LPL Financial
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 the 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 and addressing the 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. The 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, or Sisense) and data governance tools (Collibra, Alation, or 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 per year. Actual base salary varies based on factors, including but not limited to relevant skill, prior experience, education, internal peer salary, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive, featuring 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. The recruiter will discuss these benefits in detail.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest‑growing wealth‑management firms in the U.S. We support over 29,000 financial advisors and 1,100 financial institutions, servicing and custodian approximately $1.9 trillion in brokerage and advisory assets for roughly 7 million Americans. Our services include advisor affiliation models, investment solutions, fintech tools, and practice‑management services that give advisors and institutions the flexibility to run thriving businesses.
We believe 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.
Information on Interviews LPL will only communicate with a job applicant directly from a @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 or information regarding the 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.
Principals only. EOE.
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Data Product Owners
to support two critical data domains:
TBAR (Transaction Books and Records) : Drive accounting data integrity, reconciliation accuracy, and compliance. Lead the 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 and addressing the 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. The 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, or Sisense) and data governance tools (Collibra, Alation, or 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 per year. Actual base salary varies based on factors, including but not limited to relevant skill, prior experience, education, internal peer salary, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive, featuring 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. The recruiter will discuss these benefits in detail.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest‑growing wealth‑management firms in the U.S. We support over 29,000 financial advisors and 1,100 financial institutions, servicing and custodian approximately $1.9 trillion in brokerage and advisory assets for roughly 7 million Americans. Our services include advisor affiliation models, investment solutions, fintech tools, and practice‑management services that give advisors and institutions the flexibility to run thriving businesses.
We believe 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.
Information on Interviews LPL will only communicate with a job applicant directly from a @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 or information regarding the 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.
Principals only. EOE.
#J-18808-Ljbffr