LPL Financial

AVP, Data Reporting Manager

LPL Financial$119K — $198K *
Enterprise Technology
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12+ years in BI/analytics roles
  • 5+ years of technical leadership experience as a tech lead or manager
  • 3+ years of experience using Tableau Cloud
  • 1+ year experience with Generative AI
  • Tableau Certification preferred, AWS GenAI Certification preferred, Bachelor's degree preferred

Responsibilities

  • Lead the enterprise Tableau Cloud strategy, including roadmap and platform evolution
  • Establish standards for certified data and governed self-service analytics
  • Ensure BI solutions support various reporting needs including financial and operational
  • Partner with cross-functional teams to enable AI-assisted analytics
  • Define and maintain the BI governance framework for data access and performance
  • Oversee scalability, performance, and cost efficiency of BI systems
  • Translate business requirements into BI architecture and delivery roadmaps
  • Drive adoption and value realization of analytics across the enterprise

Benefits

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

The AVP, Data Reporting Manager, leads the strategy, governance, and delivery of LPL's enterprise Business Intelligence capabilities. This role is responsible for advancing Tableau Cloud, enabling AI-driven analytics, and ensuring scalable, reliable, and governed data solutions in partnership with business, finance, and technology leaders. This role offers the opportunity to advance cloud-based BI platforms and integrate responsible AI capabilities to deliver scalable, high-impact insights to executive and business stakeholders. You will strengthen trust in enterprise BI, maximizes ROI of Tableau Cloud, enable scalable decision-making, and accelerate modernization through responsible AI adoption.

Responsibilities:

  • Lead the enterprise Tableau Cloud strategy, including roadmap development, platform evolution, and adoption across stakeholders
  • Establish standards for certified data assets, reporting consistency, and governed self-service analytics
  • Ensure BI solutions support financial, management, and operational reporting
  • Partner with Data, Analytics, and AI teams to enable AI-assisted insights and augmented analytics
  • Ensure analytics capabilities are secure, compliant, explainable, and aligned with governance standards
  • Define and operate the BI governance framework, including access, lifecycle management, and performance standards
  • Oversee platform scalability, performance, usage, and cost efficiency
  • Translate business requirements into scalable BI architecture and delivery roadmaps
  • Lead prioritization, sequencing, and risk management across BI initiatives
  • Ensure delivery quality, release readiness, and platform reliability
  • Act as a strategic partner to business, finance, product, and technology leaders
  • Communicate roadmap, progress, and platform capabilities to senior stakeholders
  • Drive adoption and value realization of enterprise analytics
  • Build and lead high-performing teams, including mentorship and performance management


Requirements:

  • 12+ years in BI/analytics roles
  • 5+ years of technical leadership experience as a tech lead or manager
  • 3+ years of Tableau Cloud
  • 1+ years of GenAI experience


Core Competencies:

  • Proven track record of successfully managing projects and leading initiatives
  • Excellent analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
  • Strong communication (written and verbal) and interpersonal skills, capable of influencing and collaborating effectively at all levels.
  • Demonstrated leadership abilities, including team building, mentorship, and performance management.
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment.
  • Strong organizational skills and attention to detail.


Preferences:

  • Tableau Certification
  • AWS GenAI Certification
  • Bachelors degree


#LI-Hybrid

Pay Range:
$119,068.00 - $198,378.00
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

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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