AVP, Product Analyst

LPL Financial Holdings, Inc.$109K — $182K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of IT industry experience.
  • 5+ years in Business Analysis, Product Management, or Program Management within agile frameworks.
  • Expertise in program and product lifecycle management.
  • Exceptional collaboration and interpersonal skills.
  • Innovative thinker with effective problem-solving capabilities.

Responsibilities

  • Coordinate at the program level as an integrated team member.
  • Communicate product priorities in various forums.
  • Analyze business systems and articulate requirements through epics and stories.
  • Manage the product backlog to eliminate blockers and dependencies.
  • Create user stories to aid Product Owners as necessary.
  • Participate in all Scrum-related meetings and events.
  • Develop standards for progress visibility and reporting.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Generous paid time off
  • Volunteer time off
Full Job Description
Job Overview:

LPL Financial is seeking an execution-focused AVP, Product Analyst to lead initiative coorindation within our Cash Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rdparty Banking & Retirement. This role is responsible for cooridnating and delivering solutions that enhance the advisor and client experience, ensure operational efficiency, and support the firm's broader financial ecosystem. The ideal candidate will have a strong background in program management, product lifecycle management, and cross-functional leadership. This role requires a balance of delivery thinking, stakeholder management, dependency tracking and detailed management reporting.

Key Responsibilities:

Liaison & Communication
  • Acts as a fully integrated team member coordinating at the program level.
  • Represents the team and product priorities in forums.
  • Analyzes business systems and clearly communicates requirements through epics and stories so they are understood and accpeted by upstream dependent teams and downstream consumers.


Agile Release Train Support
  • Ensures the product backlog is clear of blockers and dependecies for the critical path.
  • Creates user stories as needed to supplement Product Owners
  • Participates in product increment planning, daily stand-up meetings (scrums), reviews, retrospectives, sprint and release planning, demos and other Scrum-related meetings.
  • Develops and maintains standards for progress visibility & reporting.
  • Assists as needed with backlog maintenance.
  • Assists with internal and external communication, improving transparency, and radiating information.

Management
  • Steers the project to ensure delivery of business value.
  • Is visible, vocal, and objective with agency.


What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:
  • Minimum of 7 years of experience in the IT industry
  • Minimum of 5 years as a Business Analysis, Product Management, and/or Program Management experience within an agile delivery framework


Core Competencies:
  • Passion for delivering at scale.
  • Demonstrated ability to work independently and collaboratively with all levels of staff and management across multiple partner teams
  • Exemplary collaboration, interpersonal, and presentation skills
  • Superior skill and ability in multi-tasking and appropriate prioritization
  • Ability to effectively respond to dynamically changing work environment and to positively influence business outcomes
  • A track record of innovative thinking and problem solving


Preference:
  • Financial services experience


Pay Range:
$109,283.00 - $182,104.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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