VP, Cross-Functional Capability Lead - Wealth Management Data & Domains

VP, Cross-Functional Capability Lead

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL Financial is seeking a VP, Cross-Functional Capability Lead to drive end-to-end Wealth Management (WM) capabilities across multiple Systems of Record, including Accounts, Positions, Clients, Participants, Party, Securities, and Pricing. This individual contributor role serves as a horizontal integrator across business, data, and technology teams—ensuring WM initiatives are designed and delivered with a data-first, domain-driven approach that improves consistency, quality, and scalability across the enterprise.

Responsibilities:

• Lead cross-domain analysis and coordination across WM domains including Accounts, Positions, Clients/Participants, Party, Securities, and Pricing
• Maintain an enterprise-level view of WM capabilities that is independent of specific applications or platforms
• Map and analyze end-to-end data and process flows from origination through downstream consumption
• Identify and document gaps, redundancies, and inconsistencies in data definitions, ownership, quality rules, and lineage
• Partner with initiative leads to define data requirements, authoritative sources, and quality expectations early in delivery lifecycles
• Apply domain-driven design principles to clarify bounded contexts, domain ownership, and domain interfaces
• Translate business capabilities into clear domain, data, and integration models
• Partner with Data Owners and Stewards to define critical data elements and domain-level quality rules
• Monitor and escalate data quality issues that impact enterprise initiatives, reporting, or client experiences
• Facilitate alignment across business, data, architecture, engineering, risk, compliance, and operations teams
• Reduce fragmentation, duplication, and downstream integration risk across WM initiatives

What Are We Looking For?

At LPL, we look for individuals who pursue greatness, act with integrity, are driven to help our clients succeed, win together, and create and share joy. This role is ideal for a systems thinker who thrives in complexity, brings structure to ambiguity, and influences outcomes by connecting business intent, data clarity, and technical execution.

Requirements:

• 12+ years of professional experience in Wealth Management, Financial Services, or Capital Markets, including work across multiple Systems of Record and enterprise data domains
• Demonstrated experience supporting account, position, client/participant, party, securities, and pricing data models within Wealth Management environments
• 5+ years of experience applying enterprise data architecture concepts, including data modeling, lineage analysis, and data quality practices
• Experience contributing to or supporting large-scale enterprise initiatives involving multiple business, data, or technology teams
• Demonstrated experience influencing cross-functional stakeholders through analysis, documentation, and structured communication in complex environments

Preferences:

• Experience with account and position lifecycle management within Wealth Management platforms
• Experience working with client, participant, and party data models
• Experience with securities and pricing data, including downstream reporting dependencies
• Familiarity with regulatory and reporting data requirements in Wealth Management
• Experience with enterprise data architectures and canonical data modeling

Pay Range:

$160,577.00 - $267,594.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at View phone number on click.appcast.io.

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