial industry and the lives of millions of investors.
Job Overview :
This is a unique opportunity for a seasoned leader to step into the newly established role of Senior Vice President, Data Technology, and drive transformational impact. As an SVP Head of Data Strategy, Engineering & Analytics you'll report directly to the CIO of Data Technology, positioning you at the strategic heart of data innovation and analytics enablement for the organization.
In this influential role, you'll spearhead a comprehensive transformation of Data Lake, Data Warehouse, and Data Analytics. Leveraging AWS, Snowflake, Tableau, and other cutting-edge technologies, you'll drive forward our mission of providing unparalleled data and analytics services to our independent advisors, firms, and large institutional clients. Beyond client services, you'll champion the democratization of analytics, ensuring that our internal teams can access, analyze, and act upon data insights more efficiently than ever.
This role is ideal for a forward-thinking, visionary leader who thrives on innovation, partnership, and measurable impact. Join us as we redefine data technology and deliver meaningful, data-driven outcomes for advisors, firms, institutions, and internal teams.
Responsibilities
As SVP, of Data Technology, you will be entrusted with a range of critical responsibilities that are pivotal to our mission and strategic outcomes.
- Strategic Data Leadership : Lead the end-to-end transformation of the data ecosystem, establishing best-in-class practices across Data Lake, Data Warehouse, and Data Analytics to empower independent advisors, firms, and institutional clients as well as our internal users.
- Team Leadership and Development : Manage and inspire a high-performing team of data engineers, data architects, and platform specialists. Foster a culture of innovation, collaboration, and continuous learning.
- Data Infrastructure Oversight : Lead all data engineering functions, including the development and management of LPL's data lakes, warehouses, BI, and AI / ML platforms, to ensure efficient data storage, processing, and analytics capabilities.
- Data Analytics and BI Leadership : Drive the adoption of data visualization, advanced analytics, business intelligence (BI), and machine learning to enhance decision-making processes across LPL's advisor network and institutional partners.
- Cloud-First Strategy : Architect and deploy scalable cloud-based data solutions using technologies like AWS, Snowflake, and AI / ML platforms, ensuring security, resilience, and real-time processing.
- Budget Management and Cost Optimization : Oversee the budget, ensuring the team delivers on objectives within financial parameters. Implement strategies to optimize cloud costs, resource allocation, and technology investments, driving operational efficiency
- Collaboration with Stakeholders : Partner closely with business leaders, product managers, and technology peers to ensure data initiatives align with organizational goals and deliver tangible business value.
- Data Democratization : Champion domain-based design, data accessibility, and usability, designing scalable solutions to support internal stakeholders and democratize analytics across the organization /
- Regulatory Compliance & Data Governance : Ensure adherence to regulatory standards and data governance practices, promoting data integrity, security, and trustworthiness across platforms.
- Innovation and Continuous Improvement : Stay at the forefront of data technology trends, bringing new ideas and innovations to keep LPL's data platforms competitive and future-ready.
- Advisor & Investor Experience Champion : Engage directly with financial advisors to understand their needs, driving technological solutions that enhance their ability to serve clients effectively and efficiently.
What Are We Looking For?
A leader who is interested in an opportunity to lead data technology at one of the fastest-growing fintech firms in the country. We are seeking a data visionary to join LPL Financial and be a part of a transformative journey that is shaping the future of financial services.
Requirements :
Technical Competencies
Core Competencies
LI-PA
Pay Range :
232,600.00 - $387,600.00
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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 @lp lfinancial.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.
Salary : $232,600 - $387,600
