Sr. Product Analyst

lplfinancial; Fort Mill (SC); On-site; USD 81,000 - 135,000; 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 Senior Product Owner to lead a portfolio supporting the Trading organization's Data Transformation and modernization initiatives. This role maximizes product value by prioritizing the backlog and aligning solutions with strategic objectives.

The Senior Product Owner collaborates with stakeholders across business and technology, serves as the primary liaison between Scrum Teams and business, and helps deliver dashboards and KPI reporting to improve operational

Qualifications

• 3+ years 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.

Responsibilities

• Translate product strategy and business objectives into actionable product requirements.
• 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.
• Provide ongoing product guidance to Scrum Teams and participate in Agile ceremonies.
• Validate completed user stories and ensure acceptance criteria are 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 governance and production dashboards and KPI reporting.

Skills

Product management

Capital Markets

Agile/Scrum

Backlog prioritization

Stakeholder collaboration

Education

Bachelor's degree

Tools

Jira

CSPO/PSPO certification

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 - $134,518.00

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. Your recruiter will be happy to discuss all that LPL has to offer!

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