Sr. Product Analyst

Job Overview:

LPL Financial is seeking a Sr. Product Owner for our Omni Channel Platform. The role is a support function to the work LPL leads to build and implement new technology and business process solutions for advisors. This position will manage the logistics of the product development lifecycle, including writing formal business requirements, supporting product/project management work administratively and communicating across cross-functional teams within the organization.

Candidates for this role must have experience and knowledge in the financial services industry and project management lifecycle.  The role will work collaboratively with many stakeholders – every product will have unique aspects and requires a candidate to be able to think analytically and anticipate needs.  Collaboration with internal business and technology partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.

Responsibilities:

• Own and prioritize the product backlog for WFM and support tools (e.g., NICE WFM, Nexidia, Quality Center).

• Provide support to the Product Management team by authoring business requirement documents

• Provide administrative support for testing, experimentation and readiness efforts

• Provide data analytics and data oversight

• Provide project management support where appropriate

• Assist in tracking, analyzing and creating performance and output reports during and in the follow-up after project completion

Requirements:

• Bachelors degree or equivalent work experience

• 1 plus years hands on product experience

• 1 plus years hands on experience with JIRA

Core Competes:

• Strong understanding of Scrum and SAFe frameworks.

• Positive, flexible person with the ability to work in a changing environment, identify and manage priorities

• Strong team player with the ability to work effectively in a group and independently

Preferences:

• Familiarity with tools like NICE WFM, Nexidia, and Quality Center.

• Experience in capturing and reporting program and project results

• Experience with Agile projects and process is a plus

• Experience working in call center environment

 

Pay Range:

$80,726-$134,544/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) 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 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.

EAC12.9.25