Job Overview:LPL Financial is seeking a Sr. Product Owner to support the Omni Channel Platform within the Investor and Investment Solutions organization. This role supports the development and implementation of technology and business process solutions that enhance advisor experiences and operational effectiveness. The position partners with business and technology stakeholders to manage product development activities, document business requirements, support project execution, analyze data, and coordinate testing and readiness efforts across multiple initiatives.
Responsibilities:- Author business requirement documentation to support product development and implementation initiatives.
- Coordinate activities across business and technology teams throughout the product development lifecycle.
- Support testing, experimentation, user acceptance, and readiness activities.
- Maintain and oversee data used to support product, program, and project initiatives.
- Provide project management support, including task tracking, status reporting, and issue management.
- Coordinate meetings, document action items, and track follow-up activities.
- Support customer tester selection and recruitment efforts.
- Create, maintain, and distribute program metrics, dashboards, and reporting.
- Assist with process improvement initiatives and documentation updates.
- Analyze survey results and project performance data to identify trends and opportunities.
- Maintain data and records within applicable tools and systems.
- Support product and service launches through coordination of resources, timelines, and deliverables.
- Prepare reports and presentations for stakeholders.
- Assist with event, technology, client, and operational activities as assigned.
What Are We Looking For?We are seeking a professional who is motivated to
pursue greatness,
act with integrity, and remain
driven to help our clients succeedthrough effective collaboration, analytical thinking, and disciplined execution. The ideal candidate contributes positively across cross-functional teams, helps
win together by supporting shared objectives, and works to
create and share joy through a commitment to service, continuous improvement, and operational excellence.
Requirements:- Bachelor's degree or equivalent combination of education and work experience.
- 1+ years of experience supporting call center or service-related products.
- Experience working within product development, project management, or business process initiatives.
- Experience documenting business requirements and supporting testing activities.
- Experience coordinating activities with multiple stakeholders across business and technology teams.
Core Competencies:- 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.
- Must be able to take initiative and manage timelines and deadlines.
- Strong oral and written communication skills.
- Strong attention to detail, process, and organization.
- Strong sense of personal accountability for work.
- Ability to prepare presentations.
Preferences:- Experience in capturing and reporting program and project results.
- Experience with innovation, beta testing, client experience, or design thinking.
- Experience working with Agile methodologies and processes.
- Experience with JIRA.
- Experience working in a call center environment.
Pay Range: $80,752.00 - $134,518.00
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!
