VP, Cross-Functional Capability Lead – Wealth Management Data & Domains

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL Financial is seeking a VP, Cross‑Functional Capability Lead to drive end‑to‑end Wealth Management (WM) capabilities across multiple Systems of Record, including Accounts, Positions, Clients, Participants, Party, Securities, and Pricing. This individual contributor role serves as a horizontal integrator across business, data, and technology teams—ensuring WM initiatives are designed and delivered with a data‑first, domain‑driven approach that improves consistency, quality, and scalability across the enterprise.

Responsibilities:

• Lead cross‑domain analysis and coordination across WM domains including Accounts, Positions, Clients/Participants, Party, Securities, and Pricing
• Maintain an enterprise‑level view of WM capabilities that is independent of specific applications or platforms
• Map and analyze end‑to‑end data and process flows from origination through downstream consumption
• Identify and document gaps, redundancies, and inconsistencies in data definitions, ownership, quality rules, and lineage
• Partner with initiative leads to define data requirements, authoritative sources, and quality expectations early in delivery lifecycles
• Apply domain‑driven design principles to clarify bounded contexts, domain ownership, and domain interfaces
• Translate business capabilities into clear domain, data, and integration models
• Partner with Data Owners and Stewards to define critical data elements and domain‑level quality rules
• Monitor and escalate data quality issues that impact enterprise initiatives, reporting, or client experiences
• Facilitate alignment across business, data, architecture, engineering, risk, compliance, and operations teams
• Reduce fragmentation, duplication, and downstream integration risk across WM initiatives

What Are We Looking For?

At LPL, we look for individuals who pursue greatness, act with integrity, are driven to help our clients succeed, win together, and create and share joy. This role is ideal for a systems thinker who thrives in complexity, brings structure to ambiguity, and influences outcomes by connecting business intent, data clarity, and technical execution.

Requirements:

• 12+ years of professional experience in Wealth Management, Financial Services, or Capital Markets, including work across multiple Systems of Record and enterprise data domains
• Demonstrated experience supporting account, position, client/participant, party, securities, and pricing data models within Wealth Management environments
• 5+ years of experience applying enterprise data architecture concepts, including data modeling, lineage analysis, and data quality practices
• Experience contributing to or supporting large‑scale enterprise initiatives involving multiple business, data, or technology teams
• Demonstrated experience influencing cross‑functional stakeholders through analysis, documentation, and structured communication in complex environments

Preferences:

• Experience with account and position lifecycle management within Wealth Management platforms
• Experience working with client, participant, and party data models
• Experience with securities and pricing data, including downstream reporting dependencies
• Familiarity with regulatory and reporting data requirements in Wealth Management
• Experience with enterprise data architectures and canonical data modeling

Pay Range:

$160,577.00 - $267,594.00

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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriv