Product Analyst, Retirement Data Insights and Governance
Core
Lead data strategy, reporting, and governance for LPL's retirement ecosystem, serving advisors and clients by ensuring trusted, actionable data for product growth and participant outcomes.
Role type
Senior Product Analyst (Data Strategy & Governance)
Builds
Scalable data foundations, product flow tracking frameworks, participant-level insights, and standardized reporting dashboards for retirement solutions.
Domain
Financial Services / Wealth Management / Retirement Data
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Data strategy definition, SQL, Tableau/Power BI, data modeling, cross-functional collaboration, regulatory compliance (ERISA/DOL), data quality frameworks, product flow tracking, participant segmentation, business acumen.
Preferred skills
Data governance program management, large-scale data environments, lifecycle reporting, financial wellness analytics.
Technologies
SQL, Tableau, Power BI
Responsibilities
Define and enhance retirement data strategy and architecture; design end-to-end product flow tracking (contributions, rollovers, distributions); build participant-level data aggregation and reporting; deliver standardized dashboards for leadership and advisors; establish data governance frameworks and quality controls; partner with Technology, Risk, and Compliance teams.
Seniority
Senior, hands-on IC