Sr. Product Analyst - Technology

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.

Job Overview

The Corporate Finance Systems organization is currently hiring a Product Analyst responsible for building and delivering Advisor solutions related to Enterprise systems and 3rd party Technology integrations.

The ideal candidate will have knowledge of our competitive landscape, understand the needs of our advisors and internal partners, and be comfortable working independently to drive outcomes across broad cross-functional teams. An ideal candidate will need to gain a full understanding of what our users need are; and be able to clearly define and articulate those needs to ensure we build solutions which delight our users while ensuring governance across data, experience, compliance, legal, support and ad hoc needs. This role will embrace strategic, entrepreneurial, analytical, and product management skillsets to support our products as we continue to grow our client base. We are shaping an end-to-end business friendly experience for our users that meets their growing needs in an adaptable and technical proficient means.

Responsibilities:

• Work closely with cross-functional teams, including business partners, finance, and engineering, to understand business unit needs and to align on goals and priorities, including providing vision for the agile teams as well as creating and prioritizing the roadmap and backlog.
• Participate in and lead agile ceremonies to help deliver value to our advisors and internal customers; create user stories, acceptance criteria, and design documents as necessary.
• Provide leadership across cross functional teams to prioritize and bring working solutions to our clients in a timely and cost-effective manner.
• Collaborate closely with UI/UX experts as needed to create user-centered, intuitive experiences that increase customer satisfaction, user adoption.
• Collaborate with 3rd party Vendors to define and develop third party solutions to meet user needs.
• Assist the development team in integration, development and support of third-party tooling according to end-user needs, help with the testing of the functionality, accessibility and integration points.
• Contributing to and maintaining a positive team culture that values high performance, collaboration, and transparency.
• Collaborate with compliance partners to ensure solutions fulfill regulatory compliance requirements.
• Collaborate with a cross-functional team of subject matter experts and impacted resources to deliver new product capabilities effectively
• Establish success metrics for the products and deliver best outcomes for our advisors and LPL
• Create professional presentations that help stakeholders engage effectively in problem solving and decision-making throughout the product journey.
• Have a passion for helping our users and a willingness to do what’s needed across a variety of functions and products. You will work closely with technology, finance, research, design, consultants, and leaders to drive the best product outcomes for our clients.

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:

• Bachelor's Degree in Business, Economics, Statistics, or a related field
• 2-5+ years of experience in product management within a financial service or related fintech firm

Core Competencies:

• Excellent problem-solving and critical-thinking skills.
• Strong communication and presentation skills.
• Strong team player with the ability to work effectively in a group and independently.

• Must be able to take initiative and “make things happen” with timelines and deadlines, self-starter and independent contributor.
• Good understanding of use cases development, articulation of user needs, user story creation and backlog management

Preferences:

• Experience in agile and scrum methodology preferred.
• Strong oral and written communication skills
• Strong attention to detail, process and organization
• Positive, flexible person with the ability to work in a changing environment, identify and manage priorities.
• Strong leadership skills with experience managing cross-functional teams.
• Previous experience in a SaaS environment.
• Jira or other product management platforms

 

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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