Sr. Product Analyst - Data

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:

ClientWorks is our comprehensive advisor workstation designed — and continually refined — to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more.

 

Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they have more time to engage with their clients and prospects. We look to deliver on this responsibility by:

• Simplifying the way in which our users access and manage their clients' information and making it easy to navigate to tools that allow them to take action on that data

• Being a force multiplier for other product areas by providing them with a foundation of common core capabilities that simplify their development process and help them align with our system standards and design principles
   

As a Senior Product Analyst – Data at LPL, you will combine strategic analysis, data fluency, and product mindset to uncover insights that shape key decisions across LPL’s platforms and solutions. You’ll analyze business performance, support new product strategies, and partner cross‑functionally to deliver enhancements that help advisors better serve their clients. This role blends quantitative depth, hypothesis‑driven problem‑solving, and execution excellence in a dynamic, innovation‑oriented environment.

Responsibilities:

• Identify data‑centric business challenges and opportunities; conduct deep analysis to produce actionable recommendations that enhance LPL’s advisor and client offerings.

• -Perform modeling and analytics in support of new product strategies, pricing insights, and platform improvements across advisor‑facing financial solutions.

• Develop insights that shape marketing strategies, digital experiences, and advisor‑engagement initiatives within LPL’s product ecosystem.

• Partner with technology and product teams to inform the design of new tools, data capabilities, and client experiences.

• Support risk‑related and credit‑trend analyses by connecting historical data with forecasted patterns and building/testing analytical models.

• Lead hypothesis development, solution analysis, feasibility scoping, implementation planning, and success metric monitoring.

• Collaborate closely with stakeholders in Technology, Operations, Finance, and Advisor Experience to improve service, efficiency, and profitability.

Requirements:

• 3+ years of experience in product management, consulting, or business analysis, preferably within a financial services or related FinTech firm.

• 3+ years as a product analyst, business analyst or data scientist 

• 1+ years analyzing data complex data to translate into business insights, driving informed recommendations 

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.

Core Competencies:

• Proven ability to make strategic, analytics‑based decisions using data, modeling, and structured problem‑solving.

• Strong quantitative skills paired with conceptual and product thinking capabilities.

• Demonstrated business judgment, leadership qualities, and personal integrity.

• Exceptional communication skills with the ability to influence product direction and partner effectively across teams.

• Clear results orientation with the ability to execute in evolving, fast‑paced product and data environments.

Preferences:

• Proven expertise in requirements gathering, documentation, and creating detailed process flows, use case diagrams, and other artifacts to articulate complex solutions.

• Bachelor's Degree.

• Experience in financial services, particularly advisor‑centric or wealth management solutions.

• Background in product analytics, risk modeling, marketing analytics, or data‑driven product strategy.

• Experience in innovative, high‑growth, or entrepreneurial environments similar to LPL’s culture.

 

Pay Range:

$80,726-$134,544/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) 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 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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