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VP, Data Retention Product Manager
VP, Data Retention Product ManagerLPL Financial • Fort Mill, SC, US
VP, Data Retention Product Manager

VP, Data Retention Product Manager

LPL Financial • Fort Mill, SC, US
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Vice President, Data Retention

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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.

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.
  • 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 : 510 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.
  • 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.
  • Pay Range : $132,000-$220,000 / year. Actual base salary varies based on factors, including but not limited to, relevant skills, 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!

    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 institutions, 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.

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    Vp Product • Fort Mill, SC, US

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