Senior Product Analyst

Job Overview:

As a key member of the LPL Product team, our group has a unique opportunity to lead the design, implementation, and ongoing maintenance of LPL's Digital Transformation. Our product leaders work closely with teams across LPL to deliver technology services to millions of investors and more than 16,000 advisors across the US. The Salesforce CRM and Marketing product team is responsible for providing a technology product that supports how we bring in new business to LPL, along with how we continue to support our current LPL Advisors in order for them to help supports their clients. We play in integral part on the journey our advisors experience during their time at LPL. The successful candidate will be passionate about delivering ongoing improvements aligned to LPL's Digital Transformation and Growth roadmaps, and inject new ideas and concepts into those initiatives

Responsibilities:

• Stakeholder Collaboration and Requirements: Work closely with cross-functional teams, including marketing, sales, and engineering, to understand business unit needs and drive product success.

• Agile Development: Participate in (or lead as necessary) agile ceremonies to help deliver value to our internal customers; help draft user stories, acceptance criteria, and design documents as necessary.

• User Experience: Gather and analyze user feedback to continuously improve product features and user satisfaction.

• Training and Support: Provide training and support to internal teams and stakeholders on product functionalities and updates.

• Data Analytics: Analyze Salesforce / CRM product performance data to provide actionable insights and recommendations.

• Reporting: Create detailed reports and presentations to communicate findings and recommendations to senior management; troubleshoot problems as necessary.

• Compliance: Ensure all products comply with relevant regulations and standards.

• Market Analysis: Conduct market research to identify trends, opportunities, and competitive landscape.

• Product Strategy: Assist in the development and implementation of product strategies that align with the company's goals and market demands.

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.

Requirements:

• Bachelor's Degree in Business, Economics, Statistics, or a related field

• 3+ years of experience in product analysis, preferably within the CRM domain.

Core Competencies:

• Excellent problem-solving and critical-thinking skills.

• Strong communication and presentation skills.

• Ability to collaborate effectively in a team environment.

• Attention to detail with a focus on data accuracy.

Preferences:

• Experience with Salesforce or ServiceNow

• Background in customer journey mapping and user experience optimization.

• Familiarity with Agile and Scrum methodologies.

• Strong leadership skills with experience managing cross-functional teams.

• Previous experience in a SaaS environment.

• Strong proficiency in data analysis tools such as SQL, Excel, and Tableau.

• Experience with direct, channel and partner sales ecosystems

• Jira or other product management platforms

Pay Range:

$82,300-$137,100/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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