Cross-Functional Capability Lead

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.

LPL Financial is seeking a Cross‑Functional Capability Lead to drive end‑to‑end Wealth Management (WM) capabilities across multiple Systems of Record (SoRs) including Accounts, Positions, Clients, Participants, Party, Securities, and Pricing. This role is responsible for orchestrating cross‑domain collaboration, analyzing end‑to‑end data and process flows, and ensuring that critical enterprise initiatives are executed with a data‑first, domain‑driven approach. The Capability Lead will act as a horizontal integrator—bridging business intent, data domains, and technical execution to ensure consistency, quality, and scalability across the WM ecosystem.

The ideal candidate brings deep WM domain expertise, strong data and architectural fluency, and a proven ability to influence across organizational boundaries without direct authority.

• Provide an end‑to‑end view of WM capabilities and data flows across So Rs
• Drive cross‑domain alignment on data definitions, ownership, and quality
• Ensure critical initiatives are designed and delivered using domain‑driven design (DDD) principles
• Elevate data quality and consistency across WM domains
• Reduce fragmentation, duplication, and downstream integration risk
• Develop and maintain an enterprise view of WM capabilities, independent of specific applications or platforms
• Act as the horizontal integrator across business, technology, and data teams
• Map and analyze end‑to‑end data flows across SoRs, from origination to consumption
• Advocate for data products and contracts as foundational elements of delivery
• Ensure initiatives align to enterprise data strategy and WM domain models
• Work with architecture and engineering teams to:
  • Translate business capabilities into clear domain and data models
  • Ensure quality is managed at the domain level, not just downstream
  • Drive adoption of quality and observability tooling where appropriate
• Influence without authority by providing clarity, structure, and shared understanding
• Serve as a trusted advisor on WM data and capability design

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.

• 12+ years of experience in Wealth Management, Financial Services, or Capital Markets

• Proven experience working across multiple SoRs and data domains
• Experience leading or supporting large‑scale enterprise initiatives
• Strong background in data, architecture, or product‑centric roles

• Enterprise data architectures experience
• Data modeling (conceptual, logical, canonical) experience
• Data lineage and impact analysis experience
• Data quality and observability practices experience
• Domain‑driven design concepts experience
• Data products and data contracts
• Modern data platforms and integration patterns

$128,003–$213,339 per year. Actual base salary varies based on relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. In addition, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – including 401(k) 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…