Business Analyst Business Analyst …

LPL Financial
in San Diego, CA, United States
Permanent, Full time
Last application, 07 Apr 20
LPL Financial
in San Diego, CA, United States
Permanent, Full time
Last application, 07 Apr 20
Business Analyst
Entry-level Technology Platform Manager/ Business Analyst San Diego/en-US/External/job/San-Diego/Entry-level-Technology-Platform-Manager--Business-Analyst_R-008941-1/apply

Entry-level Technology Platform Manager/ Business Analyst

Recent grad starting summer 2020

About Us

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We support over 18,000 financial professionalsincluding over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Do you have a passion for how things work? Do you spend time thinking about what makes a product useful and efficient? We are looking for someone who would like to use their organization skills and passion for succeeding to build technology products customers love. We are looking for a recent graduate for our entry-level Technology Platform Manager/ Business Analyst role.

Related Majors: Management Science, International Business, Economics, Psychology, Computer Science, Cognitive Science

The Platform Owner/Business Analyst identifies improvements needed to enhance a product and works within the agile process to assign priority, business value, and functionality to ensure the development team implements. The Product Owner/Business Analyst works with the business owners to ensure the successful release of the new functionality and owns the communication across the organization.


Liaison & Communication

  • Ably represents, interface with and engage with the business user
  • Uses clear goals to communicate the project vision at the beginning of every release and sprint so that the team understands and is equipped to realize it
  • Makes business decisions and clearly communicates requirements through epics and stories so they are understood
  • Communicates status outside the team


  • Creates, maintains, prioritizes, and sequences the product feature backlog based on business value or ROI
  • Creates user stories and acceptance tests from themes and features granular enough for a single sprint
  • Prioritizes user stories by business value and decides which user stories are scheduled into sprints
  • Participates in project planning, daily stand-up meetings (scrums), reviews, retrospectives, sprint and release planning, demos and other Scrum-related meetings

Application Support

  • Creates the Go To Market Plan, ensuring roadmap, support, training, marketing accessibility is planned.
  • Assists with internal and external communication, improving transparency, and radiating information
  • Assists with prioritization and resolution of defects / bugs


  • Is always accessible and participates proactively and constantly in the team activities
  • Steers the project to ensure delivery of business value
  • Is visible, vocal, and objective


  • A track record of innovative thinking and problem solving
  • Passion for delivering the best user experience
  • Demonstrated ability to work independently and collaboratively with all levels of staff and management across multiple partner teams
  • Exemplary collaboration, interpersonal, and presentation skills
  • Ability for multi-tasking while prioritizing to show results
  • Ability to effectively respond to dynamically changing work environment and to positively influence business outcomes
  • Preferred GPA 3.5+

Why start at LPL Financial


Access To Executives And Industry Leaders

Grow your network with access to leaders in the industry, open to your ideas. Theres no limit on how much you can learn.


Doing The Right Thing

Doing the right thing for our customers, associates, and communities has always been our focus.


A Place To Launch Your Career

LPL Financial associates often grow horizontally across the company or vertically in role. We have virtually every role you can think of. You dream it, its possible.

The Empowerment of Your Role

LPL is transforming our culture and our commitment to constantly improve the ease of doing business with us. Making it easier for advisors to do business with us is our No. 1 priority. No matter what your role or department, at LPL we all own this. Knowing this, we are all empowered to make things simpler and do what is best for advisors and their investors.

The Quality You Deliver

At LPL financial, our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well. Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.

Your Life

LPL Financial has a we philosophy rather than a me philosophy. Our benefit packages are built to support our colleagues and their families by providing programs that foster health, peace of mind, work/life balance, as well as support for your financial and social goals and commitments. Sound too good to be true? See for yourself and learn more about our benefit offerings.

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning lifes 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 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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.

Posted 2 Days AgoFull timeR-008941

As the nations leading independent broker-dealer*, we offer an

integrated platform of proprietary technology, brokerage, and

investment advisor services to more than 14,000 financial

advisors and approximately 700 financial institutions, enabling

them to help their clients turn life's aspirations into financial

realities. We also support more than 4,000 other financial

advisors with customized clearing solutions, advisory

platforms, and technology.

Weve told you what we do for our customers, but what can we

do for you? 

Well provide you with a work environment that encourages your

creativity and growth, a leadership team thats supportive and

responsive, and the opportunity to create a career that has no

limits, only amazing potential.

*As reported by Financial Planning magazine, June 1996-2017,

based on total revenue.