Demo

VP Data Product Management

Lpl Financial
Lpl Financial Salary
Fort Mill, SC Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/13/2025

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!

Please make an application promptly if you are a good match for this role due to high levels of interest.

LPL Financial (Nasdaq : LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.

Job Overview :

As VP, Data Product Manager you will have the opportunity to shape LPL’s strategic data foundation for the future. This function will focus on the capability of the Transactions Book & Records (TBAR) that stores and maintains the comprehensive set of all positions, balances, and transactions data. In this role, you will connect Business product owners with Technology delivery teams using data to power experiences for our Advisors and Investors.

Responsibilities :

  • Drive the strategic direction and roadmap for the TBAR and related data products.
  • Document calculations, transformations, and requirements for account & portfolio level calculations and values.
  • Monitor and reconcile data daily to ensure consistency and accuracy.
  • Develop executive level presentations and business cases to articulate strategic value of TBAR.
  • Ensure SORs are highly governed and adhere to enterprise architecture and data ingestion patterns.
  • Partner with data product owner peers to develop a comprehensive data strategy.
  • Work with data domain teams to build and maintain new data products.
  • Create, manage, and report on a backlog of prioritized work for your respective SORs.
  • Develop a deep understanding of both data domains and the business products consuming that data.
  • Work with business product owners to translate business requirements into optimized data solutions.
  • Provide both high-level and detailed scoping estimates with Technology partners.
  • Develop and socialize detailed SOR roadmaps.
  • Participate in and advise on data governance tooling and vendor selection.
  • Drive ownership with SOR and technology teams for implementation of data policies and standards.
  • Work with data product analysts to identify data issues and risks.
  • Regularly interview business, product, service, and operations stakeholders to gather feedback on data quality.
  • Partner with business teams to create, prioritize, manage, and communicate the data product backlog.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements :

  • 10 years’ experience with leading the design, development, implementation, and adoption of investment management data products.
  • Experience with compliance, post trade processing, investment book of record and performance and attribution.
  • Demonstrated experience in data and technology supporting portfolio accounting systems.
  • 10 years’ experience with data warehousing, data governance, and management.
  • Strong understanding of Snowflake, AWS, and / or other cloud-based data platforms.
  • Proven experience in individual contributor-level data management roles.
  • Solid knowledge base of data governance including data quality rules coding and implementation.
  • 10 years’ experience with business intelligence tools and report development.
  • Proven ability to influence strategy and decisions across the organization.
  • Core Competencies :

  • Hands-on data analysis, source-to-target mapping, data lineage tracing.
  • Experience coding or reading and understanding data transformations.
  • Experience designing and implementing a variety of data architecture patterns.
  • Experience using and developing in a variety of RDBMS.
  • Experience using data governance tools.
  • Preferences :

  • Wealth management and wealth advisory services industry experience.
  • Prior people leadership experience.
  • Prior experience in a data product management role.
  • Agile and lean delivery methods.
  • Solid understanding of relational, star, snowflake data modeling.
  • Pay Range :

    132,000.00 - $220,000.00 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.

    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.

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    Salary : $132,000 - $220,000

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