Senior Product Analyst

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Sr. Analyst, Product Manager role will support data infrastructure strategy and development of end-to-end reporting, dashboard, and process automation for LPL Wealth Advisors Group - a fast-growing business within LPL serving end-investors with comprehensive financial advice, guidance, planning, and service to end investors from a centralized call center model. This role plays a critical part to the business by managing platform modernization efforts that enable the business to scale, improve efficiency and business effectiveness. This individual will help create the bridge between vision and execution, defining requirements based on user research and business needs.

Additionally, the Sr. Analyst, Product Manager will support initiative/project management – working closely with key business leaders to enhance existing initiatives and identify new verticals to continue enabling and driving growth. The ideal candidate is detail‑oriented, comfortable working with stakeholders across the organization, and skilled at turning complex operational information into clear recommendations and business cases.

Responsibilities:

• Drive foundational changes by leading data infrastructure evolution through detailed reviews of current state, understanding requirements, and creating new and flexible automation outputs

• Conduct current‑state assessments through documentation, SME sessions, process walkthroughs, and identifying operational pain points.

• Collaborate with technology and development partners on a daily basis to drive progress in-line with business needs and vision

• Take an innovative and agile approach to enhance existing products or build new ones

• Create workflow diagrams, process maps, and data‑flow visuals to communicate current and future states.

• Define and continually refine key attributes of existing and new offerings including the business case, economics, and operational model 

• Help define mid to long-term product development roadmaps, features and capabilities

• Support the automation lifecycle across discovery, design, sizing, execution, and handoff.

• Collaborate with client experience and product management partners to support and execute strategic initiatives

• Participate and contribute to the launch of new services and enhancements to existing platforms

• Track risks, dependencies, actions, deliverables, and milestones to maintain project governance.

• Measure post‑implementation results, validate benefits, compare outcomes to projections, and document insights.

• Prepare presentations and summaries for leadership reviews and prioritization discussions.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree or 4+ years of industry or related experience

• 2+ years of experience building products or technology-enabled services focused on data infrastructure and data/business analysis

• 2+ years of professional business experience within a project management role

Core Competencies:

• Able to understand business strategies and create product vision to support

• Fast-learner, able to become a subject matter expert on initiatives in development with respect to digital product, product as a service, and continuity of the client relationship

• Excellent organizational skills, able to effectively maintain proper prioritization and track project and/or product workstream progress

• Excellent communication skills and collaboration abilities, able to hold partners accountable and drive performance without creating resentment

• Sharp analytical skills and intellectual curiosity

• Ability to find creative solutions for project execution and data challenges

• Action orientation, willingness to take the initiative, and a desire to be a team player

• A commitment to constant self-improvement and a willingness to be coached

• Comfort wearing “multiple hats” in a startup environment, where responsibilities frequently extend beyond defined roles

• Grace under pressure and a positive attitude

• Ability to support multiple initiatives at once in a fast paced, fun, high energy culture

• Strong proficiency with Microsoft Office tools (Excel, PowerPoint, Word, etc.).

Preferences:

• Expertise with Snowflake, especially with native app creation and transforming Python scripts

• Experienced with product management platforms (Jira or Confluence)

• Previous experience working in financial services

• Experience with product as a service and team-based wealth management models

• SAFE (Scaled Agile for Enterprise), or CPM (Certified Project Manager) credential

• Preferred majors: Computer Science, Information Technology, Management Information Systems (MIS), Computer Engineering, Statistics, Finance, or similar.

 

Pay Range:

$80,726-$134,544/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.

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