Capability Data Product Owner - Account Lifecycle Management
LPL Financial
•
Fort Mill, SC
0
0
0
0
Not Applicable
Posted March 13, 2026
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Responsibilities
Commitments
Responsibilities
- Stakeholder Communication & Collaboration
- Act as the primary liaison between product managers, architects, business stakeholders, and technical teams.
- Facilitate clear, consistent, and proactive communication across cross-functional teams.
- Collaborate with Compass integration teams to gather metadata, documentation, and data samples.
- Champion a customer-centric mindset, ensuring data products meet user needs and deliver measurable value.
- Jira Ticket Management
- Define and document data requirements and acceptance criteria for user stories.
- Maintain traceability between business requirements and technical implementation.
- Monitor progress of Compass-related features and stories, raising blockers and dependencies proactively.
- Scrum & Agile Participation
- Represent the data product team in all scrum ceremonies including sprint planning, refinement, retrospectives, and daily standups.
- Partner with Compass integration teams to support agile delivery and ensure alignment on data needs.
- Data Analysis & Profiling
- Provide actionable insights to stakeholders through data exploration and analysis.
- Support data-driven decision-making across teams.
- Lead and guide Data Analysts in validating reported issues and performing production data validation across environments.
- Data Quality & Governance
- Ensure data products adhere to quality standards and governance protocols.
- Support documentation and change management processes, especially regarding impacts to existing Systems of Record (SORs).
- Promote best practices in data stewardship and compliance.
- Documentation & Reporting
- Create and maintain business requirement documents (BRDs), use cases, and user stories.
- Post and manage relevant artifacts in Confluence for team visibility and alignment.
- Track and report on project progress, key metrics, and delivery milestones.
Commitments
Community Focus: We care for our communities and encourage our employees to do the same.
Please log in or create an account to apply to this position.
Principals only.
EOE.
Information on Interviews:
During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.
EAC12.9.25
Not Met Priorities
What still needs stronger evidence
Requirements
- 7+ years’ experience in data warehouse design, data management, data governance, business intelligence and analytics, or similar.
- 7+ years and expert level use of reading and coding in SQL.
- 5+ years' experience with JIRA and Confluence
- Proven experience in individual contributor-level data management roles like data analyst, data modeler, data pipeline engineer, BI analyst, or developer
- 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, Snowflake, etc.
- 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.
- Solid 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.
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview:
We are seeking a strategic and detail-oriented Data Product Owner to lead the development and integration of data products that drive business value and enhance customer experience. This role will serve as the bridge between business stakeholders, technical teams, and data integration partners, ensuring that data initiatives are aligned with organizational goals and executed with precision.
Responsibilities:
Stakeholder Communication & Collaboration
Act as the primary liaison between product managers, architects, business stakeholders, and technical teams.
Facilitate clear, consistent, and proactive communication across cross-functional teams.
Collaborate with Compass integration teams to gather metadata, documentation, and data samples.
Champion a customer-centric mindset, ensuring data products meet user needs and deliver measurable value.
Jira Ticket Management
Define and document data requirements and acceptance criteria for user stories.
Maintain traceability between business requirements and technical implementation.
Monitor progress of Compass-related features and stories, raising blockers and dependencies proactively.
Scrum & Agile Participation
Represent the data product team in all scrum ceremonies including sprint planning, refinement, retrospectives, and daily standups.
Partner with Compass integration teams to support agile delivery and ensure alignment on data needs.
Data Analysis & Profiling
Provide actionable insights to stakeholders through data exploration and analysis.
Support data-driven decision-making across teams.
Lead and guide Data Analysts in validating reported issues and performing production data validation across environments.
Data Quality & Governance
Ensure data products adhere to quality standards and governance protocols.
Support documentation and change management processes, especially regarding impacts to existing Systems of Record (SORs).
Promote best practices in data stewardship and compliance.
Documentation & Reporting
Create and maintain business requirement documents (BRDs), use cases, and user stories.
Post and manage relevant artifacts in Confluence for team visibility and alignment.
Track and report on project progress, key metrics, and delivery milestones.
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 those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
7+ years’ experience in data warehouse design, data management, data governance, business intelligence and analytics, or similar.
7+ years and expert level use of reading and coding in SQL.
5+ years' experience with JIRA and Confluence
Core Competencies:
Proven experience in individual contributor-level data management roles like data analyst, data modeler, data pipeline engineer, BI analyst, or developer
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, Snowflake, etc.
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.
Solid 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.
Pay Range:
$109,270-$182,117/year
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!
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 LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that 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.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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.
EAC12.9.25
Job Overview:
We are seeking a strategic and detail-oriented Data Product Owner to lead the development and integration of data products that drive business value and enhance customer experience. This role will serve as the bridge between business stakeholders, technical teams, and data integration partners, ensuring that data initiatives are aligned with organizational goals and executed with precision.
Responsibilities:
Stakeholder Communication & Collaboration
Act as the primary liaison between product managers, architects, business stakeholders, and technical teams.
Facilitate clear, consistent, and proactive communication across cross-functional teams.
Collaborate with Compass integration teams to gather metadata, documentation, and data samples.
Champion a customer-centric mindset, ensuring data products meet user needs and deliver measurable value.
Jira Ticket Management
Define and document data requirements and acceptance criteria for user stories.
Maintain traceability between business requirements and technical implementation.
Monitor progress of Compass-related features and stories, raising blockers and dependencies proactively.
Scrum & Agile Participation
Represent the data product team in all scrum ceremonies including sprint planning, refinement, retrospectives, and daily standups.
Partner with Compass integration teams to support agile delivery and ensure alignment on data needs.
Data Analysis & Profiling
Provide actionable insights to stakeholders through data exploration and analysis.
Support data-driven decision-making across teams.
Lead and guide Data Analysts in validating reported issues and performing production data validation across environments.
Data Quality & Governance
Ensure data products adhere to quality standards and governance protocols.
Support documentation and change management processes, especially regarding impacts to existing Systems of Record (SORs).
Promote best practices in data stewardship and compliance.
Documentation & Reporting
Create and maintain business requirement documents (BRDs), use cases, and user stories.
Post and manage relevant artifacts in Confluence for team visibility and alignment.
Track and report on project progress, key metrics, and delivery milestones.
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 those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
7+ years’ experience in data warehouse design, data management, data governance, business intelligence and analytics, or similar.
7+ years and expert level use of reading and coding in SQL.
5+ years' experience with JIRA and Confluence
Core Competencies:
Proven experience in individual contributor-level data management roles like data analyst, data modeler, data pipeline engineer, BI analyst, or developer
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, Snowflake, etc.
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.
Solid 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.
Pay Range:
$109,270-$182,117/year
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!
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 LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that 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.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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.
EAC12.9.25