Business Analyst, Product Management

3 weeks ago

San Diego, United States LPL Financial Full time

**Position Overview**
The Comprehensive Advice team within LPL's Services Group division is seeking a talented and versatile Business Analyst to join our dynamic team. As a Product Management Business Analyst, you will play a crucial role in supporting our product management team with a variety of projects. You will be responsible for handling ad-hoc projects, data cleanup, setting up meetings, and more. Additionally, you will utilize your analytical skills and business acumen to contribute to data analysis, market research, user experience research, and process improvement initiatives. This role offers an exciting opportunity to make a significant impact on our products and drive success in a fast-paced environment.

**Key Responsibilities**
- Assist in ad-hoc projects and random tasks that arise, such as data cleanup, scheduling meetings, and administrative support for the product management team.
- Conduct data analysis to identify trends, opportunities, and areas for improvement based on product data. Generate regular reports for stakeholders and provide insights to inform decision-making.
- Perform market research to understand industry trends, competitor analysis, and customer preferences. Translate findings into actionable recommendations for product strategy.
- Conduct user experience (UX) research, including user interviews, surveys, and usability testing, to gather feedback and improve the overall user experience of our products.
- Collaborate with cross-functional teams to create detailed product requirement documents (PRDs) or user stories for new features or enhancements.
- Provide project management support by tracking project timelines, coordinating with stakeholders, and ensuring tasks are completed on schedule.
- Identify inefficiencies in existing processes and workflows and propose solutions for streamlining operations and enhancing productivity.
- Analyze customer support tickets, feedback forums, and reviews to identify common issues and opportunities for product improvement. Prioritize feature requests and bug fixes based on customer needs.
- Develop training materials and documentation for internal teams or external users to ensure effective use of our products and delivery of our services.
- Assist in quality assurance (QA) testing of new features or product releases, identifying bugs, usability issues, and edge cases that require attention.
- Participate in strategic planning sessions to brainstorm new product ideas, define long-term goals, and prioritize initiatives based on business objectives and market opportunities.

**What are we looking for?**

**Requirements**:

- Excellent project management skills with the ability to prioritize tasks and meet deadlines.
- Strong communication and collaboration skills, with the ability to work effectively with cross-functional teams.
- Detail-oriented with a focus on delivering high-quality work.

**Preferences**
- Experience building presentations in PowerPoint and for an executive audience, drafting memos, and cleaning/reviewing data and building financial models in Excel.
- Bachelor's degree preferred.
- 2+ years of experience in business analysis, project management, or product management roles.
- Strong analytical skills with the ability to interpret complex data and generate actionable insights.
- Experience conducting market research and user experience research.

**Pay Range**:
$31.67-$47.51/hour

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. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer

**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

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