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Senior Product Analyst IIS Product Management

Posted on Sep 11, 2021 by LPL Financial

San Diego, CA 92101
IT
Immediate Start
Annual Salary
Full-Time


IIS Product Management, Sr. Analyst,Job Description


The Sr. Analyst role will be a member of the Investor and Investment Services (IIS) Product team focused on supporting the development, maintenance and ongoing lifecycle of marketing technology tools/capabilities, and investor and advisor-facing products. The role is a support function to the work LPL leads to build and implement new technology and business process solutions for investors and advisors. This position will manage the logistics of the product development lifecycle, including writing formal business requirements, supporting product/project management work administratively and communicating across cross-functional teams within the organization.


Preferred candidates for this role will have prior experience and knowledge in one or more marketing technology tools (Adobe, Salesforce etc ). The role will work collaboratively with many stakeholders - every product will have unique aspects and requires a candidate to be able to think analytically and anticipate needs. Collaboration with internal business and technology partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.


Essential Functions:


Sr. Analyst, Investor and Investment Solutions Job Description:


Essential Functions:


Provide support to the Product Management team by authoring business requirement documents
Provide administrative support for testing, experimentation and readiness efforts
Provide data analytics and data oversight
Provide project management support where appropriate


Testing & Readiness Coordination Duties:


Coordinate tasks, meetings and people/resources as part of assisting in the implementation and administration of new product and service launches, including assisting in:


Customer Tester selection & recruitment
Scheduling meetings/calls and taking meeting notes
Assist in creating and maintaining program metrics and reporting
Assist in developing, improving and revising program processes for continual improvement.
Assist in issue management, being able to suggest solutions
Administrative tasks as they arise


Metrics & Measurement Duties:


Assist in creating, updating and maintaining data within MS SharePoint, SmartSheet and MS Excel
Assist in creating, sending and analyzing surveys
Assist in determining meaningful data metrics
Assist in tracking, analyzing and creating performance and output reports during and in the follow-up after project completion


Nonessential functions:


Miscellaneous tasks that arise and are assigned - May be events oriented, or technology or client related


Knowledge, skills and abilities Specific minimum competencies required for job performance:


Positive, flexible person with the ability to work in a changing environment, identify and manage priorities
Strong team player with the ability to work effectively in a group and independently
Must be able to take initiative and make things happen with timelines and deadlines
Strong oral and written communication skills
Strong attention to detail, process and organization
Strong sense of personal accountability for work
Ability to work independently with minimal supervision
Ability to manage multiple priorities
Ability to prepare presentations


Minimum qualifications Minimum level of education and experience required to perform the job:


Associates Degree; 4-year degree in business, marketing or technology preferred or equivalent experience.
Technology fluency including extensive knowledge of SharePoint, Outlook, Word, Excel, and PowerPoint required;
Product/Project Management Skills (informal or formal)
Experience in capturing and reporting program and project results
Experience with Innovation, Beta Testing, Client Experience or Design Thinking is a plus
Experience with Agile projects and process is a plus


Success factors Personal characteristics that contribute to an individuals ability to excel on the job:


Fast learner and interest in experimentation, testing, design and change management
High attention to detail, superb organizational skills, and project management ability
Excellent written and verbal communication skills
Strong analytical skills and good at problem solving
Positive, flexible can-do attitude
Individual accountability


Job Type: Full-time




Reference: 1318169326

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