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 OverviewLPL Financial is seeking an AVP, Data Services – Reference Data Engineering Lead to join our Data & Analytics organization and support the Reference Data Master team. This role is responsible for designing, developing, and enhancing party reference data solutions that support critical business capabilities including client onboarding, KYC/AML processes, regulatory reporting, operational workflows, and data consumption across the enterprise.
The ideal candidate brings strong hands-on experience in data engineering, reference data management, cloud-native platforms, and Agile delivery. This individual will partner closely with business stakeholders, architects, data governance teams, and engineering teams to deliver scalable, secure, and high-quality reference data services.
ResponsibilitiesLead the design, development, and support of party reference data applications, APIs, and data services.
Partner with business stakeholders, architects, and engineering teams to deliver reference data solutions supporting client, counterparty, issuer, and legal entity domains.
Develop and maintain cloud-native data pipelines utilizing AWS services such as Glue, Lambda, EventBridge, S3, RDS, and Kafka/MSK.
Support the modernization of legacy reference data platforms through migration to scalable cloud-based solutions.
Integrate third-party reference data sources including Dun & Bradstreet, S&P Global, and other data providers to support enrichment, validation, and compliance requirements.
Develop and support APIs and data services consumed by CRM, compliance, reporting, operations, and trading platforms.
Implement data quality controls, validation rules, matching and deduplication processes, survivorship logic, and lineage tracking capabilities.
Collaborate with data governance and architecture teams to support reference data standards, metadata management, and best practices.
Participate in Agile planning, backlog refinement, estimation, sprint execution, and delivery activities using Jira.
Provide technical leadership and mentorship to junior engineers and project team members.
Support platform observability, performance tuning, resiliency, operational excellence, and incident resolution activities.
What Are We Looking For?
We want strong collaborators who can deliver a world-class client experience. We are looking for individuals who thrive in a fast-paced environment, are client-focused, team-oriented, and execute in ways that encourage innovation, accountability, and continuous improvement.
RequirementsMinimum of 7 years of experience in data engineering, software engineering, cloud engineering, or related technical disciplines.
Minimum of 2 years of experience serving as a technical lead, project lead, or people leader.
Experience developing and supporting cloud-native applications, APIs, and data platforms.
Experience developing event-driven architectures, data pipelines, and distributed data services.
Bachelor’s degree in Computer Science, Information Technology, Engineering, Mathematics, or a related technical field (or equivalent combination of education and relevant work experience).
Strong hands-on engineering and technical problem-solving skills.
Ability to collaborate effectively across business and technology teams.
Experience delivering scalable, secure, and high-quality data solutions.
Understanding of party data, reference data, client data, or regulatory data environments.
Strong communication, stakeholder engagement, and delivery execution skills.
Ability to balance technical excellence with business priorities.
Experience with Master Data Management (MDM) concepts including identity resolution, entity matching, survivorship rules, and golden record creation.
Experience working with reference data, master data, customer data, client data, or legal entity data domains.
Experience with AWS services including Glue, Lambda, EventBridge, S3, Aurora/Postgres, RDS, and MSK/Kafka.
Experience with Snowflake, Aurora/Postgres, SQL Server, or other cloud-native database platforms.
Familiarity with CI/CD pipelines, Infrastructure-as-Code (Terraform), and DevOps practices.
Strong SQL, data modeling, and data integration skills.
Experience working within Agile delivery environments.
Experience supporting data governance, metadata, data quality, and lineage initiatives.
Financial services, wealth management, banking, brokerage, or regulatory data experience preferred.
AWS certifications are a plus.
Pay Range:
$119,068.00 - $198,378.00Actual 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(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
Skills Required
- Minimum of 7 years of experience in data engineering, software engineering, cloud engineering, or related technical disciplines.
- Minimum of 2 years of experience serving as a technical lead, project lead, or people leader.
- Experience developing and supporting cloud-native applications, APIs, and data platforms.
- Experience developing event-driven architectures, data pipelines, and distributed data services.
- Bachelor's degree in Computer Science, Information Technology, Engineering, Mathematics, or related field (or equivalent experience).
- Provide technical leadership and mentorship to junior engineers and project team members.
- Experience with Master Data Management (MDM) concepts including identity resolution, entity matching, survivorship rules, and golden record creation.
- Experience integrating third-party reference data sources (Dun & Bradstreet, S&P Global) for enrichment and validation.
- Experience with AWS services (Glue, Lambda, EventBridge, S3, Aurora/Postgres, RDS, MSK/Kafka).
- Experience with Snowflake, Aurora/Postgres, SQL Server, or other cloud-native databases.
- Familiarity with CI/CD pipelines, Infrastructure-as-Code (Terraform), and DevOps practices.
- Strong SQL, data modeling, and data integration skills.
- Experience supporting data governance, metadata, data quality, and lineage initiatives.
- Experience working within Agile delivery environments and using Jira.
- Financial services, wealth management, banking, brokerage, or regulatory data experience.
- AWS certifications.
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
