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Fort Mill, South Carolina, United States
Hybrid
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 an experienced Data Warehousing Lead (Finance) to lead the strategic planning, requirements management, and delivery of enterprise data and analytics solutions powered by Snowflake and AWS cloud technologies. This role serves as the critical bridge between business stakeholders, data engineering teams, architects, and analytics consumers to ensure the successful delivery of scalable, high-quality data products that drive business value.
The ideal candidate combines strong business analysis, product ownership, and data warehousing expertise with deep financial services knowledge. This individual will own the data product backlog, drive prioritization decisions, define business requirements, and partner closely with engineering teams to deliver trusted, business-aligned reporting and analytics solutions.
Responsibilities:
Own and manage product roadmaps, delivery backlogs, prioritization, sprint planning, and release planning activities to maximize business value and ensure alignment with enterprise data and analytics objectives.
Lead business analysis and requirements management activities, including requirements gathering, process modeling, data mapping, user story creation, acceptance criteria definition, UAT coordination, and release readiness planning.
Leverage Finance domain expertise to define business rules, KPI calculations, reconciliations, data lineage, and reporting requirements while monitoring product adoption, stakeholder satisfaction, and continuous improvement opportunities.
Lead the design, development, enhancement, and support of enterprise data warehouse solutions using Snowflake and AWS cloud technologies.
Build and maintain scalable ETL/ELT pipelines, data integrations, and transformation frameworks supporting Finance, Reporting, and Analytics use cases.
Develop, optimize, troubleshoot, and review complex SQL queries, data models, and data warehouse structures.
Partner with business stakeholders, analysts, architects, and engineering teams to translate business requirements into scalable and performant data solutions.
Establish and promote best practices for data quality, governance, security, monitoring, and operational excellence.
Support data warehouse modernization, cloud migration, and enterprise data platform initiatives.
Work in a hybrid work environment in LPL's Austin or Fort Mill offices, effectively partnering with business and technology teams across multiple locations.
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:
Minimum of 10 years of experience in Data Engineering, Data Warehousing, Analytics Engineering, or Data Architecture, or related disciplines.
Minimum of 5 years of experience leading business requirements, product ownership, backlog management, and delivery of enterprise data warehouse, analytics, or reporting solutions within Finance or other business domains.
Advanced SQL development experience, including query optimization, performance tuning, troubleshooting, and data validation.
Experience designing and implementing scalable ETL/ELT pipelines using AWS cloud technologies and modern data engineering practices.
Bachelor's degree in Computer Science, Information Systems, Engineering, or related field; Master's degree preferred.
Core Competencies:
Data Warehousing & Analytics Platforms
Strong Snowflake experience supporting enterprise data warehouse, reporting, analytics, and business intelligence solutions.
Expertise with Enterprise Data Warehouses (EDW), Operational Data Stores (ODS), Data Marts, dimensional modeling, and analytical data structures.
Strong understanding of data warehouse architecture, data lineage, performance optimization, scalability, and reporting enablement.
Experience supporting Finance, Enterprise Reporting, Analytics, FP&A, Accounting, and Business Intelligence workloads.
Product Ownership & Requirements Leadership
Experience owning product roadmaps, delivery backlogs, prioritization, sprint planning, and release planning for enterprise data and analytics solutions.
Strong business analysis and requirements management experience including requirements gathering, user stories, acceptance criteria, data mapping, and process modeling.
Experience coordinating User Acceptance Testing (UAT), release readiness activities, stakeholder communications, and change management.
Ability to translate business objectives into scalable data warehouse, reporting, and analytics solutions.
Finance & Business Domain Expertise
Experience partnering with Finance, Reporting, Analytics, and Data Engineering teams to define KPI calculations, business rules, reconciliations, and reporting requirements.
Strong understanding of financial reporting concepts, controls, auditability, data governance, and operational reporting.
Experience documenting data lineage, source-to-target mappings, business definitions, and reporting requirements.
Ability to identify opportunities for product adoption, process improvement, and business value realization.
Cloud Data Platforms & Engineering
Working knowledge of AWS cloud data services including S3, Glue, MWAA, Lambda, and Redshift.
Experience with DBT, SQL, data transformation frameworks, ETL/ELT processes, and cloud-based data platforms.
Ability to partner effectively with Data Engineering teams on platform enhancements, modernization initiatives, and cloud migration efforts.
Understanding of data integration, orchestration, automation, monitoring, and operational support practices.
Data Governance & Quality
Strong understanding of data governance, metadata management, master data concepts, and data security principles.
Experience implementing data validation, reconciliation processes, operational controls, and data quality frameworks.
Ability to ensure the accuracy, consistency, reliability, and integrity of enterprise reporting and analytics solutions.
Leadership & Stakeholder Management
Experience serving as a data lead, technical analyst lead, product owner, or subject matter expert for enterprise data warehouse initiatives.
Strong communication, stakeholder engagement, presentation, and relationship-building skills.
Ability to collaborate across Finance, Analytics, Data Engineering, Architecture, and Operations teams.
Experience working within Agile delivery environments and guiding cross-functional teams toward successful outcomes.
Preferences
Financial Services industry experience preferred.
Experience working within large-scale enterprise reporting and analytics environments.
Experience with PostgreSQL, Oracle, SQL Server, and other enterprise database technologies.
AWS Certification and/or Snowflake SnowPro Certification preferred.
Experience supporting cloud migration, platform modernization, or M&A integration initiatives.
Pay Range:
$115,600.00 - $192,600.00Company 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(6) , 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 www.lpl.com.
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 www.lpl.com.
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 (855) 575-6947.
EAC 5.19.26
