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Sr. Product Analyst, Delivery and Execution

Company: LPL Financial
Location: El Cajon
Posted on: November 18, 2021

Job Description:

Job Description:
The Investment Product Management team within LPL 's Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of investment solutions. - This includes the product offering, pricing advisor/client access to solutions, and promotional activities. - The team 's goal from an investment product management perspective is to enhance our clients ' experience and ability to grow, diversify our investment product offerings, and enhance our firm 's economic and risk profiles.

This role will be responsible for developing new framework and workflows for new investment product areas and initiatives, improving processes for existing products, and applying new techniques through the use of data intelligence to strengthen the core of our investment product platform. The Senior Product Analyst will be expected to drive complex projects from idea phase to completion. Will track key business metrics, and understand how areas at the cross-enterprise level collectively interact and integrate to deepen the team 's knowledge of the firm 's ecosystem. The role will collaborate closely with Technology, Operations, Trading, Legal, Research, Compliance, and Business Development teams to collectively create great client outcomes.

Essential Functions / Responsibilities :
Lead projects end-to-end across their lifecycle: identify and structure the problem, analyze root causes, develop solutions, write user stories for Technology development, communicate project results, and get buy-in for change. Work with businesses in the execution of improvement strategies, coordinating and taking active part in the implementation process. Identify opportunities for growth or optimization of businesses, including operational management, capital allocation, and profitability enhancements Perform deep dives on specific businesses to re-assess strategies and opportunities Manage all aspects of the financial advisor experience, including planning, prioritizing and organizing projects, and host roundtables and pilot programs with advisors to test new ideas Data Analytics : Conduct in-depth research to support business strategies and identify trends across key business drivers. Integrate firm-level, macroeconomic, financial, market, regulatory changes, industry (including product sponsor and competitive) data to detect trends, associations, and impacts (cause-effect relationships) to LPL. Develop presentations for senior management, synthesizing key findings of team analyses and recommendations. Raise and present key findings to team leaders.

This position requires demonstrated technical competencies of inferential statistics, structured problem solving, with investment product and industry expertise, in-depth knowledge of LPL 's processes, along with strong analytical, data management, project management, and oral/written communication skills. The ability to operate in partnership with other teams within IIS and across the organization is also critical to the role. - Experience with investments and the ability to operate independently to advance projects and handle advisor escalations are baseline skills required of the role.

Other Job Duties:
Provide data visualization of our research, communicating state of business, experiment results, and recommending solutions and best practices to optimize economics
Partner with others in Investment Product Management to support departmental and firm-wide initiatives
Provide thought leadership to enhance/evolve LPL approach to product availability and diligence
Track and respond to regulatory changes and industry / competitor developments in terms of product, pricing, policy and platform experience
Partner with Product Risk to improve our approach to ongoing monitoring.

Qualifications:
Bachelor's degree in business related field or MBA/Masters and at least 3 years experience. CFA a plus.
Strong organizational and project management skills.
Excellent quantitative and analytical skills
Experience working with investment-oriented databases and analytical software including Bloomberg, Morningstar, FactSet, Tableau or Power BI, Python, SQL, Smartsheet, All Microsoft Office, particularly Excel, Access, Visio, and Project. Experience with machine learning and demonstrated ability to build predictive models and algorithms a plus.
Product management experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering
Ability to lead projects in a matrix managed fashion leveraging strong interpersonal and written communication skills

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. - Principals only. -EOE

Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation 's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are - one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it 's like to work at LPL? - Watch this !

We take social responsibility seriously. Learn more here

Want to see info on our benefits? - Learn more here

Join the LPL team and help us make a difference by turning life 's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lp lfinancial.com email address and will never conduct an interview online or in a chatroom forum. - During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant 's bank or credit card. - Should you have any questions regarding the application process, please contact LPL 's Human Resources Solutions Center at (800) 877-7210.

Keywords: LPL Financial, El Cajon , Sr. Product Analyst, Delivery and Execution, Professions , El Cajon, California

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