Product Analyst, Retirement Data Insights and Governance

LPL Financial

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
Fort Mill, NCCharlotte, NCNew York, NY
Salary
$69,731–$116,184 / yr
Posted
17 days ago
Freshness
Confirmed live yesterday

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $156k
This role $93k
$55k most similar roles pay here $203k

This role pays less than 93% of similar roles. Most pay $122,925–$188,761 — the shaded band above. At the midpoint, this role pays about $93k versus about $156k for comparable roles.

Based on 238 similar postings.

Employer

About LPL Financial

LPL Financial is the largest independent broker-dealer in the United States, providing brokerage and investment advisory services to independent financial advisors and financial institutions. Industry: Financial Services & Wealth Management

LPL Financial currently has 59 open roles on FindRole.

Listed pay typically runs $140,959–$234,882 across 54 roles with salary data.

Most-posted roles

View all roles at LPL Financial

At a glance

TL;DR · Product Analyst, Retirement Data Insights and Governance

The Product Analyst, Retirement Data Insights and Governance joins the Retirement Partners team within the Wealth Management group to build a scalable, accurate data foundation for retirement solutions. This role involves defining and operationalizing data strategy, reporting, and governance across the retirement ecosystem. The analyst will manage product flow tracking, rollover data, participant-level insights, and data quality frameworks while serving as a bridge between business, technology, operations, and data teams. Key responsibilities include designing end-to-end tracking for contributions and distributions, developing dashboards for leadership, and ensuring regulatory alignment with ERISA and DOL standards. The ideal candidate possesses expertise in retirement products, recordkeepers, and financial services platforms. Required technical skills include proficiency in SQL, Tableau, or Power BI to translate complex business requirements into actionable data solutions and high-quality reporting outputs within a large-scale data environment.

What you'll do

  • Define and enhance retirement data models, architecture inputs, and foundational datasets for the retirement ecosystem.
  • Partner with engineering teams to build scalable, high-quality data pipelines across retirement products and platforms.
  • Design and implement end-to-end tracking for product flows including contributions, rollovers, distributions, and conversions.
  • Develop frameworks to track retirement asset movement, conversion rates, and lifecycle metrics.
  • Build capabilities for participant-level data aggregation, segmentation, and reporting to improve engagement outcomes.
  • Create standardized reports and dashboards to provide actionable insights for leadership and advisor groups.
  • Establish and manage data governance frameworks including ownership, controls, and regulatory compliance.
  • Monitor data quality metrics and lead cross-functional initiatives to improve infrastructure and reporting capabilities.

What we're looking for

  • Bachelor’s degree required.
  • 5–7+ years of relevant experience in data, product analytics, or platform roles.
  • Experience working with retirement products, recordkeepers, or financial services platforms.
  • Understanding of retirement data structures, including plans, participants, contributions, and rollovers.
  • Proficiency with data analysis, reporting, and visualization tools such as SQL, Tableau, or Power BI.
  • Proven ability to translate business requirements into technical data solutions in a cross-functional environment.
  • Experience building or managing data governance frameworks and data quality programs (preferred).
  • Knowledge of ERISA, DOL regulations, and retirement reporting requirements (preferred).

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