AVP, Product Owner Participant and Party Data

AVP, Product Owner Participant and Party Data5 days ago Be among the first 25 applicantsJob OverviewLPL Financial’s Investor Experience organization is seeking a Participant / Party System of Record (SOR) Product Owner to define and deliver the future of our Participant and party data management ecosystem. This role bridges business strategy, data governance, and technology delivery, ensuring our advisor platform has accurate, governed, and high-quality participant and party data across systems.Able you to translate business needs into scalable, governed data solutions that power client and advisor experiences.ResponsibilitiesOwn the vision, strategy, and roadmap for Participant/Party SOR capabilities and integrations across the advisor platform.Collaborate with business, data, and technology stakeholders to ensure alignment on goals, requirements, and governance principles.Serve as liaison to Commonwealth and future M&A integration teams for metadata documentation, data quality, and lineage validation.Write and manage epics, stories, and acceptance criteria in Jira, ensuring traceability between business and technical requirements.Define and maintain data governance standards, including quality rules, scorecards, and SOR documentation in Confluence.Oversee data profiling, lineage analysis, and validation to ensure integrity across source and target systems.Lead and mentor team members in agile practices, sprint planning, and continuous improvement.Monitor and communicate project progress, risks, and dependencies, driving resolution and stakeholder transparency.Advocate for customer‑centric, data‑driven decision‑making and continuous improvement of data quality and usability.RequirementsBachelor’s degree in related field (advanced degree preferred).7+ years in data‑centric product ownership, data management, or governance roles within financial services or fintech.5+ years experience with SQL, data modeling (star/snowflake), and data governance tools.5+ years experience translating complex data concepts into business value and vice versa.Preferred SkillsExperience with AWS, Snowflake, and data pipeline transformations.Background in wealth management or financial advisory services.Familiarity with API‑based & Kafka integrations, and CRM data flows.Proficiency in Tableau, Power BI or other visualization tools.Proven ability to mentor team members and drive a culture of collaboration and governance excellence.Core CompetenciesDeep understanding of CRM party data architecture, data integration, and systems of record (SOR).Hands‑on experience in agile delivery, Jira, and Confluence.Strong analytical, communication, and stakeholder management skills.Product OwnershipAnalytical Thinking & Problem SolvingTechnical Acumen (SQL, Data Models, APIs)Communication & LeadershipContinuous Improvement MindsetPay Range$106,088–$176,813 per year. Actual base salary varies based on factors, including skill, experience, education, base salary of internal peers, performance, and geographic location. LPL Total Rewards package is highly competitive, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.Company OverviewLPL 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, LPL supports over 29,000 financial advisors and 1,100 financial institution practices, managing approximately $1.9 trillion in brokerage and advisory assets on behalf of about 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services.Why LPL?Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.Limitless Career Potential: Your career at LPL has no limits, only amazing potential.Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.Impactful Work: Our size is just right for you to make a real impact.Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.Community Focus: We care for our communities and encourage our employees to do the same.Benefits and Total Rewards: Our Total Rewards package includes traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.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 InterviewsLPL 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. #J-18808-Ljbffr