Sr. Product Analyst

Are you a team player? Are you curious to learn? Are you interested in working in 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!

Excited to learn more? If so, then this could be the role for you!  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial is seeking a Senior Product Owner who will help lead a portfolio that contributes to the Trading organization’s ongoing Data Transformation and technology modernization efforts.

The Product Owner 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 Manager 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 are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 3+ years of experience in product management, consulting, program & project