Sr. Product Analyst

LPL Financial; Charlotte (NC); On-site; USD 81,000 - 135,000; Full time

Job summary

LPL Financial is seeking a Senior Product Owner to lead a portfolio supporting the Trading organization’s Data Transformation and technology modernization initiatives. You will maximize product value by managing the backlog, prioritizing features, and aligning work with strategic goals.

You will serve as the primary link between business stakeholders and the Scrum Team, guiding teams through agile ceremonies and ensuring solutions enhance advisor experiences and operational efficiency.

Qualifications

• 3+ years of product management experience in financial services, fintech, or a related field.
• 2+ years in Capital Markets or Trading.
• 3+ years as Product Owner in Agile/Scrum environments.
• Experience translating business requirements into user stories.
• Experience collaborating with business and technology stakeholders to deliver solutions.

Responsibilities

• Translate product strategy into actionable requirements for the backlog.
• Collaborate with Product Managers to define features aligned to roadmap priorities.
• Break features into user stories and prioritize backlog to maximize value.
• Serve as liaison between Scrum Teams and business stakeholders.
• Facilitate collaboration across business and technology teams throughout development lifecycle.
• Communicate status, priorities, and outcomes to stakeholders and manage expectations.
• Contribute to acceptance criteria and Definition of Ready/Done standards.
• Provide ongoing guidance to Scrum Teams and participate in Agile ceremonies.
• Validate stories against acceptance criteria and demonstrate delivered functionality.
• Lead product demos and gather stakeholder feedback.

Skills

Product management

Agile/Scrum

Backlog management

Stakeholder collaboration

Communication

Education

Bachelor's degree

Tools

Jira

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 a Senior Product Owner who will help lead a portfolio supporting the Trading organization’s Data Transformation and technology modernization initiatives. This role is responsible for maximizing product value by managing and prioritizing the product backlog, collaborating with stakeholders across business and technology teams, and ensuring solutions align with strategic objectives. The Senior Product Owner serves as the primary connection between business stakeholders and the Scrum Team, helping deliver impactful products that enhance operational efficiency and advisor experiences.

Responsibilities:

• Partner with stakeholders to understand and translate product strategy and business objectives into actionable product requirements.

• Collaborate with Product Managers to define and refine features aligned to portfolio goals and roadmap priorities.

• Break features into user stories and prioritize the product backlog to maximize business value.

• Serve as the primary liaison between Scrum Teams and business stakeholders.

• Facilitate collaboration across business and technology teams throughout the product development lifecycle.

• Communicate product status, priorities, and outcomes to stakeholders and manage expectations.

• Support the creation of acceptance criteria and contribute to establishing Definition of Ready and Definition of Done standards.

• Provide ongoing product guidance to Scrum Teams and actively participate in Agile ceremonies.

• Validate completed user stories and ensure acceptance criteria have been met.

• Lead product demonstrations and reviews to showcase delivered functionality and gather stakeholder feedback.

• Support Data Transformation and technology modernization initiatives within the Trading organization.

• Contribute to the governance and production of executive-level dashboards and key performance reporting.

• Establish and maintain effective working relationships with stakeholders across the organization.

• Provide product reporting and insights that support informed business decisions.

• Coordinate and monitor interconnected products, initiatives, and dependencies.

• Support portfolio reporting and related operational activities.

What Are We Looking For?

We are seeking professionals who pursue greatness, act with integrity, are driven to help our clients succeed, win together, and create and share joy. The ideal candidate thrives in a fast-paced environment, collaborates effectively across teams, demonstrates strong client focus, and continuously seeks opportunities to improve processes, products, and outcomes.

Requirements:

• 3+ years of experience in product management, consulting, program management, or project management within financial services, fintech, or a related industry.

• 2+ years of experience in Capital Markets or Trading domains.

• 3+ years of experience serving as a Product Owner within Agile/Scrum environments.

• Experience managing and prioritizing product backlogs and translating business requirements into user stories.

• Experience collaborating with business and technology stakeholders to deliver technology solutions.

Preferences:

• Strong knowledge of Jira.

• Certified Scrum Product Owner (CSPO) and/or Professional Scrum Product Owner (PSPO) certification.

• Bachelor’s degree.

• Experience working in fast-paced and evolving business environments.

Pay Range:

$80,752.00 - $134,518.00Actual 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 they need to run thriving businesses. 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.

EEO.

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