Skip Navigation
Search Our Jobs

Search Our Jobs

Click Here to View All Available Opportunities at LPL Financial

IIS Product Management, Sr. Analyst

Job ID: R-002677 Date posted: 04/16/2018 Primary Location SC-Fort Mill Other Locations CA-San Diego

IIS Product Management, Sr. Analyst, Job Description

The Analyst role will be a member of the Investor and Investment Solutions (IIS) Product team focused on the supporting the development, maintenance and ongoing lifecycle of a portfolio of Investment platforms, technology tools and capabilities, and advisor-facing products.  The role is a support function to the work LPL leads to build and implement new technology and business process solutions for advisors. This position will manage the logistics of the product development lifecycle, including writing formal business requirements, supporting Project Management work administratively and communicating across cross-functional teams within the organization.

Candidates for this role must have experience and knowledge in the financial services industry and project management lifecycle.  The role will work collaboratively with many stakeholders – every product will have unique aspects and requires a candidate to be able to think analytically and anticipate needs.  Collaboration with internal business and technology 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:

Analyst, Investor and Investment Solutions Job Description:

Essential Functions:

  • Provide support to the Product Management team by authoring business requirement documents
  • Provide administrative support for testing, experimentation and readiness efforts
  • Provide data analytics and data oversight
  • Provide project management support where appropriate

Testing & Readiness Coordination Duties:

  • Coordinate tasks, meetings and people/resources as part of assisting in the implementation and administration of new product and service launches,  including assisting in:
  • Customer Tester selection & recruitment
  • Scheduling meetings/calls and taking meeting notes
  • Assist in creating and maintaining program metrics and reporting
  • Assist in developing, improving and revising program processes for continual improvement.
  • Assist in issue management, being able to suggest solutions
  • Administrative tasks as they arise

Metrics & Measurement Duties:

  • Assist in creating, updating and maintaining data within our CRM technology tool (Salesforce), MS SharePoint, SmartSheet and MS Excel
  • Assist in creating, sending and analyzing surveys
  • Assist in determining meaningful data metrics
  • Assist in tracking, analyzing and creating performance and output reports during and in the follow-up after project completion

Nonessential functions:

  • Miscellaneous tasks that arise and are assigned  - May be events oriented, or technology or client related

Knowledge, skills and abilities Specific minimum competencies required for job performance:

  • Positive, flexible person with the ability to work in a changing environment, identify and manage priorities
  • 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
  • Strong oral and written communication skills
  • Strong attention to detail, process and organization
  • Strong sense of personal accountability for work
  • Ability to work independently with minimal supervision
  • Ability to manage multiple priorities
  • Ability to prepare presentations

Minimum qualifications Minimum level of education and experience required to perform the job:

  • Associates Degree; 4-year degree in business, marketing or technology preferred or equivalent experience.
  • Technology fluency including extensive knowledge of SharePoint, Outlook, Word, Excel, and PowerPoint required;
  • Product/Project Management Skills (informal or formal)
  • Experience in capturing and reporting program and project results
  • Experience with Innovation, Beta Testing, Client Experience or Design Thinking is a plus
  • Experience with Agile projects and process is a plus
  • Experience with ADKAR or AIM Change Management Methodology a plus

Success factors Personal characteristics that contribute to an individual's ability to excel on the job:

  • Fast learner and interest in experimentation, testing, design and change management
  • High attention to detail, superb organizational skills, and project management ability
  • Excellent written and verbal communication skills
  • Strong analytical skills and good at problem solving
  • Positive, flexible can-do attitude
  • Individual accountability

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

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

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Sign Up for Email Alerts!

Areas of InterestStay up-to-date about the latest opportunities at LPL Financial! Choose at least one category and/or location from the auto-suggestions and click 'Add' to subscribe.

  • All, San Diego, California, United StatesRemove
  • All, Fort Mill, South Carolina, United StatesRemove