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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lpl.com.
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Analyst, Product Management

Job ID: R-012604 Date posted: 02/03/2021 Primary Location SC-Fort Mill Other Locations CA-San Diego

Are you passionate about delivering solutions to LPL’s financial advisors?

Are you results-oriented, agile-minded, and can work in a team or independently?

Do you like taking on challenging projects, learning new skills, and working with different people?

Job Overview:

The new Advisor Solutions organization is expanding its product management team and currently hiring a product analyst to join a team responsible for helping to drive LPL’s advisor and internal-facing technology products, digital platforms and workflow capabilities. 

This role must have a passion for helping our advisors, but a willingness to do what’s needed across a variety of functions and products.  The ideal candidate will have knowledge of our competitive landscape, understand the needs of both our advisors and LPL employees, and be comfortable driving outcomes across broad cross-functional teams. Collaboration with our clients and internal business partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.

Essential Functions:

  • Project management responsibilities as part of product lifecycle management including technology development, operational readiness, and advisor support
  • Assisting with data analysis, program metrics, updates and reporting
  • Working closely with several internal partners throughout the company on cross-functional project execution, completing operational tasks and keeping all stakeholders informed
  • Contributing to and maintaining a positive team culture that values high performance, collaboration, and transparency

Qualifications:

  • Bachelor’s degree in a related field; project, advisor, or industry certification and/or advanced degree preferred. 
  • 3+ years of experience in product, technology or sales management related roles within a financial services or related fintech firm
  • In-depth knowledge of the advisor’s practice and their client’s needs, including, but not limited to, day-to-day client/account workflows, client meetings and interactions, practice management, compliance requirements, and how to leverage data and insights to drive growth and efficiency opportunities. 
  • The ability to work in a cross-functional team, as well as willingness to jump in and support other teams or activities regardless of job description
  • Strong communication skills, both written and oral, and willingness to speak up, talk to advisors and stakeholders
  • Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives

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.

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 @lpl.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 (800) 877-7210.

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