Sr. Product Analyst- Advisor Communication Solutions

Job Overview: 
The Investor Experience organization is currently hiring a Sr. Product Analyst on the Advisor Communication Solutions Team. Advisor Communications Solutions is responsible for understanding advisors’ office communication needs (e.g., email, chat, text, etc.) and ensuring they have the tools available to meet those needs. As a member of the Product team, the Sr. Product Analyst helps advisors learn how to use the communication solutions we offer and contribute to the information and tactics needed to drive product adoption.

Responsibilities:

• Develop hands-on expertise with relevant Advisor Communication Solutions

• Provide product demonstrations for advisors, institutions and LPL employees who want to learn about the solutions

• Support the Product Manager and Product Owner on advisor and employee-facing tasks

• Function as an escalation point for advisors, institutions and LPL employees to help resolve issues when advisors are not getting the support they need thru the product vendor or LPL support teams

• Participate in all testing activities to ensure new features and capabilities work as expected

• Manage advisor enrollment data to ensure LPL has accurate records on which advisors are enrolled in specific products

• Develop and maintain advisor feedback reporting, as well as provide summary analysis

•  Develop and maintain product adoption reporting, as well as provide summary analysis 

• Present analysis to leadership as input to general decision-making

• Coordinate recurring documentation required for third party risk management

What are we looking for? 
We are looking for people who develop hands-on expertise in the products they support. They are confident working directly with advisors and their staff. They demonstrate professionalism competency and empathy in their interactions with advisors and their staff.
 
Requirements: 

• 2 years of professional experience as a business analyst, product owner or equivalent role in an agile team

• 2 plus years working proficiency with Microsoft Excel

Core Competencies:

• Empathy for the user experience and a passion for helping our advisors realize the value of our products 

• Passion for organizing work and managing details

• Ability to manage basic data files, derive summary analysis and recommend best course of action

• Basic understanding of risk management as applied to legal, regu

• Problems and opportunities; confident taking action, even if not directly assigned 

• Ability to manage multiple, simultaneous tasks

Preferences: 

• Experience with customer-facing roles 

• Experience working with a scrum team

• Agile and/or SAFe trainings and certifications

• Experience working with software apps used to communicate via email, text, or chat

• Experience working with any AI software and office might use to help manage their business

 

Pay Range:

$78,375-$130,625/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

<