09 Oct
|
LPL Financial Global Capability Center
|
India
09 Oct
LPL Financial Global Capability Center
India
Where Ambition Meets Innovation
At LPL’s Global Capability Center, you'll find a team-oriented 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
📌 AVP, Data Product Owner – Wealth Management Participant Data Domain (India)
🏢 LPL Financial Global Capability Center
📍 India