Business Intelligence Lead

Summary

Lead With Purpose, Unlock Your Team's PassionAt 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 OverviewThe 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.ResponsibilitiesLead the enterprise Tableau Cloud strategy, including roadmap development, platform evolution, and adoption across stakeholdersEstablish standards for certified data assets, reporting consistency, and governed self-service analyticsEnsure BI solutions support financial, management, and operational reportingPartner with Data, Analytics, and AI teams to enable AI-assisted insights and augmented analyticsEnsure analytics capabilities are secure, compliant, explainable, and aligned with governance standardsDefine and operate the BI governance framework, including access, lifecycle management, and performance standardsOversee platform scalability, performance, usage, and cost efficiencyTranslate business requirements into scalable BI architecture and delivery roadmapsLead prioritization, sequencing, and risk management across BI initiativesEnsure delivery quality, release readiness, and platform reliabilityAct as a strategic partner to business, finance, product, and technology leadersCommunicate roadmap, progress, and platform capabilities to senior stakeholdersDrive adoption and value realization of enterprise analyticsBuild and lead high-performing teams, including mentorship and performance managementWhat 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 improvementRequirements12+ years in BI/analytics roles5+ years of technical leadership experience as a tech lead or manager3+ years of Tableau Cloud1+ years of GenAI experienceCore CompetenciesProven track record of successfully managing projects and leading initiativesExcellent 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.PreferencesTableau CertificationAWS GenAI CertificationBachelors degreeCompany OverviewLPL 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 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

Job Description

Lead With Purpose, Unlock Your Team's PassionAt 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 OverviewThe 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.ResponsibilitiesLead the enterprise Tableau Cloud strategy, including roadmap development, platform evolution, and adoption across stakeholdersEstablish standards for certified data assets, reporting consistency, and governed self-service analyticsEnsure BI solutions support financial, management, and operational reportingPartner with Data, Analytics, and AI teams to enable AI-assisted insights and augmented analyticsEnsure analytics capabilities are secure, compliant, explainable, and aligned with governance standardsDefine and operate the BI governance framework, including access, lifecycle management, and performance standardsOversee platform scalability, performance, usage, and cost efficiencyTranslate business requirements into scalable BI architecture and delivery roadmapsLead prioritization, sequencing, and risk management across BI initiativesEnsure delivery quality, release readiness, and platform reliabilityAct as a strategic partner to business, finance, product, and technology leadersCommunicate roadmap, progress, and platform capabilities to senior stakeholdersDrive adoption and value realization of enterprise analyticsBuild and lead high-performing teams, including mentorship and performance managementWhat 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 improvementRequirements12+ years in BI/analytics roles5+ years of technical leadership experience as a tech lead or manager3+ years of Tableau Cloud1+ years of GenAI experienceCore CompetenciesProven track record of successfully managing projects and leading initiativesExcellent 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.PreferencesTableau CertificationAWS GenAI CertificationBachelors degreeCompany OverviewLPL 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 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