JOB OVERVIEW:

As a key member of the LPL Product team, our group has a unique opportunity to lead the design, implementation, and ongoing maintenance of LPL’s Digital Transformation. Our product leaders work closely with teams across LPL to deliver technology services to millions of investors and more than 16,000 advisors across the US. The Salesforce CRM and Marketing product team is responsible for providing a technology product that supports how we bring in new business to LPL, along with how we continue to support our current LPL Advisors in order for them to help supports their clients. We play in integral part on the journey our advisors experience during their time at LPL. The successful candidate will be passionate about delivering ongoing improvements aligned to LPL’s Digital Transformation and Growth roadmaps, and inject new ideas and concepts into those initiatives

REQUIREMENTS:

• Bachelor’s Degree in Business, Economics, Statistics, or a related field
• 3+ years of experience in product analysis, preferably within the CRM domain.

• Stakeholder Collaboration and Requirements: Work closely with cross-functional teams, including marketing, sales, and engineering, to understand business unit needs and drive product success.
• Agile Development: Participate in (or lead as necessary) agile ceremonies to help deliver value to our internal customers; help draft user stories, acceptance criteria, and design documents as necessary.
• User Experience: Gather and analyze user feedback to continuously improve product features and user satisfaction.
• Training and Support: Provide training and support to internal teams and stakeholders on product functionalities and updates.
• Data Analytics: Analyze Salesforce / CRM product performance data to provide actionable insights and recommendations.
• Reporting: Create detailed reports and presentations to communicate findings and recommendations to senior management; troubleshoot problems as necessary.
• Compliance: Ensure all products comply with relevant regulations and standards.
• Market Analysis: Conduct market research to identify trends, opportunities, and competitive landscape.
• Product Strategy: Assist in the development and implementation of product strategies that align with the company’s goals and market demands.
  What are we looking for?
  We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.