Intern 2027 - Product Analyst

LPL Financial LLC; Fort Mill (SC); On-site; USD 34,000 - 41,000; Full time

Job summary

LPL Financial Holdings Inc. in Fort Mill, SC invites a Product Management Internship for analytically minded students at the intersection of finance, technology, and client experience.

You will gain hands-on exposure to the product lifecycle, helping improve advisor workflows and platform capabilities. You will work with product managers and engineers to map advisor journeys, refine backlog, create user stories, and support demos and training.

Qualifications

• Pursuing a bachelor’s or master’s degree in a related field with an interest in product management.
• Strong data analysis, problem solving, and communication skills.
• Experience with Jira/Confluence or similar PM tools is a plus.

Responsibilities

• Analyze and map advisor workflows to identify process improvements and better UX.
• Evaluate adoption metrics and recommend enhancements to engagement and efficiency.
• Create and update product docs, guides, and training materials.
• Support backlog refinement, user stories, acceptance criteria, and defect triage.
• Collaborate with product, tech, design, and business teams on initiatives.
• Participate in demos, testing, feedback, and continuous improvement.

Skills

Cross-functional collaboration

Analytical thinking

Customer-centric mindset

Ownership & accountability

Organizational discipline

Adaptability

Education

Bachelor’s or Master’s degree in computer science, MIS, business, finance, economics

Tools

Jira

Confluence

Excel

APIs & scripting

Data visualization

Job description

Where Ambition Meets InnovationBuild 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:The Product Management Internship at LPL Financial is designed for analytically driven students who are passionate about solving complex problems at the intersection of finance, technology, and client experience. This role offers hands-on exposure to the product lifecycle, enabling interns to contribute to initiatives that enhance advisor workflows, improve platform capabilities, and drive meaningful business outcomes.Successful candidates bring a structured, user-centric approach to understanding advisor needs, identifying process inefficiencies, and supporting the development of solutions that create value for both advisors and their clients. They are strong communicators who can translate complex concepts into clear, actionable insights for technical and non-technical stakeholders alike. With a foundation in data analysis and problem-solving, they are comfortable leveraging data to inform recommendations and support product decision-making.Responsibilities:Analyze and map advisor workflows to identify opportunities for process improvement and enhanced user experiences (e.g., client onboarding, account management, portfolio rebalancing).Evaluate product and feature adoption metrics, uncover insights, and recommend enhancements that improve advisor engagement and efficiency.Create, update, and refine product documentation, user guides, and training materials to support advisor understanding and adoption.Assist with product delivery activities, including backlog refinement, user story development, acceptance criteria creation, and defect triage.Collaborate with product managers, technology teams, designers, and business stakeholders to support product initiatives and ongoing enhancements.Participate in product demos, testing activities, feedback sessions, and continuous improvement efforts.Conduct research and analysis to support product strategy, roadmap planning, and operational decision-making.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:Currently pursuing a bachelor’s or master’s degree in computer science, management information systems (MIS), business, finance, economics, or a related field.Available to work from one of LPL Financials' primary office locationsCore Competencies:Cross-functional collaboration and communicationAnalytical thinking and problem-solvingCustomer-centric mindsetOwnership and accountabilityOrganizational and operational disciplineAdaptability and learning agilityPreferences:Familiarity with Generative AI technologies and solutionsUnderstanding of advisor-facing products and related business workflowsExperience using Jira, Confluence, or similar product management toolsProficiency in Microsoft Excel for data analysis and reportingStrong understanding of software development concepts, APIs, and scripting or programming languagesExperience with data visualization, reporting, or analytical toolsInterest in financial services, wealth management, or fintech solutionsPriority Application Date: September 21 at 11:59 PM PSTPLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.Disclaimer for international students:At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.Positions offered are for full-time work at 40 hours per week.Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.Hourly Rate:$25.00-$30.00 per hourThe hourly amount is dependent on a number of factors, including the applicant’s skill, experience, and work location.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 OpportunityAt 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 @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 [phone].EAC1.22.25