Senior Analyst, Investment Product Management

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

The Senior Analyst, Investment Product Management plays a critical role in supporting the operational and strategic needs of our investment platform. This position is responsible for managing relationships with asset managers, resolving operational challenges, and driving the successful onboarding of new Separately Managed Account (SMA) strategies.

• SMA Strategy Onboarding
  - Manage the end-to-end onboarding process for SMAs and similar strategies, ensuring timely execution and clear, concise communication with all stakeholders.
• Relationship Management
  - Build and maintain strong, trusted relationships across departments to ensure alignment and transparency. Act as a liaison between internal teams and external partners to explain strategy availability, manage the pipeline of onboarding requests, and provide updates on progress.
• Collaboration
  - Collaborate with LPL Research, Product Risk Management, Operations, Legal, and Compliance to review and approve strategies requiring additional oversight.
• Product Management Operations
  - Own the day-to-day management of SMA investment products, including strategy onboarding, issue resolution, management reporting, and oversight of the SMA mailbox.
• Project Leadership
  - Lead and drive key initiatives and projects from inception through execution, ensuring alignment with business priorities and timely delivery.
• Industry Insight
  - Leverage and continuously expand industry knowledge to deliver competitive and innovative investment solutions.
• Continuous Improvement
  - Capture and analyze feedback from advisors and internal stakeholders to identify opportunities for process improvement

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness ,
act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• Minimum of 5 years of experience in the financial services industry
• Knowledgeable in the investment advisory product landscape, specifically SMAs
• Well-versed in a broad range of investment vehicles, including equities, mutual funds, ETFs, and fixed income
• Effective communicator with polished presentation skills

• Proven experience managing SMA onboarding processes and investment product operations. Strong understanding of investment products, particularly managed accounts and advisory platforms
• Excellent communication and interpersonal skills, with the ability to clearly articulate complex information to diverse audiences
• Foster a collaborative environment by actively engaging with cross-functional teams to solve problems and deliver results.
• Demonstrated ability to lead cross-functional initiatives and drive results in a fast-paced environment
• High attention to detail and commitment to delivering accurate, compliant, and timely solutions
• Strong organizational and project management skills

• Bachelor’s degree in Business, Finance, Economics, or a related field
• Series 7, Series 66
• Experience with process improvement, documentation, and issue resolution
• Due Diligence and product risk experience
• Proficiency in Microsoft Excel, PowerPoint, Lists, and other relevant tools; experience with investment platforms, Morningstar, or CRM systems is a plus

$78,375-$130,625/year

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!

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 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and…