AVP - Product Owner, Direct Business - Trading & Investment Management

As an AVP of Direct Business Product Group at LPL Financial's Global Capability Center, your role will be pivotal in delivering and executing product features spanning various capabilities. You will be responsible for translating the business and product vision into product features, acceptance criteria, and associated business outcomes. Your expertise in financial services, particularly in the Wealth Management domain, along with proficiency in data analysis, databases, and leveraging AI tools will be crucial for success in this role. Your primary focus will be on developing high-quality actionable product features and requirements to drive business outcomes across multiple capabilities within LPL Financial. Responsibilities: - Collaborate with operations, legal, compliance, and supervision stakeholders, business analysts, and data analysts to develop solutions supporting product development. - Develop actionable product features, requirements, acceptance criteria, and work effectively in a matrix organization. - Identify and address cross-team dependencies, risks, and issues. - Utilize AI tools such as copilot and Cursor to extract insights from current design and data models. - Communicate effectively with stakeholders across the organization to ensure impactful delivery of information. - Maintain high standards of quality, accuracy, innovation, and effectiveness in all deliverables. - Focus on delivering insights accurately and punctually. - Partner with other analytics teams to ensure alignment with business goals. In this role, we are looking for individuals who excel in collaboration, deliver exceptional client experiences, and thrive in fast-paced, team-oriented environments. Ideal candidates demonstrate integrity, drive, and a commitment to client success. We appreciate those who embrace creativity, continuous improvement, and contribute to a culture of shared success and joy in our work. Requirements: - 5+ years of experience in business and data analysis - 5-7 years of experience in financial services - 3+ years of experience in SQL/relational databases or languages, including writing and maintaining independent reporting queries in an enterprise data environment - Bachelors Degree Core Competencies: - Proficiency in product and business requirements - Proficiency in SQL for designing data models - Ability to partner with stakeholders to understand their business needs and develop reporting solutions - Comfort with AI tools for data analysis and insights derivation - Self-service SQL capability for reporting, including data validation and troubleshooting - Experience leveraging data warehouses for analysis - Ability to translate business inquiries into accurate, production-ready reporting queries independently Preferences: - Preferred major in Computer Science, Finance, Statistics, MIS Join us at LPL Financial's Global Capability Center to be a part of creating something extraordinary together. As an AVP of Direct Business Product Group at LPL Financial's Global Capability Center, your role will be pivotal in delivering and executing product features spanning various capabilities. You will be responsible for translating the business and product vision into product features, acceptance criteria, and associated business outcomes. Your expertise in financial services, particularly in the Wealth Management domain, along with proficiency in data analysis, databases, and leveraging AI tools will be crucial for success in this role. Your primary focus will be on developing high-quality actionable product features and requirements to drive business outcomes across multiple capabilities within LPL Financial. Responsibilities: - Collaborate with operations, legal, compliance, and supervision stakeholders, business analysts, and data analysts to develop solutions supporting product development. - Develop actionable product features, requirements, acceptance criteria, and work effectively in a matrix organization. - Identify and address cross-team dependencies, risks, and issues. - Utilize AI tools such as copilot and Cursor to extract insights from current design and data models. - Communicate effectively with stakeholders across the organization to ensure impactful delivery of information. - Maintain high standards of quality, accuracy, innovation, and effectiveness in all deliverables. - Focus on delivering insights accurately and punctually. - Partner with other analytics teams to ensure alignment with business goals. In this role, we are looking for individuals who excel in collaboration, deliver exceptional client experiences, and thrive in fast-paced, team-oriented environments. Ideal candidates demonstrate integrity, drive, and a commitment to client success. We appreciate those who embrace creativity, continuous improvement, and contribute to a culture of shared success and joy in our work. Requirements: - 5+ years of experience in business and data analysis - 5-7 years of experience in fi