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 advisors and clients pursue their financial goals.
Job Overview
The Senior Product Analyst partners closely with Product Management, Technology, Experience Design, Analytics, Relationship Management, and business stakeholders to support the development, launch, adoption, and continuous improvement of advisor-facing digital products.
This role combines product analytics, product operations, business analysis, and stakeholder management. The Senior Product Analyst helps ensure products are measurable, scalable, operationally ready, and aligned with advisor needs and business objectives. Responsibilities span product measurement, launch readiness, user adoption, roadmap planning support, requirements definition, operational processes, and cross-functional execution.
The ideal candidate is equally comfortable analyzing data, writing requirements, supporting user testing, coordinating across teams, and translating business objectives into actionable product outcomes.
Responsibilities:
Product Analytics & Measurement
Define and maintain product success metrics, KPIs, and adoption reporting
Develop dashboards and reporting assets that measure product engagement, usage, customer experience, and operational health
Analyze advisor behavior, product adoption trends, and user feedback to identify improvement opportunities
Partner with analytics teams to automate reporting processes and improve data availability
Translate analytical findings into actionable recommendations for Product and business stakeholders
Monitor launch performance and adoption outcomes following product releases
Product Operations & Adoption
Support advisor onboarding, enablement, communications, and product education efforts
Coordinate pilot programs, user access management, and rollout activities
Manage operational processes required to support successful product adoption
Partner with Relationship Management, Marketing, and Communications teams to drive awareness and engagement
Support demonstrations, stakeholder meetings, roadshows, and product showcases
Identify opportunities to improve operational efficiency through automation and standardization
Product Delivery & Execution
Partner with Product Managers and Technology teams to define business requirements
Write user stories, acceptance criteria, and supporting documentation
Participate in PI Planning, backlog refinement, and delivery planning activities
Coordinate User Acceptance Testing (UAT), defect triage, and release validation
Support launch readiness activities and post-launch monitoring
Assist with prioritization decisions by providing business analysis and customer insights
Product Strategy Support
Contribute to roadmap development and long-range product planning
Evaluate opportunities for new capabilities through customer feedback, business analysis, and market insights
Support business case development and product investment decisions
Document product processes, workflows, and operational practices
Maintain alignment between business objectives, product priorities, and execution plans
Cross-Functional Partnership
Collaborate with Product Management, Technology, Analytics, Experience Design, and business stakeholders to ensure successful delivery of product initiatives
Facilitate communication between business and technical teams
Establish trusted relationships across stakeholder groups and serve as a key coordination point for product-related initiatives
Support executive reporting and leadership communications on product performance and adoption
What Are We Looking For?
We are seeking strong collaborators who thrive in fast-paced environments, demonstrate ownership, and are passionate about delivering meaningful business outcomes through innovative digital products.
Successful candidates will combine analytical rigor with business judgment, possess strong communication skills, and demonstrate an ability to navigate ambiguity while driving execution.
Requirements
Bachelor's degree in Business, Information Systems, Analytics, Finance, Economics, Computer Science, or a related field
3+ years of experience in Product Analytics, Product Operations, Business Analysis, Product Management, or a related role
3+ years experience defining business requirements and translating them into product solutions
3+ years of strong SQL and Excel skills
3+ years experience building dashboards and reporting using Tableau, Power BI, or similar tools
Preferred Qualifications
Experience supporting advisor-facing or customer-facing digital products
Experience partnering with Product, Technology, Analytics, and business stakeholders
Strong written and verbal communication skills
Experience working in Agile environments including Jira and Confluence
Experience measuring product adoption, engagement, and business outcomes
Experience with Snowflake, Adobe Analytics, or modern analytics platforms
Experience in financial services or other regulated industries
Familiarity with product roadmap planning and prioritization processes
Experience supporting pilot programs, user onboarding, and product rollout initiatives
Experience working with Experience Design (XD), Product Management, and Engineering teams
Pay Range:
$80,752.00 - $134,518.00Actual 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 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.
EAC 5.19.26
Skills Required
- Bachelor's degree in MIS, Business, Engineering, Mathematics, Finance, Economics, or related discipline
- 3+ years hands-on project experience with metadata, data quality, data cataloging, policies, and learning & development
- 3+ years experience with Microsoft Office Suite (PowerPoint, Excel, Word) and visualization tools (Tableau, PowerBI); exposure to data governance toolsets (Collibra, IDQ, ASG, data.world, Manta, etc.)
- 3+ years experience working with SQL and Excel
- 3+ years experience defining and creating product requirements
- Fluency in data management, data governance, data architecture, and analytics practices
- Experience with Snowflake or BigQuery
- Familiarity with QA and UAT testing procedures
- Excellent cross-functional communication and presentation skills for technical and non-technical audiences
- Familiarity with Jira and Confluence
- Experience working in cross-functional environments partnering with Business Strategy, Engineering, Technology, UX teams
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
