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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 LPL’s retirement ecosystem. This role is critical for building a scalable, accurate, and actionable data foundation that supports product growth, advisor engagement, and improved participant outcomes.
Responsibilities
- Define and enhance the retirement data strategy, including data models, architecture inputs, and foundational datasets
- Partner with Technology and Data Engineering to ensure scalable, high-quality data pipelines across retirement products and platforms
- 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
- Create visibility into advisor and client behavior across retirement products
- Build and enhance capabilities around participant-level data aggregation, segmentation, and reporting
- Partner with business stakeholders to generate insights that improve participant engagement and outcomes
- Enable use cases such as financial wellness, advice delivery, and targeted outreach
- Define and deliver standardized reporting and dashboards for leadership, product teams, and advisor-facing groups
- Translate business needs into clear data requirements and reporting outputs
- Ensure data is actionable, intuitive, and aligned to business KPIs
- Establish and support data governance frameworks, including ownership, controls, and documentation
- Partner with Product Risk, Legal, and Compliance to ensure regulatory alignment (e.g., ERISA, DOL, data privacy)
- Define and monitor data quality metrics, controls, and issue resolution processes
- Act as SME for retirement data across products, platforms, and workflows
- Lead cross-functional initiatives to enhance data infrastructure and reporting capabilities
- Define and document data requirements, definitions, and lineage
- Deliver insights through analysis, dashboards, and executive presentations
- Partner across Technology, Operations, Finance, and Risk to drive data initiatives
- Support vendor integrations and data flows related to recordkeepers and platform providers
- Engage stakeholders to ensure data solutions meet business and advisor needs
Requirements
- Bachelor’s degree with 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
- Experience with data analysis, reporting, and visualization tools (e.g., SQL, Tableau, Power BI, etc.)
- Proven ability to define and translate business requirements into data solutions
- Experience working in a cross-functional, matrixed environment
Skills
- Analytical and data storytelling capabilities
- Ability to balance strategic thinking with execution detail
- Excellent communication skills across technical and non-technical audiences
- Detail-oriented with a focus on data accuracy and integrity
- Ability to manage multiple priorities and drive outcomes in a fast-paced environment
- Business and financial acumen
- Experience building or managing data governance frameworks and data quality programs
- Familiarity with participant-level analytics and financial wellness data use cases
- Knowledge of ERISA, DOL regulations, and retirement reporting requirements
- Experience working with large-scale data environments or data lakes/warehouses
- Exposure to rollover tracking, asset movement analytics, and lifecycle reporting
Experience Level
- 5-7+ years of relevant experience
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 among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
- The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
- 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.
Equal Opportunity
- Principals only. EOE.