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Senior Analyst, Finance Product Management

LPL Financial

LPL Financial

IT, Accounting & Finance, Product
Remote · North Carolina, USA
Posted on Monday, September 11, 2023

Are you driven by being the champion that drives innovation for a department? If so, then this could be the role for you!

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Job Overview:

The Finance organization at LPL is seeking a Sr. Analyst of Finance Product Management to drive execution and delivery of Finance change management initiatives focused on process improvement and system implementation and enhancements. This role supports the development and maintenance of the Finance systems roadmap and supports the deployment of technology enhancements across our Corporate Finance organization. You will work with stakeholders across the organization to plan proactively to understand and prioritize business needs, determine solutions and partner with Finance and Technology stakeholders to executive initiatives and drive business outcomes.


  • Partner with Finance and Technology stakeholders to develop and maintain a multi-year strategic roadmap of system, process and data enhancements

  • Support Product Owners in the development of enhancement requirements and the maintenance of Finance backlogs and prioritization of ongoing enhancements.

  • 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)

  • Work with Product Owners, Technology partners and software vendors to implement technology solutions throughout the entire initiative lifecycle from requirements to prioritization to release.

  • Champion the needs of the business to ensure the end product supports business objectives and meets the needs of end users

  • Analyze business processes, procedures and organization structure to identify problems and determine solutions

  • Provide data analytics and data oversight

  • Ability to work independently with minimal supervision and manage multiple priorities

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.


  • 3+ years of experience in product management, management consulting, and project management within financial services or a FinTech firm

  • Bachelor’s degree in a related field

Core Competencies:

  • Experience with Agile, Waterfall and Hybrid product and project management with strong knowledge of Agile tools, ceremonies and methodologies

  • Prior experience in an accounting, audit or finance department

  • Capability to fulfill varying project roles as needed, including product and project management, product ownership, and testing for business users

  • Understanding of loan servicing and troubleshooting integrations between systems such as Salesforce and Clo

  • Previous FIS experience


  • Knowledge of our advisors practices and their key business drivers and metrics

Pay Range:


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.

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 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.