Summer Intern 2027- Product

LPL Financial • Fort Mill, SC

1d • $25 - $30 • Onsite

About The Position

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.

Requirements

• Currently pursuing a bachelor’s or 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
• 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

• 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

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

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: Associate degree