Sr. Product Analyst - Trading

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.

Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

LPL Financial is seeking a Senior Product Analyst who will help lead a portfolio that contributes to the Trading organization’s ongoing Data Transformation and technology modernization efforts. This Senior Product Analyst helps bring purpose to the Scrum Team and is charged with maximizing the value of the team’s work. They maintain the Product Backlog and work closely with Technology Stakeholders, Customers, and the Business Owners in order to cultivate and nurture a community around the product. They also act as a liaison between the Scrum Team and Business Stakeholders ensuring the Scrum Team builds the right solutions at the right time.

The Product Owner provides “who, what, and why” so that the Scrum Team can answer “how.” They help orchestrate across business and technology resources; create, prioritize, refine stories in the product backlog; and help drive the delivery of the client solutions by contributing to key decisions regarding scope and requirements. They also help the Product Managers and Owners establish and maintain the Product Roadmap.

Responsibilities:

• Meet with Stakeholders to understand the strategic vision for the Product
• Collaborate with the Product Manager to define Features
• Break Features down to User Stories and prioritize the Product Backlog
• Be a conduit between the Scrum team and Business teams
• Drive collaboration and coordination across business and technology throughout the development process
• Communicate with stakeholders and manage their expectations
• Assist the Scrum Team with creating Acceptance Criteria and defining the team’s “Definition of Ready” and ‘Definition of Done”
• Be available to the Scrum Team to answer questions about the Product and attend Scrum Ceremonies
• Review User Stories to ensure all defined Acceptance Criteria has been met
• Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review
• Contribute to the Data Transformation & Technology modernization efforts by executing strategies that help the Trading organization evolve into an industry leading organization, delivering enviable advisor experiences.
• Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives
• Establish productive working relationships with all stakeholders and ensure effective portfolio communications occur
• Ensure effective reporting of all products to enable stakeholders to make decisions
• Formulate, organize and monitor inter-connected products and initiatives
• Support reporting activities

What We’re 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: 

• 3+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
• 2+ years of experience in Wealth Management / Trading domain
• 3+ years as a Product Owner or Analyst working with Agile/Scrum

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: 

• Strong knowledge of Jira
• Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred
• Bachelor's Degree
• Ability to work well in a fast-paced, changing environment