AVP Data Product Analyst

LPL Financial Holdings, Inc.$103K — $172K *
Information Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in data warehouse design, data management, governance, or analytics; expert in SQL coding and reading.
  • 5+ years with BI tools like Tableau or PowerBI; experience in report development.
  • Background in roles like data analyst or BI analyst; experience in data management tasks.
  • Strong knowledge of data governance; coding and implementing data quality rules.
  • Familiarity with governance tools like Collibra or AWS Datazone.

Responsibilities

  • Author and document data quality rules within operational and analytical domains.
  • Develop data profiling and alerting capabilities using ETL tools and commercial management tools.
  • Standardize processes for remediating data issues across teams.
  • Translate business requirements into data needs and solutions for Advisors and Investors.
  • Build and maintain data lineage views across data ecosystems from source to target.
  • Create and maintain data dictionaries at the attribute level for accountable domains.
  • Collaborate with peers to standardize data definitions and classifications.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:

As AVP, Data Product Analyst, you will have the opportunity to shape LPL’s strategic data foundation for the future. In this role, you will connect Business product owners with Technology delivery teams using data to power applications and experiences for our Advisors and Investors. You will be accountable for multiple domains of data that power products including Advisor and Investor platforms, performance reporting, supervision, account lifecycle management, billing, compensation, trading, money movement, proposal generation, CRM, BI reporting and institutional data distribution, etc.

Responsibilities:
  • Author both operational and analytical data quality rules for respective data and business domains. Document the rules and partner with technology teams and engineers to have the rules built into data pipelines, APIs, a commercial tool quality framework, etc.

  • Develop data profiling, quality, and alerting capabilities leveraging database and ETL capabilities (DBT, Airflow, SQL, etc.) or commercial data management tools (Collibra, Alation, atlan, AWS Datazone, data.world, etc.)

  • Develop and document standardized processes and workflows for remediating data issues by working with Relationship Management, Servicing, and Operations teams. Assist with data issue research, impact analysis, and fixes by partnering with support and technology teams.

  • Translate business product, application and capability requirements for Advisors and Investors into data needs and solutions. These include business logic and transformations specs for data pipelines, inputs and business context for data modeling and logic embedded in consuming APIs.

  • Utilize homegrown solutions, commercial data governance tools, or Excel, to build and document data lineage views of data transformations across the data ecosystems from source to target. Maintain data lineage artifacts and leverage them for data research and remediation efforts. Work with enterprise data architects to document data flows in conceptual and reference architecture diagrams for accountable data and business domains.

  • Use either commercial governance tools or manually capture, document, and maintain data dictionaries at the attribute level for accountable domains. Partner with the enterprise data modelling team to ensure consistency of data definitions, classifications, taxonomies, hierarchies, etc. across data assets and consuming applications.

  • Work with data product peers to identify inconsistencies in data to standardize on data definitions, code sets, naming conventions, classifications, consumption contracts, and taxonomies.

  • Define and configure workflows, metadata structures, data quality rules, and classification schemes based on defined requirements.

  • Author and enter Feature and Story-level work in Jira for technology teams to execute against.

  • Work with data domain teams and the enterprise modeling team to understand both the domain-level data models and the enterprise data model to determine if fit for purpose for new project intake or if changes are required for the data domain. Provide scope and level of complexity if development work needed. Document drift and gaps between the enterprise logical data model and domain-level physical data models.

  • Represent data and participate in QE and end-to-end testing of data products.

  • Populate and enrich the business glossary or data dictionary and supporting and resolving data quality issues.

  • Leverage software. Applications, and tooling to construct, monitor, govern and maintain new data products for the company. Data products will be developed on both the producing and consuming sides of the organization.

  • Manage the data sharing and data delivery agreements as defined by the Data Design Authority, business stakeholders, data modeling and engineering teams.

  • Accountable for partnering with engineering to implementation and execution of the data quality and privacy rules.

  • Ensure alignment of data schemas, models, contracts, and templates from ingestion to the enterprise data model to systems of record domains to consumption layers. Align and govern physical models to logical data models.

  • Partner with the Risk organization for data archiving, retention, privacy, and data destruction policies and requirements for critical data elements.

  • Business metadata management across accountable data domains and data products.

  • Onboard, govern and certify new CDEs introduced into the data ecosystem. 

  • Perform technical traceability mapping and data lineage tracking.

  • Validate and certify new data sources.

  • Partner with data domain (SOR) teams and business stakeholders to author and implement data quality rules and standards.

  • Operational oversight of data quality rules execution in partnership with Engineering and Operations.

  • Partner with a variety of internal support and Operations teams to build data quality scorecards, data exception reports, and ultimately assist teams with data enrichment and remediation when required.

  • Track data issues and risks and develop associated mitigation strategies for corresponding business domains.

  • Update central metadata repository with business metadata content including business terms, definitions, classifications, and data quality rules.

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:

  • Minimum of 7 years’ experience in data warehouse design, data management, data governance, business intelligence and analytics, or similar; and a minimum of 7 years and expert level use of reading and coding in SQL.

  • Minimum of 5 years’ experience with business intelligence tools and report development in tools like Tableau, Microsoft PowerBI, Domo, Qlik, Sisense, etc.

  • Experience in individual contributor-level data management roles like data analyst, data modeler, data pipeline engineer, BI analyst, or developer.

  • Knowledge base of data governance including data quality rules coding and implementation, data catalogs, quality scorecard development, data lineage, mastering data, and reference data management.

  • Experience using (data steward) or implementing (technology) data governance tools like Collibra, AWS Datazone, Alation, atlan, data.world, etc.

Core Competencies:
  • Hands-on data analysis, source-to-target mapping, data lineage tracing, remediation, etc.

  • Experience coding or reading and understanding data transformations in pipelines.

  • Experience designing and implementing a variety of data architecture patterns.

  • Experience using and developing in a variety of RDBMS like AWS, Databricks, Snowflake, Redshift, etc.

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 and associated tools like Confluence, Jira, etc.

  • Solid understanding of relational, star, snowflake data modeling.


Pay Range:

$103,309.00 - $172,113.00
 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!
 

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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