Product Analyst, Retirement Data Insights and Governance - lplfinancial

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The Retirement Partners team within LPL’s Wealth Management group is responsible for delivering a highly competitive suite of retirement solutions and platforms for advisors and their clients. A critical enabler of this mission is building a scalable, accurate, and actionable data foundation that supports product growth, advisor engagement, and improved participant outcomes.

The Product Analyst, Retirement Data Insights and Governance will lead efforts to define, enhance, and operationalize data strategy, reporting, and governance across LPL’s retirement ecosystem. This includes ownership of product flow tracking, rollover data, participant-level insights, and data quality frameworks. This individual will serve as a bridge between business, technology, operations, and data teams, ensuring that retirement data is trusted, accessible, and leveraged to drive decision-making and product innovation.

Key Responsibilities

Data Strategy & Foundations

Define and enhance the retirement data strategy, including data models, architecture inputs, and foundational datasets

Partner with Technology and Data Engineering to ensure scalable, high-quality data pipelines across retirement products and platforms

Establish consistent definitions for key data elements across plans, participants, advisors, and product flows

Product Flow Tracking & Analytics

Design and implement end-to-end tracking of product flows, including contributions, rollovers, distributions, and conversions

Develop frameworks to track retirement asset movement, conversion rates, and lifecycle metrics

Create visibility into advisor and client behavior across retirement products

Participant-Level Data & Insights

Build and enhance capabilities around participant-level data aggregation, segmentation, and reporting

Partner with business stakeholders to generate insights that improve participant engagement and outcomes

Enable use cases such as financial wellness, advice delivery, and targeted outreach

Reporting & Business Intelligence

Define and deliver standardized reporting and dashboards for leadership, product teams, and advisor-facing groups

Translate business needs into clear data requirements and reporting outputs

Ensure data is actionable, intuitive, and aligned to business KPIs

Data Governance & Quality

Establish and support data governance frameworks, including ownership, controls, and documentation