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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@lplfinancial.com.
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Product Analyst, Advisory Platforms

Job ID: R-016557 Date posted: 09/10/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill

Role Description

The Advisory Platforms team within LPL’s Investor & Investment Solutions (IIS) group is responsible for delivering a highly competitive set of advisory programs.  This includes the platform and product offering, revenue/pricing economics, advisor/client access to solutions, and operational activities.  The team’s goal from an investment product management perspective is to enhance our advisors’ and investors’ experience while helping to improve our firm’s economic and risk profiles.

The Product Analyst will be responsible for executing our advisory platforms day-to-day product management, in addition to participating in large initiatives to increase adoption including technology improvements.  This position requires strong analytical skills, the ability to manage multiple bodies of rapidly evolving work simultaneously, and demonstrate the ability to creatively execute plans to solve highly complex matters.  A successful candidate will demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of concise oral and written communication. 

This position will have the opportunity to partner with cross-functional stakeholders across in the firm to:

  • Take a problem, identify potential solutions or improvements and recruit partners in relevant areas of the firm to prioritize and implement solutions in a timely fashion
  • Provide thought-leadership analysis to frame and plan enhancements to the advisory experience, including economic review scenarios, technology and process improvements
  • Prioritize product features and guide development solutions to achieve the key short-term and long-term goals indicated in the overall product strategy (e.g. partnering with technology in agile development)
  • Leading the implementation of new offerings through participation in and evaluation of prototypes and pilots

Responsibilities

  • Leverage the organization to develop and execute detailed, tactical plans to enhance the advisory experience
  • Working closely with cross-functional team to develop feature set priorities to execute and achieve the overall strategic program vision
  • Synthesize internal and industry data into themes and patterns to provide insights and data-driven recommendations
  • Building cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team
  • Achieve alignment by communicating decisions and outcomes to various levels throughout the organization
  • Creating presentations for senior members of the organization
  • Complete ad-hoc assignments that assist in development and implementation of strategies and new processes
  • Providing research, analysis, project management and project support on a variety of strategic initiatives

Qualifications

  • Strong communication skills, both written and oral, with the ability to frame and present complex issues to executive stakeholders in the organization
  • Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives
  • Entrepreneurial perspective, self-starter, ability to work with minimal supervision
  • Exceptional problem solving and critical thinking skills
  • Project management / multi-tasking skills across different topics
  • Results oriented and outcome based
  • Background in technology product management, client-facing experience, financial services, and/or R&D a plus
  • 2+ years business experience, BA/MBA degree preferred

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.

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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 (800) 877-7210.

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