Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of
innovation. From cutting-edge resources and a collaborative environment to the
freedom to make an impact and more, you’ll find the ingredients you need at LPL
Financial to shape your success while helping clients pursue their financial
goals.
Job Overview:
The Product Management Internship at LPL Financial is designed for analytically
driven students 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 interns 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 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
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:
* 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
Priority Application Date: September 21 at 11:59 PM PST
PLEASE NOTE: This role follows a priority application approach. Candidates who
apply by this date will receive priority consideration, and we anticipate that
most hiring decisions will be made following the priority application date.
Candidates are encouraged to apply early, as applications will be reviewed on a
rolling basis.
Disclaimer for international students:
* At this time, for our early career program positions, we’re unable to
consider candidates who require sponsorship now or in the future. For other
positions, within LPL it will depend on the specific position.
* You will be responsible for obtaining and providing to LPL the required I-9
documentation as part of our onboarding process.
* Positions offered are for full-time work at 40 hours per week.
* Please consult your Designated School Official to confirm your eligibility
with your school ability prior to applying.
Hourly Rate:
$25.00-$30.00 per hour
The hourly amount is dependent on a number of factors, including the applicant’s
skill, experience, and work location.
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the
firm should work for advisors and institutions, and not the other way around.
Today, LPL is a leader in the markets we serve, serving more than 23,000
financial advisors, including advisors at approximately 1,000 institutions and
at approximately 580 registered investment advisor ("RIA") firms nationwide. We
are steadfast in our commitment to the advisor-mediated model and the belief
that Americans deserve access to personalized guidance from a financial
professional.
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.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial
guidance. As the nation’s leading independent broker-dealer, we offer an
integrated platform of cutting-edge technology, brokerage, and investment
advisor services.
Why LPL?
* Innovative Environment: We foster creativity and growth, providing a
supportive and responsive leadership team. Learn more about our leadership
team here!
[https://www.lpl.com/about-us/our-financial-strength/leadership.html]
* Limitless Career Potential: Your career at LPL has no limits, only amazing
potential. Learn more about our careers here!
[https://career.lpl.com/search-results]
* Unified Mission: We are one team on one mission—taking care of our advisors
so they can take care of their clients. Learn more about our mission and
values here! [https://www.lpl.com/about-us/what-we-do/our-culture.html]
* Impactful Work: Our size is just right for you to make a real impact. Learn
more here! [https://investor.lpl.com/]
* Commitment to Equality: We support workplace equality and embrace diverse
perspectives and backgrounds. Learn more here!
[https://career.lpl.com/Culture-Inclusion]
* Community Focus: We care for our communities and encourage our employees to
do the same. Learn more here! [https://career.lpl.com/our-community-impact]
* Benefits and Total Rewards: Our Total Rewards package goes beyond just
compensation and insurance. It includes a mix of traditional and unique
benefits, perks, and resources designed to enhance your life both at work and
at home. Learn more here! [https://career.lpl.com/benefits-and-perks]
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.
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