Sr. Product Analyst

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:

This role is an Sr. Analyst, Product Analyst position on our trading product team responsible for a new initiative to support our financial institutions supporting their trust and retail business through new unified capabilities.  As a trusted partner, you will drive outcomes, support cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions in our unified wealth platform.

For this role, broad experience in the complexities how broker/dealers, RIAs and trust departments operate and serves the needs of partner financial institutions is essential. A strong understanding of the complexities of financial services and the regulatory environment we operate as well as Agile management is critical.  This role will need to lead interactions with cross-functional teams internally and external business partners to drive key outcomes in support of our strategy.  Specific areas of expertise that are desired include a strong understanding of trust operations and technology platforms.

Responsibilities:

• Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs

• Support in detailed requirements documentation across the program and help establish transitioning program level work to new domains/products within the organization

• Support in creating help guides, our playbook, and other internal training materials

• Act as POC for product marketing and creating content for marketing materials and external training materials and how to guides

• Help in maintenance of materials to maintain and keep up to date as the program evolves

• Support Product Owners across the program as needed from a development progression standpoint

• Develop and monitor metrics to track the success of products and features and inform future iterations

• Become the subject matter expert on our users and their needs and desires, through customer interviews, product analytics, user feedback sessions, and insight from internal partners

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+ plus years in hands on product experience

• Bachelor’s degree in Business or a related field

Core Competencies:

• Demonstrated business acumen and the ability to interact with partners, including developing, presenting and supporting program needs

• Ability to work on a cross-functional team and drive outcomes, in some cases without having direct authority

Preferences: 

• Trading platform experience

• Agile and/or SAFe trainings and certifications

• Knowledge of UI/UX fundamental principles

• MBA preferred

• Professional designations preferred (CFP, CPA, etc.)

Pay Range:

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