Sr. Product Analyst - Data

LPL Financial • Fort Mill, SC

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About The Position

If you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: ClientWorks is our comprehensive advisor workstation designed — and continually refined — to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more. Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they have more time to engage with their clients and prospects. We look to deliver on this responsibility by: Simplifying the way in which our users access and manage their clients' information and making it easy to navigate to tools that allow them to take action on that data Being a force multiplier for other product areas by providing them with a foundation of common core capabilities that simplify their development process and help them align with our system standards and design principles We are seeking a Senior Product Analyst to join this dynamic team and play a central role in the ongoing transformation and modernization of this critical platform. The Senior Product Analyst will help lead a portfolio that contributes to the platform's ongoing client-centricity and technology modernization efforts. You will work closely with Product Managers, technology stakeholders, and business owners to help cultivate and nurture a community around the product. You will also act as a liaison between the scrum teams and business stakeholders, ensuring the teams build the right solutions at the right time.

Requirements

• 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

Nice To Haves

• 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.

Responsibilities

• Analysis & Requirements Definition 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.
• Documentation & Knowledge Management 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.
• Agile Execution & Facilitation 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level