Sr. Product Analyst
Are you a team player with a growth mindset? 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 (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
This role is part of our Advisor Solutions product group dedicated to making our advisor platform, ClientWorks, a best-in-class experience providing users an efficient, intuitive and delightful technology experience. In this role you’ll work alongside our Product Managers to help deliver quality software solutions to our advisors.
Identify and scope out features and capabilities prioritized by business and product leadership
Decompose epics into features and user stories, complete with acceptance criteria and a clear definition of “done”
Coordinate with our UI/UX team to develop mockups for those features and capabilities
Ensure that the agile teams have a healthy backlog of refined and prioritized features
Meet regularly with our users to ensure that the enhancements we deliver are in alignment with their needs and goals
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.
2 years professional experience as a business analyst, product owner or equivalent role as part of an agile team developing software for end-users
Strong communication skills – both written and oral – with the ability to present materials to both a technical and non-technical audience
Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives
Ability to manage multiple, simultaneous efforts spanning multiple projects and stakeholders
Empathy for the user experience and a passion for delivering outcomes that continuously improve that experience
Background in a client-facing role and/or the financial services industry
Agile and/or SAFe trainings and certifications
Knowledge of UI/UX fundamental principles
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 @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.