Product Analyst, Retirement Data Insights and Governance
LPL Financial · Fort Mill, United States +2 · 7d ago
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 Retirement Partners team within LPL’s Wealth Management group is responsible for delivering a highly competitive suite of retirement solutions and platforms for advisors and their clients. A critical enabler of this mission is building a scalable, accurate, and actionable data foundation that supports product growth, advisor engagement, and improved participant outcomes.
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 includes ownership of product flow tracking, rollover data, participant-level insights, and data quality frameworks. This individual will serve as a bridge between business, technology, operations, and data teams, ensuring that retirement data is trusted, accessible, and leveraged to drive decision-making and product innovation.
Key Responsibilities
Data Strategy & Foundations
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
Product Flow Tracking & Analytics
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
Participant-Level Data & Insights
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
Reporting & Business Intelligence
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
Data Governance & Quality
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
Core Responsibilities
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
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
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
Core Competencies
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
Preferrences
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
#LI-PA
Pay Range:
$69,731.00 - $116,184.00Company Overview:
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. For further information about LPL, please visit www.lpl.com.
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.
For further information about LPL, please visit www.lpl.com.
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.
EAC 5.19.26