AVP, Data Product Owner Wealth Management (Data Products)

Where Ambition Meets Innovation

At LPLs 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. Were 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 productsfrom 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 onsiteoffshore 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 & CollaborationOperate effectively in a global onsiteoffshore model, partnering closely with U.S.-based stakeholdersProvide overlap with U.S. working hours (evening IST) to enable real-time collaboration and decision-makingWork flexibly across time zones to support critical delivery milestones and stakeholder engagementLead and coordinate distributed teams across regions, ensuring clear ownership and minimal handoffsDrive high-quality asynchronous communication, including structured documentation and status updatesMake day-to-day product decisions independently, escalating only when necessary to maintain velocity

What are we looking for

Were 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 handson 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