Summer Intern 2027- Product

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

Job summary

LPL Financial is seeking a Product Management Intern in Fort Mill, SC. The role focuses on solving problems at the intersection of finance, technology, and client experience, with hands‑on exposure to the product lifecycle.

You will analyze advisor workflows, support backlog refinement, and help create training materials to drive better advisor and client outcomes. Ideal candidates have strong analytical, communication, and collaboration skills, and are pursuing a bachelor’s or master’s degree

Qualifications

• Pursuing a bachelor’s or master’s degree in CS, MIS, business, finance, economics, or related field.
• Ability to work from one of LPL Financials’ primary office locations.

Responsibilities

• Analyze and map advisor workflows to identify opportunities for process improvement and enhanced user experiences.
• Evaluate product and feature adoption metrics, uncover insights, and recommend enhancements.
• Create, update, and refine product documentation, user guides, and training materials.
• 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.
• 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.

Skills

Cross-functional collaboration

Analytical thinking

Customer-centric mindset

Ownership and accountability

Organizational discipline

Adaptability

Communication

Data-informed decision making

Education

Bachelor's or Master's degree candidate (CS, MIS, Business, Finance, Economics)

Tools

Jira

Confluence

Microsoft Excel

Job description

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 featureadoptionmetrics, 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 pursuinga bachelor’sor 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 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:

• 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 solutions

_ Priority Application Date :September 21 at 11:59 PM PST_

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and weanticipatethat 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’reunable to consider candidates whorequiresponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
• You willbe responsible forobtaining andproviding toLPL the required I-9 documentation as part of our onboarding process.
• Positions offered are for full‑time work at40 hoursper 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 hour

The 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 Opportunity

At 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(855) 575-6947.

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