Sr. Product Analyst

Are you a team player? Are you interested in working on meaningful crossfunctional projects?

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!

Excited to learn more? If so, then this could be the role 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.

Job Overview:

The Business and Wealth Solutions team is responsible for building, enhancing and growing the use of tools, resources and services across key areas that matter most to LPL advisors and enterprises. The Advisory team specifically owns the growth and profitability of the firm's investment advisory programs.

This includes the investment product offering, pricing and distribution efforts to grow the programs.

The team's goal is to enhance the experience while driving increases in net new assets and improving the firm's economic and risk profiles.

The Sr. Product Analyst will report to the Advisory and Product Consulting teams head of Sales Operations.

The Sr Product Analyst will be responsible for building and maintaining tools for our consulting team to help better optimize their time. This is inclusive of consulting engagement guides, fact sheets, business analysis tools and more. Additionally, this role will help support our digital advisor experience which will help our advisors locate information in order to solve more routine questions.

Responsibilities:

• Creation of Engagement Guides and Workflow guides to better streamline consultants' workflows

• Support the Consulting and Marketing teams' creation of tools that can be utilized by consultants and advisors to help them analyze their business

• Work with teams across Product and Marketing to ensure seamless communication between these three groups and help keep the Consulting team informed

• Assist our Marketing teams in creating a better digital experience

Requirements:

• Bachelor's degree required

• 1 plus year experience in a Sales Operations or Product Management role

Core Competencies:

• Proficient working with Powerpoint strong ability to build a narrative connecting visuals to the business case

• Collaborator and consensus builder who can leverage internal and external relationships to achieve desired outcomes

• Ability to communicate effectively at all levels of management

• Willingness to learn and adapt quickly to change

Preferences:

• Experience with UI/UX a plus

• Experience in Financial Services preferred

Pay Range:

$88,840-$133,260/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!

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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We take social responsibility seriously. Learn more here

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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 (855) 575-6947.