Senior Product Analyst - Model Management

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:

LPL Financial is seeking a Senior Product Analyst with deep data analysis expertise to join our Investment Management Product team. This role combines strategic product support for trading platforms with hands-on data conversion and onboarding responsibilities. You will play a key role in supporting the onboarding and conversion of centrally managed trading data from acquisitions into LPL’s trading systems, ensuring accuracy, efficiency, and scalability. This is a high-impact role that requires strong analytical skills, attention to detail, and the ability to collaborate across multiple teams including Onboarding, Trading, and Technology. You’ll also contribute to process improvements, mentor others, and help shape new capabilities in acquisition conversion data management.

Responsibilities:

• Analyze business processes, user needs, and platform performance to identify opportunities for product enhancements.

•  Support data analysis efforts for onboarding and conversion of UMA, SMA, sleeve-level models, and advisor-driven models into LPL platforms.

•  Design and execute data transformation pipelines and validate data integrity through rigorous testing and reconciliation.

• Collaborate with Teach Lead and Product Managers to define and refine product epics and features.

• Translate complex business and data requirements into clear, actionable documentation for development teams.

• Support backlog grooming, sprint planning, and other Agile ceremonies by providing data-driven insights and clarifications.

• Partner with stakeholders across business, technology, and operations to gather requirements and validate solutions.

• Lead collaboration across multiple cross-functional teams—including Product, Technology, Operations, and Onboarding—to align on development priorities, coordinate planning efforts, and ensure timely execution of strategic initiatives.

• Develop and maintain documentation including run books, user stories, test results, and dashboards to monitor conversion success and operational performance.

• Support risk identification and mitigation efforts related to product delivery and data integrity.

• Assist in defining acceptance criteria and validating that deliverables meet business expectations.

• Contribute to executive-level reporting and dashboards that track key performance indicators and strategic progress.

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 Information Science, Engineering, Mathematics, Finance, Economics, or a related field.

• 5–8 years of experience in product analysis, data analytics, or product management within financial services or fintech.

• Advanced proficiency in SQL, Excel, Tableau, and Alteryx; experience with Python or R is a plus.

• Experience with ETL tools and cloud data platforms (e.g., Snowflake, AWS Redshift).

• Experience with large data sets.

Core Competencies

• Analytical mindset with a focus on data accuracy and business impact.

• Strong collaboration and communication skills.

• Ability to manage multiple priorities and meet tight deadlines.

• Continuous improvement mindset and openness to innovation.

• Strong storytelling skills using data to influence decisions and drive outcomes.

• Strong organizational and problem-solving skills with attention to detail.

• Ability to translate business requirements into technical solutions and communicate findings effectively.

Preferences:

• Certified Scrum Product Owner (CSPO) or equivalent Agile certification.

• Experience working with trading platforms or investment management tools.

• Knowledge of data governance frameworks and metadata management.