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.

Are you a team player with a growth mindset? Are you interested in working on 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!

Job Overview:

LPL Financial is seeking a Senior Product Analyst who will help lead a portfolio that contributes to the Trading organization’s ongoing Data Transformation and technology modernization efforts. This Senior Product Analyst 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 Managers and Owners 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 We’re 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: 

• 3+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
• 2+ years of experience in Wealth Management / Trading domain
• 3+ years as a Product Owner or Analyst working with Agile/Scrum

Core Competencies:

• Demonstrated business acumen and the ability to interact with partners, including developing, presenting and supporting program needs
• Ability to work on a cross-functional team and drive outcomes, in some cases without having direct authority

Preferences: 

• Strong knowledge of Jira
• Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred
• Bachelor's Degree
• Ability to work well in a fast-paced, changing environment

 

Pay Range:

$86,300-$143,800/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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