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AVP, Data Product Owner - Wealth Management Data Products - LPL Financial Global Capability Center
Product Manager
Lead the design, development, and delivery of data products for wealth management, driving value for financial advisors through data-driven insights and robust analytics solutions using SQL, Python, and AWS.
About the role
Key Responsibilities
- Own the product lifecycle for wealth‑management data products, from concept through launch and iteration.
- Collaborate with cross‑functional teams (engineering, analytics, compliance) to define requirements, prioritize backlogs, and ensure timely delivery.
- Translate business needs into data models, APIs, and dashboards that empower advisors with actionable insights.
- Champion Agile practices, facilitating sprint planning, reviews, and retrospectives to maintain high velocity and quality.
- Monitor product performance, gather user feedback, and iterate to continuously improve value and user experience.
Requirements
- 5+ years of product ownership or data product management in a financial services environment.
- Strong understanding of wealth‑management data, regulatory requirements, and advisor workflows.
- Proficiency in SQL, Python, and cloud data platforms (AWS).
- Experience leading Agile teams and managing product backlogs.
- Excellent communication, stakeholder management, and analytical skills.