LPL Financial · 5 hours ago
Capability Data Product Owner - Account Lifecycle Management
New York, United States
Full-time
Onsite
Mid, Senior Level
$109K/yr - $182K/yr
7+ years expLPL Financial is a leading firm in the financial advisor-mediated marketplace, empowering professionals to shape their success. They are seeking a strategic Data Product Owner to lead the development and integration of data products that drive business value and enhance customer experience.
FinanceFinancial Services
Responsibilities
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
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
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
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
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
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
Qualification
Required
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
Proven experience in individual contributor-level data management roles like data analyst, data modeler, data pipeline engineer, BI analyst, or developer
5+ years' experience with JIRA and Confluence
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
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-16
GlobeNewswire
2026-01-16
Investment News
2026-01-16
Company data provided by crunchbase