Sr. Product Analyst

Job Overview

LPL Financial is seeking a Sr. Product Owner for our Omni Channel Platform. The role is a support function to the work LPL leads to build and implement new technology and business process solutions for advisors. This position will manage the logistics of the product development lifecycle, including writing formal business requirements, supporting product/project management work administratively and communicating across cross-functional teams within the organization.

Candidates for this role must have experience and knowledge in the financial services industry and project management lifecycle. The role will work collaboratively with many stakeholders – every product will have unique aspects and requires a candidate to be able to think analytically and anticipate needs. Collaboration with internal business and technology partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.

• Own and prioritize the product backlog for WFM and support tools (e.g., NICE WFM, Nexidia, Quality Center).
• Provide support to the Product Management team by authoring business requirement documents.
• Provide administrative support for testing, experimentation and readiness efforts.
• Provide data analytics and data oversight.
• Provide project management support where appropriate.
• Assist in tracking, analyzing and creating performance and output reports during and in the follow-up after project completion.

• Bachelor’s degree or equivalent work experience.
• 1 plus year hands‑on product experience.
• 1 plus year hands‑on experience with JIRA.

• Strong understanding of Scrum and SAFe frameworks.
• Positive, flexible person with the ability to work in a changing environment, identify and manage priorities.
• Strong team player with the ability to work effectively in a group and independently.

• Familiarity with tools like NICE WFM, Nexidia, and Quality Center.
• Experience in capturing and reporting program and project results.
• Experience with Agile projects and process is a plus.
• Experience working in call center environment.

$80,726-$134,544/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!

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, 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

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.

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