Product Analyst, Retirement Data Insights and Governance

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., 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.

Analysis Skills, Team Player, Customer Support/Service, Product Support, Wealth Management, Scalable System Development, Ecosystems, Analysis Skills, Data Quality, Product Flow, * 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

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

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.