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:

Our Direct Business platform is a key strategic differentiator for the firm, providing advisors with the flexibility to offer a wide range of non-custodial products. We are seeking a Senior Product Analyst to join this dynamic team and play a central role in the ongoing transformation and modernization of this critical platform.

The Senior Product Analyst will help lead a portfolio that contributes to the platform's ongoing Data Transformation and technology modernization efforts. You will work closely with Product Managers, technology stakeholders, and business owners to help cultivate and nurture a community around the product. You will also act as a liaison between the scrum teams and business stakeholders, ensuring the teams build the right solutions at the right time.

Responsibilities:

• Analysis & Requirements Definition

• Partner with Product Owners, business stakeholders, and technology teams to analyze complex business processes and data flows.

• Translate discovery findings and stakeholder needs into clear, well-defined requirements, epics, features, and user stories.

• Serve as a key liaison between business and technology, ensuring a shared understanding of the problem and the proposed solution.

• Documentation & Knowledge Management

• Take ownership of creating and maintaining a centralized repository of documentation in Confluence, including process flows, business rules, and solution designs.

• Ensure all requirements are meticulously documented and traced within Jira, creating a clear and auditable backlog.

• Contribute to the governance and organization of the team's knowledge base to ensure it remains an evergreen and reliable resource.

• Agile Execution & Facilitation

• Drive the refinement and prioritization of the team's backlog, ensuring it aligns with the strategic product roadmap.

• Facilitate meetings, working sessions, and agile ceremonies to ensure clear communication and drive alignment across cross-functional teams.

• Act as a primary point of contact for the scrum team, clarifying requirements and removing obstacles to enable efficient delivery.

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, or business analysis, preferably within a financial services or related FinTech firm.

• 3+ years as a Product Analyst or Product Owner working with Agile/Scrum.

• Proven expertise in requirements gathering, documentation, and creating detailed process flows, use case diagrams, and other artifacts to articulate complex solutions.

• Strong proficiency with Jira and Confluence for backlog management and documentation.

Core Competencies:

• The ability to work in a cross-functional team and drive outcomes without having direct authority.

• Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as one of the recognized subject matter experts on the team.

• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.

• Actively anticipates, identifies, and manages risks within position scope and at the company.

Preferences:

• Bachelor's Degree.

• A technical background with a solid understanding of databases, back-end systems, and the ability to write basic SQL queries to analyze data.

• Experience in solution design and the ability to translate complex business needs into clear, actionable technical requirements.

• Exceptional organizational and communication skills, with a keen eye for detail.

• Ability to work well in a fast-paced, changing environment and manage multiple priorities effectively.

#LI-Hybvri