Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Own and govern Account data products across the account lifecycle, including account opening, maintenance, transfers, servicing, restrictions, and closure. Accountable for account data quality, governance, adoption, and operational effectiveness. Establish ownership of account data products, deliver trusted and governed datasets, improve data quality and lineage, embed governance into delivery processes, support regulatory and operational initiatives, and define measurable product outcomes.

Responsibilities:

• Act as the designated Data Owner for assigned Wealth Management Account data products.

• Own and prioritize Jira epics, features, user stories, acceptance criteria, and product backlogs.

• Participate in sprint planning, backlog refinement, delivery governance, and Agile ceremonies.

• Define business definitions, metadata standards, use cases, and data quality requirements.

• Govern account master data and account lifecycle events across account opening, maintenance, transfers, servicing, restrictions, and closure.

• Manage brokerage, advisory, retirement, custodied, and direct business account datasets.

• Support ownership, registration, entitlement, beneficiary, and authorization data requirements.

• Partner with Brokerage, Advisory, Operations, Service, Compliance, Risk, Legal, and Data Governance stakeholders.

• Ensure alignment across account, participant, advisor, and security data domains.

• Support ACAT transfers, account restrictions, supervisory controls, audits, examinations, and governance reviews.

• Maintain Data Product Charters, Data Product Canvases, data requirement documentation, and user stories.

• Maintain data catalogs, business glossaries, lineage documentation, source-to-target mappings, and attribute definitions.

• Develop and report product KPIs, data quality metrics, and product health dashboards.

• Ensure compliance with regulatory, retention, privacy, and access-control requirements.

What Are We Looking For?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value individuals who embrace creativity and continuous improvement while contributing to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in Information Systems, Computer Science, Data Analytics, Finance, Business, or a related field.

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

• Experience in Data Product Ownership, Product Management, Data Governance, or Data Management.

• Experience working in large enterprise environments.

• Experience with Agile delivery, Jira, metadata management, data lineage, and data quality practices.

Preferences:

• Experience with enterprise data governance platforms and data catalogs.

• Knowledge of regulatory and supervisory requirements within Wealth Management.

• Experience supporting advisor, operations, compliance, and client servicing functions.

Pay Range:

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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 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.

EAC 5.19.26