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 Product Analyst will partner with team members across the Data & Analytics capabilities (Data Science, Applied Analytics & Business Intelligence, Digital Analytics, and Data Strategy & Governance) and key stakeholders across the enterprise to enable LPL execution and measurement of strategic data initiatives. Examples of initiatives this role will support include communicating the data initiatives to key stakeholders, developing data literacy programs, creating and maintaining policies and standards, and driving the overall data strategy of the organization.

Responsibilities:

• Communicate and coordinate across various Data & Analytics functions, such as Data Science, Data Strategy and Governance, and Digital Analytics, to ensure Data & Analytics brand is consistent and receives diverse feedback on work products

• Develop the criteria for baseline data literacy enterprise-wide and specific literacy requirements for each business unit and levels

• Contribute to the creation and design of data curriculum that drives the overall data literacy of the enterprise, while communicating the data strategy, policies, and best practices

• Manage stakeholder relationships on the development of the data curriculum, including stakeholders from Data & Analytics, Learning & Development, Human Capital, and various business units

• Develop and maintain the Data Governance policies and standards, including metadata management, data quality, data access, data lineage, etc.

• Support the development of best practices documentation related to data tooling, metadata usage and access, and business processes related to data governance initiatives

• Play a key role in managing and collaborating with cross-functional technology, business, and data initiatives

• Support the creation of the overall data strategy that drives how the business governs, accesses, and uses data

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree in Management Information Systems, Business, Engineering, Mathematics, Finance, Economics, or related discipline

• 3+ years hands-on project experience working with metadata, data quality, data cataloging, policies, and learning & development

• 3+ years experience with the Microsoft Office Suite (PowerPoint, Excel, Word) and visualization tools (Tableau, PowerBI), and exposure to data governance toolsets (Collibra, IDQ, ASG, data.world, Manta, etc.)

• 3+ years experience working with SQL & Excel

• 3+ years experience defining and creating product requirements

Preferences:

• Fluency in data related practices including data management, data governance, architecture, and data & analytics

• Experience with Snowflake or BigQuery

• Familiarity with QA and UAT testing procedures

• Excellent communication skills when working cross-functionally, or when presenting insights to technical or non-technical stakeholders and leadership

• Familiarity with platforms such as Jira, Confluence

• Experience working in a cross-functional environment- should be comfortable partnering with Business Strategy, Engineering, Technology, UX teams, etc.

 

Pay Range:

$80,752.00 - $134,518.00

 

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!

 

Company 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