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

LPL Financial•San Diego, CA

1d•Hybrid

About The Position

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.

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

Nice To Haves

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

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