Product Analyst, Retirement Data Insights and Governance

LPL Financial•Fort Mill, SC

16h•$69,731 - $116,184

About The Position

The Product Analyst, Retirement Data Insights and Governance, supports the Retirement Partners team within LPL Financial’s Wealth Management group. The role leads efforts to define, enhance, and operationalize data strategy, reporting, and governance across LPL’s retirement ecosystem. Its focus includes product flow tracking, rollover data, participant-level insights, and data quality frameworks. The analyst connects business, technology, operations, and data teams to ensure retirement data is trusted, accessible, and used to support decision-making and product innovation. The position serves as a subject matter expert for retirement data and leads cross-functional work to improve data infrastructure, reporting, governance, and business insights.

Requirements

Bachelor’s degree and 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 such as SQL, Tableau, or Power BI.
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 with technical and non-technical audiences.
Attention to detail and 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 and warehouses.
Exposure to rollover tracking, asset movement analytics, and lifecycle reporting.

Responsibilities

Define and enhance retirement data strategy, including data models, architecture inputs, and foundational datasets.
Partner with Technology and Data Engineering to support scalable, high-quality data pipelines across retirement products and platforms.
Establish consistent definitions for data elements covering plans, participants, advisors, and product flows.
Design and implement end-to-end tracking of contributions, rollovers, distributions, and conversions.
Develop frameworks for tracking retirement asset movement, conversion rates, and lifecycle metrics.
Create visibility into advisor and client behavior across retirement products.
Build and enhance participant-level data aggregation, segmentation, and reporting capabilities.
Partner with business stakeholders to generate insights that improve participant engagement and outcomes.
Enable use cases including 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 data requirements and reporting outputs, ensuring outputs are 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 support regulatory alignment, including ERISA, DOL, and data privacy considerations.
Define and monitor data quality metrics, controls, and issue-resolution processes.
Act as the subject matter expert 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 with 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.