01Requirements
610+ years in Wealth Management or Financial Services
Demonstrated proficiency in leveraging AI tools and platforms to identify and drive automation opportunities across data products.
Ability to design, create, update, and onboard AI-driven agents to streamline workflows and enhance operational efficiency.
Experience integrating AI capabilities into existing data product frameworks, including continuous optimization and governance.
Strong understanding of emerging AI use cases and the ability to translate them into scalable, business-aligned solutions.
Strong understanding of WM data domains and use cases
Data product ownership, product management, or data governance
Core Competencies:
Strong ownership mindset and attention to detail
Execution-focused and solution-oriented
Clear communicator across business and technical teams
Comfortable working in structured governance environments
Establish clear ownership for assigned WM data products
Deliver well-defined, governed, and consumable datasets
Improve data quality and trust at the product level
Embed governance into delivery workflows and backlog execution
Support enterprise initiatives with high-quality data products
LPL Global Business Services, LLP - PRIVACY POLICY .
