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.

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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.

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 .

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