AVP, Product Analyst

About the Role

LPL Financial is seeking an execution-focused AVP, Product Analyst to lead initiative coordination within our Cash Management domain, including capabilities such as Payments (ACH, FedNow, Zelle, Debit), 3rd-party Banking & Retirement. This role is responsible for coordinating and delivering solutions that enhance the advisor and client experience, ensure operational efficiency, and support the firm’s broader financial ecosystem. The ideal candidate will have a strong background in program management, product lifecycle management, and cross-functional leadership. This role requires a balance of delivery thinking, stakeholder management, dependency tracking, and detailed management reporting.

Responsibilities

• Liaison & Communication
  • Acts as a fully integrated team member coordinating at the program level.
  • Represents the team and product priorities in forums.
  • Analyzes business systems and clearly communicates requirements through epics and stories so they are understood and accepted by upstream dependent teams and downstream consumers.
• Agile Release Train Support
  • Ensures the product backlog is clear of blockers and dependencies for the critical path.
  • Creates user stories as needed to supplement Product Owners.
  • Participates in product increment planning, daily stand-up meetings (scrums), reviews, retrospectives, sprint and release planning, demos, and other Scrum-related meetings.
  • Develops and maintains standards for progress visibility & reporting.
  • Assists as needed with backlog maintenance.
  • Assists with internal and external communication, improving transparency, and radiating information.
• Management
  • Steers the project to ensure delivery of business value.
  • Is visible, vocal, and objective with agency.

Requirements

• Minimum of 7 years of experience in the IT industry.
• Minimum of 5 years as a Business Analysis, Product Management, and/or Program Management experience within an agile delivery framework.

Qualifications

• Passion for delivering at scale.
• Demonstrated ability to work independently and collaboratively with all levels of staff and management across multiple partner teams.
• Exemplary collaboration, interpersonal, and presentation skills.
• Superior skill and ability in multi-tasking and appropriate prioritization.
• Ability to effectively respond to dynamically changing work environment and to positively influence business outcomes.
• A track record of innovative thinking and problem solving.

Preferences

• Financial services experience.

Pay

Pay Range: $109,283.00 - $182,104.00. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.