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Product Analyst

Job ID: R-022574 Date posted: 06/21/2022 Primary Location CA-Remote Other Locations CA-Remote

Are you data-driven and customer-centric?

Do you enjoy performing analytics and reporting to drive strategic decision making?

Are you interested in being part of a team that is actively working to transform and do things differently?

Excited to learn more? If so, then this could be the role for you!  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The LPL Business Solutions Product team is seeking a well-rounded Sr. Analyst to help drive strategic business decisions through the implementation of analytics tools, analysis and reporting of key product, market, and business drivers. The ideal candidate has sound judgement, the ability to recognize and communicate trends and insights, along with a strong understanding of data and automation concepts.

The Business Solutions group provides our advisors with the professional services and solutions to enable them to run, manage and grow their business and better serve their clients. From Admin to Marketing, our solutions enable advisors to rely on our staff for important tasks, advice, technical expertise or Marketing savvy and give them more quality time in front of clients and growing their business.


  • Conduct data analysis to make business or product recommendations (cost-benefit, invest-divest, forecasting, impact analysis)

  • Develop and automate reports, iteratively build & prototype dashboards to provide insights at scale, solving for analytical needs

  • Collaborate with cross-functional stakeholders to understand their business needs, formulate and complete end-to-end analysis that includes data gathering, analysis, deliverables, and presentations

  • Own data implementation and quality for product portfolio

  • Perform market and competitor analysis, structure and present to management.

  • See different angles of a product or business opportunity, connect the dots and interact with people in various roles and functions

  • Create, iterate & maintain scenarios on product performance, operational excellence, costs & financial performance among others.

  • Build stories with meaningful insights from data

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


  • Ba/BS degree in Finance, Business, Economics, Data Science, Computer Science, or related discipline preferred

  • 5+ years product/finance/analytics related experience

  • Experience with product and/or enterprise data, analytics, reporting tools a plus (Adobe analytics, Mixpanel, Segment, Tableau, Pendo, Hubspot, Kibana, or similar tools and interfaces)

  • Fluent in digital product analytics, research, trends, and insights both for the product and market.

  • Effective communication, presentation and writing skills

  • Detail oriented with insight to determine applicability of big picture analysis


  • Technical skills – expert in setting, managing parameters in Segment/Mixpanel/Adobe Analytics and in connecting and consolidating data sources.

  • Ability to create and maintain automated reports and KPI requirements

  • Experience exploring market data and create strategic competitive analysis

  • Advanced Standard Query Language (SQL) skills

  • Data driven, customer centric, able to find root causes and distinguish signal from noise

  • Knowledge in digital product development process in an agile environment a plus



Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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