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Senior Analyst Investment Product Management

LPL Financial

LPL Financial

IT, Product
Fort Mill, SC, USA · Charlotte, NC, USA · Fort Mill, SC, USA · Charlotte, NC, USA
Posted on Thursday, May 30, 2024

Are you a team player? Are you curious to learn? 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.

Job Overview:

The team’s goal from an investment product management perspective is to enhance our advisors’ and investors’ experience while helping to improve our firm’s economic and risk profiles. This Senior Analyst Investment Product Management role primarily focuses on our mutual fund and ETF offering and is essential to the overall investment and advisory product strategy.


  • Support business-to-business interactions between LPL Financial and mutual fund and ETF companies.

  • Analyze the corporate and economic relationships between LPL and our Strategic Partners.

  • Interact with internal (i.e., financial advisors, other team members, senior leadership, etc.) and external (i.e., product sponsors, industry peers, etc.) customers is required to identify, research, and resolve problems in selling or servicing products and business planning.

  • Develop an understanding of how investment offerings and advisory platforms serve different advisor models and clearly articulate how each platform can solve our clients’ business needs.

  • Think independently, thrive in a fast-paced team environment, creatively problem-solve, and connect various thoughts, observations, and results to develop innovative solutions and new insights that drive an improved offering.

  • Operate in partnership with other teams. This role also requires the candidate to help build and deliver presentations that convey new ideas or complicated data to various audiences within the firm, including senior leadership.

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.


  • Bachelor’s degree required

  • 5+ years of financial services experience

  • 4+ years investment product/platform experience

  • 4+ on the investment advisory product landscape, specifically Mutual Funds, ETFs, and 529s

Core Competencies:

  • Developing negotiation, conflict resolution, and relationship management skills.

  • Ability to interact effectively with internal and external business partners leveraging strong interpersonal and written communication skills

  • Ability to handle multiple projects and deliver quality outcomes within short timeframes

  • Energy, enthusiasm, strong work ethic

  • Strong analytical skills with expert abilities in Excel. Strong PowerPoint and presentation skills

  • Deep understanding of mutual funds and exchange traded funds (ETFs)


  • FINRA Series 7 and 63

  • Experience working with legal teams and contracting processes

  • Previous experience in a Sponsor Relations/Strategic Partnership role is a plus

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.

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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.