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 data is trusted and actionable.
Role type
Senior Product Analyst (Data & Governance)
Builds
Scalable data pipelines, product flow tracking frameworks, participant-level insights, and standardized dashboards.
Domain
Financial Services / Wealth Management / Retirement Products
Deliverable
dashboards & analysis
Required skills
Data strategy definition, SQL, Tableau/Power BI, data modeling, cross-functional collaboration, regulatory compliance (ERISA/DOL), data quality frameworks
Preferred skills
Data governance program management, participant-level analytics, data lake/warehouse experience, rollover tracking analytics
Technologies
SQL, Tableau, Power BI
Responsibilities
Define retirement data strategy and models; design end-to-end product flow tracking; build participant-level data aggregation and reporting; deliver standardized dashboards for leadership; establish data governance and quality controls; partner with Technology, Risk, and Legal teams.
Seniority
Senior, hands-on IC