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About the Role

The Product Analyst, Retirement Data Insights and Governance will lead efforts to define, enhance, and operationalize data strategy, reporting, and governance across the retirement ecosystem. This role serves as a bridge between business, technology, operations, and data teams to ensure retirement data is trusted, accessible, and leveraged to drive decision-making and product innovation.

Responsibilities

• Define and enhance retirement data strategy, models, and architecture inputs.
• Partner with Technology and Data Engineering to ensure scalable, high-quality data pipelines.
• Establish consistent definitions for key data elements across plans, participants, advisors, and product flows.
• Design and implement end-to-end tracking of product flows, including contributions, rollovers, distributions, and conversions.
• Develop frameworks to track retirement asset movement, conversion rates, and lifecycle metrics.
• Build and enhance capabilities for participant-level data aggregation, segmentation, and reporting.
• Generate insights to improve participant engagement and outcomes.
• Deliver standardized reporting and dashboards for leadership, product teams, and advisor-facing groups.
• Translate business needs into clear data requirements and reporting outputs.
• Establish and support data governance frameworks, including ownership, controls, and documentation.
• Partner with Product Risk, Legal, and Compliance to ensure regulatory alignment.
• Define and monitor data quality metrics, controls, and issue resolution processes.
• Act as a subject matter expert for retirement data across products, platforms, and workflows.
• Support vendor integrations and data flows related to recordkeepers and platform providers.

Requirements

• Bachelor’s degree.
• 5–7+ years of relevant experience in data, product analytics, or platform roles.
• Experience working with retirement products, recordkeepers, or financial services platforms.
• Understanding of retirement data structures, including plans, participants, contributions, and rollovers.
• Proven ability to define and translate business requirements into data solutions.
• Experience working in a cross-functional, matrixed environment.

Skills

• Data analysis
• Reporting and visualization tools (e.g., SQL, Tableau, Power BI)
• Data storytelling
• Strategic thinking
• Communication skills
• Data governance frameworks
• Data quality programs
• Participant-level analytics
• ERISA and DOL regulatory knowledge
• Large-scale data environment management

Experience Level

• 5–7+ years

Education Level

• Bachelor’s degree

Salary/Compensations

• $69,731.00 - $116,184.00

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

About the Company

• LPL Financial Holdings Inc. (Nasdaq: LPLA) is a leading wealth management firm in the U.S.
• Supports over 32,000 financial advisors and approximately 1,100 financial institutions.
• Services and custodies approximately $2.3 trillion in brokerage and advisory assets.

Equal Opportunity

• EOE