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Alternative Investments Product Analyst - Onboarding & Ops

Job in San Diego, San Diego County, California, 92189, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 76632 - 127720 USD Yearly USD 76632.00 127720.00 YEAR
Job Description & How to Apply Below

LPL Financial invites a Product Analyst to join the Investment Product Management team within Wealth Management Solutions in San Diego. The role focuses on onboarding private, non-traded alternative investments for new sales and for custody only, coordinating with fund managers, legal, and operations to ensure accurate system setup and timely delivery.

Candidates should have 2+ years of relevant financial services experience, strong analytical abilities, and proficiency with Excel and Tableau.

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