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:
The Assistant Vice President (AVP), Product Owner for Business Management Reporting supports the strategy, roadmap, and delivery of enterprise reporting capabilities that provide institutions, advisors, and internal teams with actionable insights. This role contributes to the evolution of Business Management Reporting (BMR) from fragmented reporting solutions into a unified, AI-enabled reporting experience that supports firm growth, operational efficiency, and risk management.
LPL Financial empowers financial advisors and institutions to deliver personalized advice to their clients and to be great operators of their businesses. Business Management Reporting provides centralized dashboards and reporting where advisors and financial professionals can view key practice metrics that provide visibility into their progress, set goals, benchmark their success against their peers, and receive help to run their business more efficiently.
The AVP partners closely with Product Management, Data, Technology, UX, and Business stakeholders to deliver scalable, governed, and insight-driven reporting. As Product Owner, this role is responsible for translating product strategy into actionable requirements, managing the product backlog, and maximizing value delivery.
Responsibilities:
- The AVP BMR Partners with Product Management and business stakeholders to support and execute the BMR product vision, focusing on scalable data visualization, personalization, and AI-enabled insights.
- Contribute to the BMR roadmap by identifying, refining, and prioritizing initiatives that improve data availability, accelerate ingestion, and support advisor, institutional, and program-management workflows
- Drive day-to-day product execution across Product, Data Engineering, Data Governance and AI, Technology, UX, and Business teams to deliver production-ready reporting capabilities
- Partner with data platform and engineering teams to support reporting solutions built on reliable data pipelines, governed data assets, and reusable semantic-layer capabilities aligned to enterprise data strategy
- Support the integration of AI capabilities into reporting experiences, including intelligent automation, copilots, and generative tools that enhance insights and delivery efficiency
- Gather, document, and refine business requirements, translating strategic objectives into epics, features, user stories, and acceptance criteria
- Own and prioritize the product backlog, balancing business value, customer needs, technical dependencies, and delivery commitments
- Serve as a key liaison between business stakeholders and delivery teams, ensuring alignment, transparency, and timely decision-making throughout the product lifecycle
- Participate in governance and operating processes that promote transparency, prioritization clarity, and cross-functional accountability
- Collaborate with stakeholders to monitor product performance, adoption, and business outcomes, identifying opportunities for continuous improvement
- Lead product demonstrations, validate delivered capabilities against acceptance criteria, and incorporate stakeholder feedback into future planning
- Communicate roadmap progress, delivery milestones, risks, and dependencies to stakeholders and leadership
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:
- Background in wealth management, or data-intensive business environments
- 7+ years of experience in product management or product ownership within data, analytics, reporting, or enterprise platform environments
- 3+ years of experience working with enterprise reporting or analytics platforms, including dashboarding and data visualization solutions
- 3+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling
- 3+ years of experience leading cross-functional initiatives involving technology, data, UX, and business stakeholders
- Experience operating within agile delivery frameworks, managing product backlogs, defining requirements, and supporting product delivery and adoption
- Experience translating business objectives into product requirements, user stories, and measurable outcomes
Core Competencies:
- Strong analytical thinking and data-driven decision making
- Prioritization and roadmap execution
- AI-enabled product fluency
- High personal accountability and ownership
- Exceptional organizational discipline
- Strong stakeholder management and communication skills
Preferences:
- Experience supporting modernization of enterprise reporting ecosystems
- Familiarity with Tableau, semantic-layer design, or emerging data-visualization tools
- Experience leveraging AI or automation to enhance reporting insights or delivery efficiency
- Background in financial services, wealth management, or data-intensive business environments
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