Sr Engineer, Data Reporting

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.Job Overview:We are seeking a talented senior level data reporting engineer who will support Austin Business Intelligence, business management reporting, and the Prudential data integration projects. This role involves collaboration with product teams, data engineering, and business intelligence to effectively prepare and cleanse data for data visualization.Responsibilities:

• Develop comprehensive technical and business requirements using advanced diagnostic and prognostic problem-solving methodologies.
• Collaborate with business leaders to define KPIs, reporting needs, and data-driven solutions aligned with strategic goals.
• Design and optimize complex SQL queries to extract, transform, and analyze data, ensuring alignment with business objectives.
• Lead deployment, configuration, patching, and upgrades of Tableau Server and Tableau Cloud environments, ensuring seamless integration with enterprise data sources.
• Maintain high availability and performance of Tableau Server infrastructure, implementing proactive monitoring and disaster recovery strategies.
• Enforce robust security controls to protect sensitive data within AWS, DBT workflows and across the data pipeline.
• Gather, cleanse, and analyze large datasets to uncover trends, patterns, and actionable business insights.
• Embedded AI-powered insights into Tableau dashboards, enabling real-time forecasting, sentiment analysis, and intelligent alerting.
• Ensure data accuracy and integrity through rigorous validation processes across the software development lifecycle (SDLC).
• Deliver clear, actionable insights through query and reporting analysis, effectively communicating findings to stakeholders and development teams.
• Foster strong relationships with business partners, product management, and technical teams to drive alignment and innovation.
• Regularly prepare and present project status, risks, and outcomes to senior leadership and stakeholders.

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:

• Cloud Platforms: AWS (S3, Redshift, Lambda, Glue, EC2, IAM)
• Data Warehousing & Modeling: Snowflake, DBT, SQL, PostGreSQL
• Data Transformation & Automation: Tableau Desktop, Alteryx Designer, Python
• Business Intelligence: Tableau Server & Tableau Cloud, KPI Dashboards, Embedded Analytics
• AI & Machine Learning: Pulse, Copilot, Cortex,Python (scikit-learn, pandas)
• Data Governance & Security: Role-based access, encryption, compliance
• Leadership & Collaboration: Agile methodologies, stakeholder engagement, cross-functional team leadership

Core Competencies:

• Strong analytical and problem-solving skills
• Ability to effectively communicate with business users technical and non technical
• Bachelor’s degree in computer science, or a related field
• Adaptable individual capable of multitasking and prioritizing workload in a fast-paced, occasionally high-pressure environment
• Ability to thrive in a collaborative environment that builds and fosters business partnerships

Technical Competencies:

• 5-6 years with Tableau administration (access, security) along with Tableau development
• Experience with Tableau Cloud
• Advanced SQL skills
• Experience with Snowflake and AWS strongly preferred

#LI-Hybrid

 

Pay Range:

$99,375-$165,625/year
 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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