Sr. Product Analyst - Finance

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 is looking for a Product Analyst / Business Analyst to partner with the Finance and Advisor Capital Business and Product teams. This role will lead requirements gathering, coordinate with business and finance SMEs, and handle light project management and reporting from a product standpoint. The ideal candidate will help refine critical initiatives, providing the necessary analysis and documentation to streamline processes, understand key third party integrations and technologies, and enhance operational efficiency.
Responsibilities:

• Organize and facilitate sessions with Business, Finance, Technology and other key stakeholders to help capture and document critical requirements
• Partner with Product and Tech teams to elicit and document requirements
• Serve as a primary contact for cross-functional queries, translating business needs into actionable specifications.
• Work alongside the Product Manager and Product Owner to assist in creating user stories, acceptance criteria, and backlogs in an agile environment.
• Create and maintain process flows, feature definitions, and other artifacts that articulate business and technical requirements.
• Provide light project management support by tracking milestones, dependencies, and deliverables with support from the Scrum Master and Product Owner.
• Prepare regular status updates and progress reports, ensuring leadership visibility into risks and achievements.
• Data Analysis & Validation
• Identify potential gaps or issues in existing data flows and propose corrective actions.
• Assist in facilitation of agile ceremonies (refinement, planning, demos) as needed, promoting best practices in product development

What are we looking for?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:

• 2-5 years of Business Analyst or Product Analyst experience, ideally in financial services or another highly regulated setting.

Core Competencies:

• Basic understanding of agile methodologies and product management
• Experience with Jira for backlog management.
• Process Mapping & Communication
• Proficient in process flow documentation, requirement gathering, and bridging business-technical conversations.
• Strong written and verbal communication, capable of delivering concise, clear updates to leadership and peers.
• Collaboration: Works well across business, ops, and technical teams, building consensus and managing priorities.
• Organization: Adept at juggling multiple workstreams, dependencies, and reporting duties in a fast-paced environment.
• Adaptability: Embraces change, remains flexible under shifting priorities, and consistently seeks to improve processes.

 

Pay Range:

$78,375-$130,625/year
 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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