LPL Financial · 18 hours ago
Sr. Product Analyst - Data
Fort Mill/Charlotte
Full-time
Onsite
Mid, Senior Level
$81K/yr - $135K/yr
3+ years expLPL Financial is a leading wealth management firm that empowers professionals to help clients achieve their financial goals. They are seeking a Senior Product Analyst to enhance the ClientWorks Platform, ensuring it meets user needs through effective analysis, documentation, and agile execution.
FinanceFinancial Services
Responsibilities
Partner with Product Owners, business stakeholders, and technology teams to analyze complex business processes and data flows
Translate discovery findings and stakeholder needs into clear, well-defined requirements, epics, features, and user stories
Serve as a key liaison between business and technology, ensuring a shared understanding of the problem and the proposed solution
Take ownership of creating and maintaining a centralized repository of documentation in Confluence, including process flows, business rules, and solution designs
Ensure all requirements are meticulously documented and traced within Jira, creating a clear and auditable backlog
Contribute to the governance and organization of the team's knowledge base to ensure it remains an evergreen and reliable resource
Drive the refinement and prioritization of the team's backlog, ensuring it aligns with the strategic product roadmap
Facilitate meetings, working sessions, and agile ceremonies to ensure clear communication and drive alignment across cross-functional teams
Act as a primary point of contact for the scrum team, clarifying requirements and removing obstacles to enable efficient delivery
Qualification
Required
3+ years of experience in product management, consulting, or business analysis, preferably within a financial services or related FinTech firm
3+ years as a product analyst, business analyst or data scientist
1+ years analyzing data complex data to translate into business insights, driving informed recommendations
The ability to work in a cross-functional team and drive outcomes without having direct authority
Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as one of the recognized subject matter experts on the team
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
Actively anticipates, identifies, and manages risks within position scope and at the company
Preferred
Proven expertise in requirements gathering, documentation, and creating detailed process flows, use case diagrams, and other artifacts to articulate complex solutions
Strong proficiency with Jira and Confluence for backlog management and documentation
Bachelor's Degree
A technical background with a solid understanding of databases, back-end systems, and the ability to write basic SQL queries to analyze data
Experience in solution design and the ability to translate complex business needs into clear, actionable technical requirements
Exceptional organizational and communication skills, with a keen eye for detail
Ability to work well in a fast-paced, changing environment and manage multiple priorities effectively
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
IndiaTimes
2026-02-05
2026-01-23
Company data provided by crunchbase