Support data infrastructure strategy and development of end-to-end reporting, dashboard, and process automation for LPL Wealth Advisors Group
Manage platform modernization efforts that enable the business to scale, improve efficiency and business effectiveness
Help create the bridge between vision and execution by defining requirements based on user research and business needs
Support initiative/project management – enhance existing initiatives and identify new verticals to continue enabling and driving growth
Conduct current-state assessments through documentation, SME sessions, process walkthroughs, and identifying operational pain points
Collaborate with technology and development partners to drive progress in-line with business needs and vision
Enhance existing products or build new ones
Define mid to long-term product development roadmaps, features and capabilities
Measure post-implementation results, validate benefits, compare outcomes to projections, and document insights

Requirements

Bachelor’s degree or 4+ years of industry or related experience
2+ years of experience building products or technology-enabled services focused on data infrastructure and data/business analysis
2+ years of professional business experience within a project management role
Expertise with Snowflake, especially with native app creation and transforming Python scripts
Experienced with product management platforms (Jira or Confluence)
Previous experience working in financial services
Experience with product as a service and team-based wealth management models
SAFE (Scaled Agile for Enterprise), or CPM (Certified Project Manager) credential

Benefits

401K matching
health benefits
employee stock options
paid time off
volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data infrastructurereportingdashboardprocess automationproduct developmentPythonnative app creationdata analysisproject managementproduct management

Soft Skills

collaborationcommunicationproblem-solvinginitiative managementuser researchbusiness analysisrequirements definitionefficiency improvementvision executionoperational assessment

Certifications

Bachelor's degreeSAFECPM