New Grad - 2027 - Product
About The Position
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.
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
- Cross-functional collaboration and communication
- Analytical thinking and problem-solving
- Customer-centric mindset
- Ownership and accountability
- Organizational and operational discipline
- Adaptability and learning agility
Nice To Haves
- 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
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.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
