LPL Financial is a leader in the financial services industry, seeking an analytically driven intern for their Product Management Internship. The role involves hands-on exposure to the product lifecycle, focusing on enhancing advisor workflows and improving platform capabilities through data analysis and collaboration with various teams.
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
Qualification
Required
Currently pursuing a bachelor's or master's degree in computer science, management information systems (MIS), business, finance, economics, or a related field
Available to work from one of LPL Financials' primary office locations
Cross-functional collaboration and communication
Analytical thinking and problem-solving
Customer-centric mindset
Ownership and accountability
Organizational and operational discipline
Adaptability and learning agility
Preferred
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 solutions
Benefits
LPL Financial provides investment solutions and tools for independent financial advisors.
