Product Analyst, Retirement Data Insights and Governance

LPL Financial•Fort Mill, SC

8d•$69,731 - $116,184

About The Position

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.

Requirements

Bachelor’s degree with 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
Experience with data analysis, reporting, and visualization tools (e.g., SQL, Tableau, Power BI, etc.)
Proven ability to define and translate business requirements into data solutions
Experience working in a cross-functional, matrixed environment
Analytical and data storytelling capabilities
Ability to balance strategic thinking with execution detail
Excellent communication skills across technical and non-technical audiences
Detail-oriented with a focus on data accuracy and integrity
Ability to manage multiple priorities and drive outcomes in a fast-paced environment
Business and financial acumen

Nice To Haves

Experience building or managing data governance frameworks and data quality programs
Familiarity with participant-level analytics and financial wellness data use cases
Knowledge of ERISA, DOL regulations, and retirement reporting requirements
Experience working with large-scale data environments or data lakes/warehouses
Exposure to rollover tracking, asset movement analytics, and lifecycle reporting

Responsibilities

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
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
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
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
Establish and support data governance frameworks, including ownership, controls, and documentation
Partner with Product Risk, Legal, and Compliance to ensure regulatory alignment (e.g., ERISA, DOL, data privacy)
Define and monitor data quality metrics, controls, and issue resolution processes
Act as SME for retirement data across products, platforms, and workflows
Lead cross-functional initiatives to enhance data infrastructure and reporting capabilities
Define and document data requirements, definitions, and lineage
Deliver insights through analysis, dashboards, and executive presentations
Partner across Technology, Operations, Finance, and Risk to drive data initiatives
Support vendor integrations and data flows related to recordkeepers and platform providers
Engage stakeholders to ensure data solutions meet business and advisor needs