Senior Technology Product Analyst

Name of Employer:      LPL Financial LLC

Position Title:             Senior Technology Product Analyst Req# 000065

Hours:                         40 hours per week

Salary Range:             $139,000 - $149,000 per year

Location:                     1055 LPL Way, Fort Mill, SC 29715

Telecommuting:          100% Telecommuting is permitted from anywhere in the U.S.

JOB DUTIES: Create and document Agile software requirements to develop high-performing software using Jira, Confluence, Miro, AHA, Visio, Lucid Chart, and Leankit. Conduct system research and create technical requirements covering a variety of strategic initiatives. Write user stories, create visual diagrams, and articulate requirements to a team of engineers. Collaborate with multiple stakeholders on the development of the product portfolio. Develop and maintain expert understanding of company products and capabilities, including how financial advisors can use company tools. Improve client usage and satisfaction through observation, data analysis, interviews, and prioritization of business and technical features.

REQUIREMENTS: Bachelor’s degree, or foreign equivalent, in Computer Science, Information Technology, or a closely related field and three (3) years of experience in job offered or related occupation writing user stories and creating Agile software requirements to develop high-performing software within independent wealth

management industry.

Applicants must have demonstrated expertise with the following:

• Working with Scaled Agile Framework (SAFe) and diagram software (Visio) to write user stories, create visual diagrams, and articulate requirements to a team of engineers;

• Creating Agile software requirements to develop high-performing software using Jira, Confluence, and Miro;

• Developing and maintaining expert understanding of business systems to create software requirements for Agile scrum teams using Appway and Camunda BPMN;

• Conducting system research and analysis; and

• Creating requirements covering a variety of strategic initiatives using AHA, Leankit, and Lucid Chart.

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our 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. 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 @lplfinancial.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 (855) 575-6947.

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