AVP, Data Product Owner – Wealth Management (Data Products)

Where Ambition Meets Innovation

At LPL’s 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. We’re proud to be expanding and reaching new heights in Hyderabad.

Join us as we create something extraordinary together.

Job Overview:

LPL Financial is seeking an AVP, Workflows Product Owner to drive large-scale workflow transformation across Operations as part of our Global Capability Center (GCC) in Hyderabad.

This role is accountable for end-to-end ownership of workflow products—from problem discovery through delivery, adoption, and measurable business outcomes. You will modernize legacy and manual processes into scalable, orchestrated solutions by combining deterministic automation with AI-enabled capabilities, always ensuring compliance, explainability, and operational resilience in a regulated environment.

Operating within a global onsite–offshore delivery model, you will partner closely with U.S.-based Product, Technology, and Operations teams to deliver high-impact solutions. This role requires strong ownership, disciplined execution, and the ability to work across time zones while maintaining high standards of communication, documentation, and delivery excellence.

Responsibilities:

·Own the end-to-end execution and outcomes of workflow transformation initiatives, from ideation through delivery, adoption, and value realization

·Reimagine and modernize legacy workflows into scalable, automation-first products, selectively applying AI where it clearly improves outcomes

·Deliver measurable improvements in cycle time, NIGO reduction, advisor experience, risk controls, and operational efficiency

·Define product vision, strategy, and roadmaps aligned to Operations priorities and enterprise objectives

·Translate business problems into well-structured requirements, user stories, and acceptance criteria with clear success metrics

·Serve as the single accountable Product Owner for Scrum teams, ensuring disciplined agile execution and delivery readiness

·Manage dependencies, risks, and trade-offs to maintain delivery timelines and solution quality

·Partner with Engineering, Architecture, Data, and Risk & Compliance teams to design fit-for-purpose solutions

·Drive adoption and operational readiness through stakeholder alignment, training, and change management

Global Delivery & Collaboration

·Operate effectively in a global onsite–offshore model, partnering closely with U.S.-based stakeholders

·Provide overlap with U.S. working hours (evening IST) to enable real-time collaboration and decision-making

·Work flexibly across time zones to support critical delivery milestones and stakeholder engagement

·Lead and coordinate distributed teams across regions, ensuring clear ownership and minimal handoffs

·Drive high-quality asynchronous communication, including structured documentation and status updates

·Make day-to-day product decisions independently, escalating only when necessary to maintain velocity

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:

• 6+ years of experience in product management, consulting, or program/project leadership, preferably within financial services or other regulated industries
• 3+ years of hands‑on experience serving as a Product Owner in an agile delivery environment with direct accountability for outcomes
• Experience working in offshore/onsite global delivery models, preferably with U.S.-based teams.
• Experience in the Wealth Management or Financial Services industry, with familiarity in advisory platforms, brokerage operations, or related domains

Core Competencies:

• Strong product ownership mindset, from discovery through adoption and value realization
• AI literacy, including understanding of workflow orchestration, automation platforms, and human-in-the-loop systems
• Ability to assess when AI meaningfully adds value versus when deterministic automation is appropriate
• Excellent written and verbal communication skills, with the ability to clearly articulate complex concepts to global stakeholders
• High discipline in documentation, requirements clarity, and structured communication
• Proven ability to collaborate across time zones, cultures, and distributed teams
• Data-driven decision-making with a focus on measurable outcomes

Preferences:

• Deep domain understanding of Wealth Management workflows, including areas such as account onboarding, transfers (ACAT/non-ACAT), servicing, trading, or fee processing.
• Experience driving automation and AI-enabled workflow transformation initiatives - Background in Operations, servicing, or back-office transformation
• Experience delivering solutions in regulated environments with strong risk and compliance considerations
• Experience leading change management and user adoption efforts

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