01Overview
Where Ambition Meets Innovation
At LPLs 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. Were proud to be expanding and reaching new heights in Hyderabad.
Join us as we create something extraordinary together.
Level: AVP
Organization: Product Management / Data Platforms
Reports To: VP, Strategic Data Lead
Job Overview
A short paragraph outlining the roles purpose and scope helps candidates quickly assess if its a good fit.
Responsibilities
LPL Financial is seeking an AVP, Data Product Owner to lead the Transactions, Positions, Balances, Tax Lots, and Books and Records (TBAR) data domain.
This role serves as the designated business owner for enterprise accounting and recordkeeping data products that support advisor platforms, operations, supervision, performance reporting, billing, compensation, money movement, regulatory reporting, enterprise analytics, and institutional data distribution.
The AVP is accountable for product strategy, governance, Source of Record (SOR) alignment, data quality, stewardship, lifecycle management, and adoption of TBAR data products. Working closely with BETA, Trading, Operations, Finance, Compliance, Architecture, Engineering, and Data Governance teams, this role ensures trusted, scalable, and consumable books and records data products delivered through APIs, shared services, and enterprise data platforms.
What are we looking for
Were 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
Data Product Ownership & Strategy
Serve as the business owner for Transactions, Positions, Balances, Holdings, Tax Lots, and Books and Records data products. Define and execute product vision, roadmap, governance framework, operating model, and consumption strategy. Establish business definitions, critical data elements (CDEs), metadata, data contracts, and enterprise standards. Define and monitor product KPIs, adoption metrics, data quality indicators, reconciliation measures, and business value outcomes.
TBAR Governance & Data Stewardship
Establish and maintain Books and Records ownership models, Source of Record (SOR) strategies, and authoritative data source hierarchies. Partner with BETA and other recordkeeping platforms to deliver trusted transactions and positions data products. Ensure consistency, completeness, and integrity of transaction, position, balance, holding, and tax lot data across operational, reporting, advisory, and analytical platforms. Drive improvements in data quality, lineage, transparency, reconciliation accuracy, exception management, and audit readiness. Partner with Compliance, Risk, Finance, Operations, and Enterprise Data Governance teams to ensure regulatory and policy alignment.
Data Product Lifecycle & Delivery
Own and govern the end-to-end data product lifecycle: Define Build Publish Operate Enhance. Partner with Architecture, Engineering, and Delivery teams to translate business requirements into scalable data products, APIs, and shared services. Ensure governance, controls, quality standards, and business outcomes are embedded throughout solution design and delivery. Support expansion of TBAR capabilities across recordkeeping, trading, custody, and operational data sources.
Stakeholder Leadership & Value Realization
Act as the primary point of accountability for TBAR data products across business and technology organizations. Align stakeholders across Operations, Trading, Finance, Advisory, Compliance, Architecture, Engineering, and Analytics teams. Communicate roadmap priorities, risks, dependencies, and strategic recommendations to leadership and governance forums. Monitor product adoption, operational performance, business outcomes, and value realization.
AI & Automation Enablement
Leverage AI tools and platforms to identify automation opportunities across TBAR data products, reconciliation processes, controls, and operational workflows. Design, implement, and optimize AI-enabled agents and capabilities that improve data quality, stewardship, governance, and operational efficiency. Evaluate and integrate governed AI solutions that enhance data product operations and business outcomes.
Required Qualifications
Bachelor's degree in Information Systems, Computer Science, Data Analytics, Finance, Business, or related field. 812+ years of Where Amb
