Sr. Analyst, Advanced Analytics

LPL Financial • Charlotte, NC

1d

About The Position

What 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: The Growth Analytics team in Client Success is seeking a curious, creative, and customer ‑ focused Senior Analyst who can translate advisor data into clear insights that drive strategic decisions. This role blends strong communication and business acumen, with hands ‑ on data exploration through Python, SQL, and Tableau. Ideal candidates pair analytical rigor with a business ‑ oriented mindset, treating business partners’ problems like our own.

Requirements

• 2+ years with hands on analytical experience is required
• Minimum 2 years’ experience with Tableau, Python, and SQL
• Demonstrates strong intellectual curiosity, consistently seeking to understand the “why” behind data, decisions, and processes
• Continuously looks for opportunities to learn, experiment, and refine approaches based on new insights
• Exceptional problem-solving skills that enable efficient identification of issues, development of hypotheses, and the execution of robust quantitative analyses to answer business questions

Nice To Haves

• Bachelor’s Degree
• Proficiency in Alteryx, Javascript, Looker, or R
• Experience with cloud-based platforms (e.g., AWS, Azure, GCP)
• Demonstrated skill in predictive analytics, statistical modeling, and/or machine learning

Responsibilities

• Build and maintain dashboards, analytical tools, and data psroducts that enable self‑service insights and reduce recurring inbound requests.
• Perform custom analyses, modeling, and exploratory deep dives to answer business questions and uncover actionable insights.
• Translate data into clear visualizations and recommendations that help partners make smarter decisions.
• Create scalable workflows and automations (Tableau, Alteryx, Python) to improve data accuracy, efficiency, and repeatability.
• Support measurement and reporting for Client Success initiatives, including KPIs and performance tracking.
• Collaborate with stakeholders across the organization, providing high‑quality analytic support and proactive, data‑driven guidance.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level