AVP Business Solutions, Data Transformation

Posted 21 Days Ago
Be an Early Applicant
2 Locations
109K-182K Annually
Senior level
Fintech
The Role
The AVP of Business Solutions, Data Transformation leads strategic implementation of data governance practices and oversees large-scale transformation efforts in wealth management.
Summary Generated by Built In

Job Summary:

The AVP Business Solutions, Data Transformation will be responsible for the strategic direction and day to day implementation of our Data Design Authority (DDA) here at LPL. The ideal candidate will have experience in supporting large-scale Transformation efforts, with strong background in Wealth Management, Data and Project Management. You should also possess strong knowledge of data governance best practices and experience working within financial services. Additionally, this role will be expected to manage relationships between key stakeholders including senior executives, business owners, architects, engineers, product managers, and other technology leads.

Key Responsibilities:

  • Strategic Roadmap Tracking: Track progress against the strategic data roadmap at a milestone level.

  • Backlog Management: Represent DDA in backlog grooming and management within each SOR, ensuring detailed work aligns with business outcomes and capability statements.

  • Data Governance Alignment: Ensure alignment and engagement with Operations for any/all impacts associated with Data Governance (DQ, Data lineage, etc.).

  • Intake Process Management: Manage the DDA intake process, partnering with EPMO, Product, and Tech to ensure alignment to standards, visibility into Demand/Capacity, and prioritization against approved business outcomes.

  • Data Governance Monitoring: Monitor the operating effectiveness of data governance activities undertaken by data teams to ensure the accuracy, consistency, and security of our data across different screens, reports, and feeds.

  • Long-Term Transition: Transition to Business Data Ownership responsibilities over time.

Qualifications:

  • Bachelor’s degree; equivalent work experience considered.

  • Minimum 5-7 years of relevant professional experience required.

  • Strong leadership skills and ability to influence others.

  • Excellent communication skills (written and verbal) along with presentation skills.

  • Ability to manage multiple concurrent tasks and adapt quickly to changing priorities.

  • Experience working in a highly regulated environment (Financial Services preferred).

  • Knowledge of data warehouse concepts and principles.

  • Familiarity with data governance frameworks.

  • Proven track record of successfully leading complex projects and programs.

  • Demonstrated ability to drive change management efforts across organizations.

  • Strong problem solving and decision making abilities.

#LI-PA


 

Pay Range:

$109,400.00 - $182,300.00
 
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC1.22.25

Top Skills

Data Design Authority
Data Governance Frameworks
Data Warehouse Concepts
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The Company
HQ: San Diego, CA
8,926 Employees
On-site Workplace
Year Founded: 1989

What We Do

Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.

With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.

Your greatness is our goal.

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

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