AVP, Product Analyst

LPL Financial; Fort Mill (SC); On-site; USD 109,000 - 182,000; Full time

Job summary

LPL Financial is seeking an execution-focused AVP, Product Analyst to lead initiative coordination within our Cash Management domain, including Payments (ACH, FedNow, Zelle, Debit), 3rd party Banking & Retirement. This role coordinates and delivers solutions to enhance advisor and client experiences and support operational efficiency.

The ideal candidate will have strong program management, product lifecycle management, and cross-functional leadership capabilities in an agile environment.

Qualifications

• 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.

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 accepted by upstream dependent teams and downstream consumers.

Skills

Program management

Product lifecycle management

Agile methodologies

Cross-functional leadership

Stakeholder management

Delivery-focused

Job description

Where Ambition Meets Innovation

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 clients pursue their financial goals.

Job Overview:

LPL Financial is seeking an execution-focused AVP, Product Analyst to lead initiative coordination within our Cash Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rd party Banking & Retirement. This role is responsible for coordinating 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 accepted by upstream dependent teams and downstream consumers.

Agile Release Train Support

• Ensures the product backlog is clear of blockers and dependencies 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.

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.