Sr. Product Analyst - Technology

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

The Corporate Finance Systems organization is currently hiring a Product Analyst responsible for building and delivering Advisor solutions related to Enterprise systems and 3rd party Technology integrations.

The ideal candidate will have knowledge of our competitive landscape, understand the needs of our advisors and internal partners, and be comfortable working independently to drive outcomes across broad cross-functional teams. An ideal candidate will need to gain a full understanding of what our users need are; and be able to clearly define and articulate those needs to ensure we build solutions which delight our users while ensuring governance across data, experience, compliance, legal, support and ad hoc needs. This role will embrace strategic, entrepreneurial, analytical, and product management skillsets to support our products as we continue to grow our client base. We are shaping an end-to-end business friendly experience for our users that meets their growing needs in an adaptable and technical proficient means.

Responsibilities:

• Work closely with cross-functional teams, including business partners, finance, and engineering, to understand business unit needs and to align on goals and priorities, including providing vision for the agile teams as well as creating and prioritizing the roadmap and backlog.
• Participate in and lead agile ceremonies to help deliver value to our advisors and internal customers; create user stories, acceptance criteria, and design documents as necessary.
• Provide leadership across cross functional teams to prioritize and bring working solutions to our clients in a timely and cost-effective manner.
• Collaborate closely with UI/UX experts as needed to create user-centered, intuitive experiences that increase customer satisfaction, user adoption.
• Collaborate with 3rd party Vendors to define and develop third party solutions to meet user needs.
• Assist the development team in integration, development and support of third-party tooling according to end-user needs, help with the testing of the functionality, accessibility and integration points.
• Contributing to and maintaining a positive team culture that values high performance, collaboration, and transparency.
• Collaborate with compliance partners to ensure solutions fulfill regulatory compliance requirements.
• Collaborate with a cross-functional team of subject matter experts and impacted resources to deliver new product capabilities effectively
• Establish success metrics for the products and deliver best outcomes for our advisors and LPL
• Create professional presentations that help stakeholders engage effectively in problem solving and decision-making throughout the product journey.
• Have a passion for helping our users and a willingness to do what’s needed across a variety of functions and products. You will work closely with technology, finance, research, design, consultants, and leaders to drive the best product outcomes for our clients.

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 Business, Economics, Statistics, or a related field
• 2-5+ years of experience in product management within a financial service or related fintech firm

Core Competencies:

• Excellent problem-solving and critical-thinking skills.
• Strong communication and presentation skills.
• Strong team player with the ability to work effectively in a group and independently.

• Must be able to take initiative and “make things happen” with timelines and deadlines, self-starter and independent contributor.
• Good understanding of use cases development, articulation of user needs, user story creation and backlog management

Preferences:

• Experience in agile and scrum methodology preferred.
• Strong oral and written communication skills
• Str