VP, Data Retention Product Manager

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview:

The Enterprise Data and AI Product team is hiring a Vice President, Data Retention. The position will define and implement strategies for data retention, archival, and destruction capabilities throughout the organization. Responsibilities include ensuring compliance with regulatory requirements, internal policies, and industry standards to support secure and efficient data management.

Responsibilities:

Strategic Ownership

• Define and maintain the product vision and roadmap for data retention solutions.
• Align initiatives with organizational objectives, regulatory mandates, and risk management frameworks.
• Partner with legal, compliance, and security teams to ensure adherence to data retention and destruction policies.

Governance & Compliance

• Implement and enforce data retention schedules across systems and business units.
• Oversee the configuration and optimization of data retention tools (e.g., data catalogs, metadata management, retention automation platforms).
• Monitor compliance and lead audits of data governance policies, reporting metrics on adherence and exceptions.

Product Management

• Translate business and regulatory requirements into actionable user stories and acceptance criteria.
• Prioritize backlog items based on risk, compliance impact, and business value.
• Collaborate with engineering teams to deliver scalable, secure, and automated retention solutions.

Stakeholder Engagement

• Act as the primary liaison between business stakeholders, technology teams, and governance committees.
• Facilitate workshops and training sessions to drive the adoption of retention tools and processes.
• Communicate progress, risks, and outcomes to executive leadership and governance boards.
• Collaborate with fellow Product Owners to assess and define any required modifications to their products arising from retention initiatives.

Data Quality & Security

• Ensure retention and archival processes maintain data integrity and confidentiality.
• Define access control policies and oversee secure data disposal practices.
• Partner with data quality teams to identify and remediate issues impacting compliance.

What are we looking for? We're 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:

• Education: Bachelor's degree in Information Systems, Data Management, or related field (Master's preferred).
• Experience: 5-10 years in data governance, product management, or compliance roles.

Core Competencies:

• Strong understanding of data lifecycle management, retention policies, and regulatory frameworks (e.g., FINRA, SEC, GDPR).
• Familiarity with governance tools (e.g., OneTrust, Collibra) and cloud platforms (AWS, Snowflake).
• Proficiency in agile methodologies and tools (Jira, Confluence).
• Excellent communication and stakeholder management skills.
• Preferences
• Demonstrates strong analytical and influencing abilities, consistently developing innovative solutions to complex challenges.
• Exhibits meticulous attention to detail with a proactive mindset for addressing and anticipating issues.

#LI-Hybrid

Pay Range:
$132,000-$220,000/year
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 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• 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. Learn more here!

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 .

EAC1.22.25