LPL Financial
Senior Product Analyst - Model Management
LPL Financial, San Diego, California, United States, 92189
Overview
LPL Financial is seeking a Senior Product Analyst with deep data analysis expertise to join our Investment Management Product team. This role combines strategic product support for trading platforms with hands-on data conversion and onboarding responsibilities. You will play a key role in supporting the onboarding and conversion of centrally managed trading data from acquisitions into LPL’s trading systems, ensuring accuracy, efficiency, and scalability. This is a high-impact role that requires strong analytical skills, attention to detail, and the ability to collaborate across multiple teams including Onboarding, Trading, and Technology. You’ll also contribute to process improvements, mentor others, and help shape new capabilities in acquisition conversion data management. Responsibilities
Analyze business processes, user needs, and platform performance to identify opportunities for product enhancements. Support data analysis efforts for onboarding and conversion of UMA, SMA, sleeve-level models, and advisor-driven models into LPL platforms. Design and execute data transformation pipelines and validate data integrity through rigorous testing and reconciliation. Collaborate with Teach Lead and Product Managers to define and refine product epics and features. Translate complex business and data requirements into clear, actionable documentation for development teams. Support backlog grooming, sprint planning, and other Agile ceremonies by providing data-driven insights and clarifications. Partner with stakeholders across business, technology, and operations to gather requirements and validate solutions. Lead collaboration across multiple cross-functional teams—including Product, Technology, Operations, and Onboarding—to align on development priorities, coordinate planning efforts, and ensure timely execution of strategic initiatives. Develop and maintain documentation including run books, user stories, test results, and dashboards to monitor conversion success and operational performance. Support risk identification and mitigation efforts related to product delivery and data integrity. Assist in defining acceptance criteria and validating that deliverables meet business expectations. Contribute to executive-level reporting and dashboards that track key performance indicators and strategic progress. 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
Bachelor’s degree in Information Science, Engineering, Mathematics, Finance, Economics, or a related field. 5–8 years of experience in product analysis, data analytics, or product management within financial services or fintech. Advanced proficiency in SQL, Excel, Tableau, and Alteryx; experience with Python or R is a plus. Experience with ETL tools and cloud data platforms (e.g., Snowflake, AWS Redshift). Experience with large data sets. Core Competencies
Analytical mindset with a focus on data accuracy and business impact. Strong collaboration and communication skills. Ability to manage multiple priorities and meet tight deadlines. Continuous improvement mindset and openness to innovation. Strong storytelling skills using data to influence decisions and drive outcomes. Strong organizational and problem-solving skills with attention to detail. Ability to translate business requirements into technical solutions and communicate findings effectively. Preferences
Certified Scrum Product Owner (CSPO) or equivalent Agile certification. Experience working with trading platforms or investment management tools. Knowledge of data governance frameworks and metadata management. Experience with acquisition data conversion or financial systems integration. Pay Range: $78,375-$130,625/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! Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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. Join LPL Financial: Where Your Potential Meets Opportunity
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. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! 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 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. EAC1.22.25
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LPL Financial is seeking a Senior Product Analyst with deep data analysis expertise to join our Investment Management Product team. This role combines strategic product support for trading platforms with hands-on data conversion and onboarding responsibilities. You will play a key role in supporting the onboarding and conversion of centrally managed trading data from acquisitions into LPL’s trading systems, ensuring accuracy, efficiency, and scalability. This is a high-impact role that requires strong analytical skills, attention to detail, and the ability to collaborate across multiple teams including Onboarding, Trading, and Technology. You’ll also contribute to process improvements, mentor others, and help shape new capabilities in acquisition conversion data management. Responsibilities
Analyze business processes, user needs, and platform performance to identify opportunities for product enhancements. Support data analysis efforts for onboarding and conversion of UMA, SMA, sleeve-level models, and advisor-driven models into LPL platforms. Design and execute data transformation pipelines and validate data integrity through rigorous testing and reconciliation. Collaborate with Teach Lead and Product Managers to define and refine product epics and features. Translate complex business and data requirements into clear, actionable documentation for development teams. Support backlog grooming, sprint planning, and other Agile ceremonies by providing data-driven insights and clarifications. Partner with stakeholders across business, technology, and operations to gather requirements and validate solutions. Lead collaboration across multiple cross-functional teams—including Product, Technology, Operations, and Onboarding—to align on development priorities, coordinate planning efforts, and ensure timely execution of strategic initiatives. Develop and maintain documentation including run books, user stories, test results, and dashboards to monitor conversion success and operational performance. Support risk identification and mitigation efforts related to product delivery and data integrity. Assist in defining acceptance criteria and validating that deliverables meet business expectations. Contribute to executive-level reporting and dashboards that track key performance indicators and strategic progress. 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
Bachelor’s degree in Information Science, Engineering, Mathematics, Finance, Economics, or a related field. 5–8 years of experience in product analysis, data analytics, or product management within financial services or fintech. Advanced proficiency in SQL, Excel, Tableau, and Alteryx; experience with Python or R is a plus. Experience with ETL tools and cloud data platforms (e.g., Snowflake, AWS Redshift). Experience with large data sets. Core Competencies
Analytical mindset with a focus on data accuracy and business impact. Strong collaboration and communication skills. Ability to manage multiple priorities and meet tight deadlines. Continuous improvement mindset and openness to innovation. Strong storytelling skills using data to influence decisions and drive outcomes. Strong organizational and problem-solving skills with attention to detail. Ability to translate business requirements into technical solutions and communicate findings effectively. Preferences
Certified Scrum Product Owner (CSPO) or equivalent Agile certification. Experience working with trading platforms or investment management tools. Knowledge of data governance frameworks and metadata management. Experience with acquisition data conversion or financial systems integration. Pay Range: $78,375-$130,625/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! Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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. Join LPL Financial: Where Your Potential Meets Opportunity
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. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! 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 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. EAC1.22.25
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