New Grad - 2027 - Product

Job Overview:
The Product Management New Grad at LPL Financial is designed for analytically driven graduates who are passionate about solving complex problems at the intersection of finance, technology, and client experience. This role offers hands-on exposure to the product lifecycle, enabling new grads to contribute to initiatives that enhance advisor workflows, improve platform capabilities, and drive meaningful business outcomes. Successful candidates bring a structured, user-centric approach to understanding advisor needs, identifying process inefficiencies, and supporting the development of solutions that create value for both advisors and their clients. They are strong communicators who can translate complex concepts into clear, actionable insights for technical and non-technical stakeholders alike. With a foundation in data analysis and problem-solving, they are comfortable leveraging data to inform recommendations and support product decision-making.

Responsibilities:

• Analyze and map advisor workflows to identify opportunities for process improvement and enhanced user experiences (e.g., client onboarding, account management, portfolio rebalancing).

• Evaluate product and feature adoption metrics, uncover insights, and recommend enhancements that improve advisor engagement and efficiency.

• Create, update, and refine product documentation, user guides, and training materials to support advisor understanding and adoption.

• Assist with product delivery activities, including backlog refinement, user story development, acceptance criteria creation, and defect triage.

• Collaborate with product managers, technology teams, designers, and business stakeholders to support product initiatives and ongoing enhancements.

• Participate in product demos, testing activities, feedback sessions, and continuous improvement efforts.

• Conduct research and analysis to support product strategy, roadmap planning and operational decision-making.

What are we looking for?
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.

Requirements:

• Currently pursuing or obtained a bachelor’s or master’s degree in computer

• science, management information systems (MIS), business, finance, economics, or a related field

• Graduation timeframe between May 2026 – June 2027

• Available to work from one of LPL Financials' primary office locations

Core Competencies:

• Cross-functional collaboration and communication

• Analytical thinking and problem-solving

• Customer-centric mindset

• Ownership and accountability

• Organizational and operational discipline

• Adaptability and learning agility

Preferences:

• Previous internship experience within a large-scale enterprise environment

• Familiarity with Generative AI technologies and solutions

• Understanding of advisor-facing products and related business workflows

• Experience using Jira, Confluence, or similar product management tools

• Proficiency in Microsoft Excel for data analysis and reporting

• Strong understanding of software development concepts, APIs, and scripting or programming languages

• Experience with data visualization, reporting, or analytical tools

• Interest in financial services, wealth management, or fintech solution

Pay Range:

Company Overview:

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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.

EAC 5.19.26