Sr. Product Analyst

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

• 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

• 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

• 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

• 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

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

• 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

$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!

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