AVP, Data Product Owner – Wealth Management Participant Data Domain

Where Ambition Meets Innovation

At LPL’s Global Capability Center, you'll find a collaborative culture where your voice matters, integrity guides every decision, and technology fuels progress. Your skills, talents, and ideas will redefine what's possible. LPL's success reflects its exceptional employees, who together pursue one noble purpose: empowering financial advisors to deliver personalized advice for all who need it. We’re proud to be expanding and reaching new heights in Hyderabad.

Join us as we create something extraordinary together.

Reports To

VP / Strategic Data Lead

Job Overview

Own and govern Participant data products across the investor lifecycle, including leads, prospects, clients, households, relationships, onboarding, servicing, and offboarding. Accountable for data quality, governance, adoption, and business value delivery across participant-focused datasets.

Responsibilities

Data Product Ownership & Agile Delivery

Act as the named Data Owner for assigned data products

Own Jira epics, features, stories, acceptance criteria, and backlog prioritization

Participate in sprint planning, refinement, and delivery governance

Define business definitions, metadata, use cases, and data quality requirements

Own participant, prospect, client, investor, and household master data

Manage lead-to-prospect-to-client lifecycle data and business rules

Govern KYC, CIP, suitability, demographic, contact, and segmentation data

Support client onboarding, servicing, and offboarding processes

Drive identity resolution, householding, and relationship management capabilities

Partner with Advisor, Marketing, Service, Operations, and Compliance teams

Ensure consistency of participant data across CRM and Wealth Management platforms

Data Product Artifacts

Maintain Data Product Charter and Canvas

Create Data Requirement Documents and user stories

Maintain data catalog, business glossary, and lineage documentation

Maintain source-to-target mappings and attribute definitions

Provide KPI reporting and product health dashboards

Governance, Risk & Compliance

Partner with Risk, Compliance, Legal, and Data Governance teams

Ensure compliance with regulatory, retention, privacy, and access-control requirements

Support audits, examinations, and governance reviews

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

Bachelor’s degree in information systems, Computer Science, Data Analytics, Finance, Business, or 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, lineage, and data quality practices

Preferences

Master’s degree

Experience within the financial or wealth management industry

Core Competencies

Experience with enterprise data governance platforms and catalogs

Knowledge of regulatory and supervisory requirements in Wealth Management

Experience supporting advisor, operations, compliance, and client servicing functions

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