New Grad 2027 - Product Analyst

LPL Financial LLC; Fort Mill (SC); On-site; USD 54,000 - 91,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Product Management New Grad to join our team. This role blends finance, technology, and client experience to influence advisor workflows and platform capabilities across the product lifecycle.

You will collaborate with product managers, technology, designers, and business stakeholders, translate complex ideas into actionable insights, and help drive data-informed decisions that create value for advisors and clients alike.

Qualifications

• Bachelor's or master's degree in a related field.
• Graduation timeframe May 2026 – June 2027.
• Available to work from one of LPL Financial's primary offices.

Responsibilities

• Analyze and map advisor workflows for process improvements.
• Evaluate product adoption metrics and recommend enhancements.
• Create and refine product docs, guides, and training materials.
• Assist with backlog refinement, user stories, and defect triage.
• Collaborate with PMs, tech, design, and stakeholders on initiatives.
• Participate in demos, testing, and continuous improvement efforts.
• Conduct research to support product strategy and roadmaps.

Skills

Cross-functional collaboration

Analytical thinking

Customer-centric mindset

Ownership

Organizational discipline

Adaptability

Education

Bachelor's or master's in CS, MIS, business, finance, economics or related

Tools

Jira

Confluence

Excel

Job description

Job Overview

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.

The Product Management New Grad at LPL Financial is designed for analytically driven graduates 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 new grads 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 or obtained a bachelor’s or master’s degree in computer science, management information systems (MIS), business, finance, economics, or a related field.
• Graduation timeframe between May 2026 – June 2027.
• Available to work from one of LPL Financials’ primary office locations.

Core Competencies

• Cross‑functional collaboration and communication.
• Analytical thinking and problem‑solving.
• Customer‑centric mindset.
• Ownership and accountability.
• Organizational and operational discipline.
• Adaptability and learning agility.

Preferences

• Previous internship experience within a large‑scale enterprise environment.
• Familiarity with Generative AI technologies and solutions.
• Understanding of advisor‑facing products and related business workflows.
• Experience using Jira, Confluence, or similar product management tools.
• Proficiency in Microsoft Excel for data analysis and reporting.
• Strong understanding of software development concepts, APIs, and scripting or programming languages.
• Experience with data visualization, reporting, or analytical tools.
• Interest in financial services, wealth management, or fintech solution.

Pay Range

$26.15-$43.58/hour. 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.

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

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.

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].

EAC 5.19.26

Summer Internship & Entry-Level Programs

At LPL Financial, we're dedicated to shaping the future with our 10‑week paid summer internship and entry‑level programs. We aim to cultivate the next generation of leaders, providing talented individuals with opportunities for personal and professional growth while advancing our strategic vision. The program provides valuable workplace experience and the projects that you drive during the summer will be tailored to your interest. You will also develop a deeper understanding of our culture and core values through lunch & learns, career workshops, wellness seminars, senior executive interactions, social events and community involvement opportunities.