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AVP, Product Analyst/Owner

Job ID: R-015581 Date posted: 08/31/2021 Primary Location TX-Austin Other Locations SC-Fort Mill , CA-San Diego

Are you a team player? Are you curious to learn? Are you interested in working in 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!

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA.  We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Job Overview:

The AVP, Product Analyst/Owner works within the agile process and is the final authority for decisions regarding priority, business value, and functionality for all the work done by the Agile development team. The Product Analyst possesses an in depth knowledge of goals and desired objectives of the project, as well as analytical skills to assess and articulate what needs to be built.

Key Responsibilities (1-4 areas):

1- Liaison & Communication

  • Acts as a fully integrated team member.

  • Ably represents the business user and product priorities.

  • Uses clear goals to communicate vision at the beginning of every release and sprint so that the team understands and is equipped to realize it.

  • Analyzes business systems and clearly communicates requirements through epics and stories so they are understood.

  • Communicates status outside the team.

2- Agile Scrum Team

  • Creates, maintains, prioritizes, and sequences the product backlog based on business value or ROI.

  • Creates user stories and acceptance tests from themes and features granular enough for a single sprint.

  • Prioritizes user stories by business value.

  • Decides which user stories are scheduled into sprints.

  • Provides rapid feedback.

  • Participates in product increment planning, daily stand-up meetings (scrums), reviews, retrospectives, sprint and release planning, demos and other Scrum-related meetings.

3- Application Support

  • Reviews deliverable and demonstrable code after every sprint, and has the authority to accept or reject.

  • Develops and maintains standards for testing and progress visibility.

  • Provides progress reporting.

  • Assists as needed with backlog maintenance.

  • Assists with internal and external communication, improving transparency, and radiating information.

  • Assists with prioritization and resolution of defects / bugs

4- Management

  • Is always accessible and participates proactively and constantly in the team activities.

  • Steers the project to ensure delivery of business value.

  • Is visible, vocal, and objective.


  • 5+ years of experience in the IT industry

  • Business Analysis experience

  • Product management experience within an agile delivery framework

Core Competencies:

  • Passion for delivering the best client experience both internally and externally

  • Demonstrated ability to work independently and collaboratively with all levels of staff and management across multiple partner teams

  • Exemplary collaboration, interpersonal, and presentation skills

  • Superior skill and ability in multi-tasking and appropriate prioritization

  • Ability to effectively respond to dynamically changing work environment and to positively influence business outcomes

  • A track record of innovative thinking and problem solving


  • Financial services experience

  • BPM project or product experience

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 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 (800) 877-7210.

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