LPL Financial
New Grad 2026 - Technology, Product
LPL Financial, Fort Mill, South Carolina, United States, 29715
Product Technology Associate
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Joining us as a technologist puts you at the heart of this transformation. With locations in Austin, Charlotte, and San Diego, our team of dedicated professionals supports financial advisors in enhancing their clients' financial futures. Your work will revolutionize our support for financial advisors and make a difference to millions of lives. If you're ready to take the next step, discover what's possible with LPL Financial. As a Product Technology Associate, you will research, design, and prototype a new product/service offering. You will play a critical role in cross-functional efforts to identify new product opportunities, develop business case inputs including value drivers. This will be a high-impact role, with visibility to senior leadership, by creating and implementing product strategies to bring new services to market that will influence the funding decision for a new service opportunity. This position would like the ideal candidate to be local to the Fort Mill and San Diego offices functioning off a hybrid schedule at the manager's discretion. Responsibilities:
Participate in product design, testing, and demos following the team's roadmap Collaborate with team members on advisor outreach Creation of client-facing presentations and guides Assist with team tracking, reporting, and data management 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 or advanced degree in Finance, Business Management, or related field required Classroom experience directly related to your preferred role Core Competencies:
Demonstrate proactive approach to problem solving and task completion, taking ownership of assignments Proficient organizational and communication skills, both oral and written Preferences:
Experience with collaboration software (JIRA, Confluence, etc.) Experience with Microsoft Office Demonstrated time management skills Ability to work independently and collaborate with teams Please note: In order to be eligible, candidates must have an expected graduation date between May 2025 and June 2026. Disclaimer for International Students:
Positions offered are for full time work at 40 hours per week Please consult your Designated School Official to confirm your ability prior to applying You will be responsible for obtaining the appropriate documentation required to work in the United States. Pay Range: $40.87-$45.18/hour. The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location. 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 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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. 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.
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Joining us as a technologist puts you at the heart of this transformation. With locations in Austin, Charlotte, and San Diego, our team of dedicated professionals supports financial advisors in enhancing their clients' financial futures. Your work will revolutionize our support for financial advisors and make a difference to millions of lives. If you're ready to take the next step, discover what's possible with LPL Financial. As a Product Technology Associate, you will research, design, and prototype a new product/service offering. You will play a critical role in cross-functional efforts to identify new product opportunities, develop business case inputs including value drivers. This will be a high-impact role, with visibility to senior leadership, by creating and implementing product strategies to bring new services to market that will influence the funding decision for a new service opportunity. This position would like the ideal candidate to be local to the Fort Mill and San Diego offices functioning off a hybrid schedule at the manager's discretion. Responsibilities:
Participate in product design, testing, and demos following the team's roadmap Collaborate with team members on advisor outreach Creation of client-facing presentations and guides Assist with team tracking, reporting, and data management 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 or advanced degree in Finance, Business Management, or related field required Classroom experience directly related to your preferred role Core Competencies:
Demonstrate proactive approach to problem solving and task completion, taking ownership of assignments Proficient organizational and communication skills, both oral and written Preferences:
Experience with collaboration software (JIRA, Confluence, etc.) Experience with Microsoft Office Demonstrated time management skills Ability to work independently and collaborate with teams Please note: In order to be eligible, candidates must have an expected graduation date between May 2025 and June 2026. Disclaimer for International Students:
Positions offered are for full time work at 40 hours per week Please consult your Designated School Official to confirm your ability prior to applying You will be responsible for obtaining the appropriate documentation required to work in the United States. Pay Range: $40.87-$45.18/hour. The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location. 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 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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. 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.