Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience—shaping culture,
driving performance, and guiding individuals to new heights. Because when that
happens, we all win—clients, LPL, and most importantly, our employees. If you’re
ready to lead with intention and discover what’s possible, LPL Financial invites
you to apply today.
Job Overview:
The AVP, Data Reporting Manager, leads the strategy, governance, and delivery of
LPL’s enterprise Business Intelligence capabilities. This role is responsible
for advancing Tableau Cloud, enabling AI-driven analytics, and ensuring
scalable, reliable, and governed data solutions in partnership with business,
finance, and technology leaders. This role offers the opportunity to advance
cloud-based BI platforms and integrate responsible AI capabilities to deliver
scalable, high-impact insights to executive and business stakeholders. You will
strengthen trust in enterprise BI, maximizes ROI of Tableau Cloud, enable
scalable decision-making, and accelerate modernization through responsible AI
adoption.
Responsibilities:
* Lead the enterprise Tableau Cloud strategy, including roadmap development,
platform evolution, and adoption across stakeholders
* Establish standards for certified data assets, reporting consistency, and
governed self-service analytics
* Ensure BI solutions support financial, management, and operational reporting
* Partner with Data, Analytics, and AI teams to enable AI-assisted insights and
augmented analytics
* Ensure analytics capabilities are secure, compliant, explainable, and aligned
with governance standards
* Define and operate the BI governance framework, including access, lifecycle
management, and performance standards
* Oversee platform scalability, performance, usage, and cost efficiency
* Translate business requirements into scalable BI architecture and delivery
roadmaps
* Lead prioritization, sequencing, and risk management across BI initiatives
* Ensure delivery quality, release readiness, and platform reliability
* Act as a strategic partner to business, finance, product, and technology
leaders
* Communicate roadmap, progress, and platform capabilities to senior
stakeholders
* Drive adoption and value realization of enterprise analytics
* Build and lead high-performing teams, including mentorship and performance
management
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We
are looking for people who thrive in a fast-paced environment, are
client-focused, team oriented, and are able to execute in a way that encourages
creativity and continuous improvement
Requirements:
* 12+ years in BI/analytics roles
* 5+ years of technical leadership experience as a tech lead or manager
* 3+ years of Tableau Cloud
* 1+ years of GenAI experience
Core Competencies:
* Proven track record of successfully managing projects and leading initiatives
* Excellent analytical and problem-solving skills, with the ability to
interpret complex data and make informed decisions.
* Strong communication (written and verbal) and interpersonal skills, capable
of influencing and collaborating effectively at all levels.
* Demonstrated leadership abilities, including team building, mentorship, and
performance management.
* Ability to work independently and as part of a team in a fast-paced, dynamic
environment.
* Strong organizational skills and attention to detail.
Preferences:
* Tableau Certification
* AWS GenAI Certification
* Bachelors degree
#LI-Hybrid
Pay Range:
$119,068.00 - $198,378.00
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(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
[http://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