Head of Data Strategy, Engineering & Analytics

at  LPL Financial

LPL Financial is the #1 independent broker-dealer in the US, a Fortune 500 company, with assets under custody and advisory assets greater than 1.4 trillion USD. It’s a fast-growing fintech firm (NASDAQ: LPLA) with more than 22,000 advisors and more than 1000 institutional wealth managers leveraging LPL’s technology platform and business services.
At LPL, technology resources are about 35% of the company’s total resource pool, clearly demonstrating that technology is not only supporting our business but is truly powering growth and investments. It is an exciting time to be part of LPL technology as we are leveraging the latest and greatest technology and innovation to empower the future growth of the firm.

WHAT ARE WE LOOKING FOR?

A leader who is interested in an opportunity to lead data technology at one of the fastest-growing fintech firms in the country. We are seeking a data visionary to join LPL Financial and be a part of a transformative journey that is shaping the future of financial services.

REQUIREMENTS:

• Minimum of 15 years of experience in data technology and engineering, including data architecture, cloud platforms, and analytics, with at least 5 years in senior leadership or SVP level.
• Proven track record in leading large-scale data warehouse and analytics transformation initiatives, particularly in cloud-based environments (AWS preferred).
• Strong experience with data lake architectures, data warehousing solutions (e.g., Snowflake), and real-time data processing systems.
• Expertise in implementing AI/ML solutions at scale, leveraging modern machine learning frameworks and platforms.
• Leadership experience managing and growing large engineering teams, with a focus on fostering talent and innovation.

As SVP, of Data Technology, you will be entrusted with a range of critical responsibilities that are pivotal to our mission and strategic outcomes.

• Strategic Data Leadership: Lead the end-to-end transformation of the data ecosystem, establishing best-in-class practices across Data Lake, Data Warehouse, and Data Analytics to empower independent advisors, firms, and institutional clients as well as our internal users.
• Team Leadership and Development: Manage and inspire a high-performing team of data engineers, data architects, and platform specialists. Foster a culture of innovation, collaboration, and continuous learning.
• Data Infrastructure Oversight: Lead all data engineering functions, including the development and management of LPL’s data lakes, warehouses, BI, and AI/ML platforms, to ensure efficient data storage, processing, and analytics capabilities.
• Data Analytics and BI Leadership: Drive the adoption of data visualization, advanced analytics, business intelligence (BI), and machine learning to enhance decision-making processes across LPL’s advisor network and institutional partners.
• Cloud-First Strategy: Architect and deploy scalable cloud-based data solutions using technologies like AWS, Snowflake, and AI/ML platforms, ensuring security, resilience, and real-time processing.
• Budget Management and Cost Optimization: Oversee the budget, ensuring the team delivers on objectives within financial parameters. Implement strategies to optimize cloud costs, resource allocation, and technology investments, driving operational efficiency
• Collaboration with Stakeholders: Partner closely with business leaders, product managers, and technology peers to ensure data initiatives align with organizational goals and deliver tangible business value.
• Data Democratization: Champion domain-based design, data accessibility, and usability, designing scalable solutions to support internal stakeholders and democratize analytics across the organization/
• Regulatory Compliance & Data Governance: Ensure adherence to regulatory standards and data governance practices, promoting data integrity, security, and trustworthiness across platforms.
• Innovation and Continuous Improvement: Stay at the forefront of data technology trends, bringing new ideas and innovations to keep LPL’s data platforms competitive and future-ready.
• Advisor & Investor Experience Champion: Engage directly with financial advisors to understand their needs, driving technological solutions that enhance their ability to serve clients effectively and efficiently.