Assistant Vice President Data Products-Wealth Management and AI Data Products

Job Overview:

 LPL Financial is seeking an AVP, Data Product Owner (DPO) to lead Wealth Management (WM) data products while driving large-scale adoption of AI-powered workflow automation across the enterprise data ecosystem. 

This role combines strategic Data Product Leadership with hands-on oversight of AI agent frameworks and automation platforms. The AVP will define the roadmap for AI-enabled data products, guide teams in building scalable agent-based systems, and ensure production-ready deployment aligned with governance, security, and business outcomes.

Responsibilities

AI Strategy and Innovation 

• Define and lead the strategy for AI-driven workflow automation across the data ecosystem. 

• Oversee the design and implementation of AI agents and reusable automation frameworks. 

• Establish best practices for agent orchestration, tool integration (APIs, SQL, metadata platforms), and system design. 

• Define evaluation, monitoring, and reliability standards for AI systems (guardrails, observability, performance tracking). 

• Drive reuse and scalability of AI capabilities across multiple data domains.

Technical & Cross-Functional Leadership

• Partner with Engineering, Architecture, and Business teams to deliver AI-enabled solutions. 

• Translate strategic business needs into scalable AI and data product architectures. 

• Provide oversight on data models, pipelines, lineage, and integrations. 

• Influence platform decisions related to AI, data catalog, and governance tools.

What are we looking for?

We’re 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:

• 7–10+ years of experience in Data Products, Product Management, Applied AI, or platform-oriented roles. 

• Strong expertise in SQL and data platforms (distributed systems, data lakes, integration layers). 

• Strong Python proficiency with experience in AI/ML workflows and automation systems. 

• Experience designing and scaling AI agents or workflow automation systems in enterprise environments. 

• Experience defining AI architecture patterns involving tool-using agents (APIs, SQL, enterprise systems). 

• Experience working with LLM platforms (Amazon Bedrock preferred or equivalent). 

• Strong understanding of production-grade AI systems, including monitoring, observability, and reliability patterns. 

• Proven ability to lead cross-functional teams and deliver complex data and AI initiatives.

Core Competencies:

• Strong leadership and strategic thinking. 

• Deep understanding of data governance, quality, and lineage. 

• Ability to translate AI innovations into scalable enterprise solutions. 

• Strong communication and stakeholder management across executive and technical audiences. 

• Experience operating in regulated environments (financial services preferred). 

• Focus on scalability, reliability, and trust in AI-enabled systems.

Preferences:

• Experience with agent frameworks (LangGraph, LangChain Agents, or similar). 

• Familiarity with context management techniques such as embeddings, vector databases, or Retrieval-Augmented Generation (RAG). 

• Experience with event-driven or microservices-based architectures. 

• Exposure to model evaluation techniques and AI performance benchmarking.