Saksham Shukla

Product Owner @LPL Financial

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Nov 2025 — Present

Product Owner @LPL Financial

View department →

Fort Mill, SC, US

Lead strategic initiatives for CIP & Operations Workflow, optimize operational processes across financial services functions. Drive continuous improvement, enhance regulatory compliance, and deliver scalable solutions that improve efficiency, reduce risk, and elevate customer experience. Blend product leadership, operational insight, and stakeholder engagement skills.Staffing Partner: TEKsystems IncRole: Platform/Product Owner

EDUCATION

2003 — 2007

Shri Ram Institute of Technology

B.E., Electrical and Electronics Engineering

2002 — 2003

Kendriya Vidyalaya

10+2, Physics, Chemistry, Maths, Informatics Practices

2000 — 2001

Kendriya Vidyalaya

10, General

SKILLS

BrdSoftware Development Life Cycle (Sdlc)OracleRequirements AnalysisStrategySybaseSystems AnalysisHp Quality CenterSoftware Project ManagementData WarehousingUmlFunctional AnalysisBusiness RequirementsFunctional SpecificationsRequirements TraceabilityBusiness Analysis.netGap AnalysisSequence DiagramsSqlVisioQuality CenterApplications SupportSoftware DevelopmentUnixData ModelingActivity DiagramsPl/SqlUser Acceptance TestingAgile Project ManagementMicrosoft Sql ServerUse Case AnalysisData AnalysisAnalysisBusiness ObjectsSdlcProject ManagementRequirements GatheringTest ManagementTeam Management

ABOUT SAKSHAM SHUKLA

18+ years of professional product experience in requirement gathering, requirement/functional specification documentation, planning, execution and reporting for software systems in investment banking, global markets, global banking, global commercial banking, and wealth management domains.• Implemented numerous projects (Client On-boarding; Anti-Money Laundering; Know Your Customer, Counter-Terrorist Financing; Global Compliance, Regulatory reporting & Analytics, Control function and Account On-boarding space; Global Transaction Services) with high visibility and accelerated momentum.• Managed various product manager, product owner, business analyst manager, service delivery manager, business architect, governance and control function roles for Client On-boarding, Client reference data, AML/CTF-KYC, Compliance & Regulatory natured global initiatives across multiple lines of business.• Demonstrated strong communication, collaboration & team building skills with proficiency at grasping new functional & technical concepts in a productive manner.• Proven track record in ideating, developing, maintaining and supporting complex investment banking, global markets, global banking, and global commercial banking application.• Strong experience in coordination and organization of efforts with cross vendor/captive global teams (EMEA, ASIA & Americas) on multiple initiatives.• Strong leadership skills, resource management, planning & tracking of project schedule, onshore/near-shore/offshore co- ordination skills and team building and conflict resolution abilities.• Strong understanding of business process modeling, business operations process/support, business control and governance functions, software development life cycle (SDLC especially Waterfall and Agile Software Development), technology/operations adoption, application support models, T-SQL, six-sigma automations, use case diagrams, activity diagrams, sequence diagrams, state diagrams & test cases as well as in preparing business requirements documents (BRDs), project/program functional specifications (PFSs), high level design documents (HLDs), data analysis, system requirements specifications (SRSs), epic/function/user story and acceptance criteria documentation/approvals, wireframe/mock-up design review, business function/workflow mapping (As-Is & To-Be Analysis) and GAP Analysis.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Saksham Shukla — Product Owner at LPL Financial in Charlotte, NC, US | Unifers