Full Job Description
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.
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:
$109,283.00 - $182,104.00
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!