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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Digital Research Analyst

Job ID: R-015456 Date posted: 06/07/2022 Primary Location SC-Fort Mill Other Locations CA-Remote , CA-San Diego

Do you have a passion for applying analytics to tell stories with data while driving real business outcomes? Do you enjoy applying various visualization and data modeling techniques to modernize and improve processes in an organization? Would you like to be part of a growing, high-functioning team, with career growth potential?If so, LPL Financial is the place 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 18,000 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 Digital Research Analyst is a key member of the Digital Analytics team and provides advanced reporting capabilities to support digital analytics initiatives. In this position you will partner with stakeholders from across the business, helping them ask the right questions, then working alongside our data engineers to implement and develop effective digital analytics reporting that will help meet the stakeholder’s requirements and measure the benefits.


  • Serve as the Digital Analytics Data Steward for the organization and be the subject matter expert on where and how to access and interpret Digital Analytics data, be able to explain complex analytics implementations, and will ensure the quality and availability of digital data.

  • Participate in the implementation of analytics and optimization technologies through solution design and code development.

  • Being the authority on what is currently possible with all tools available – “I know the art-of the-possible with the digital analytics tools we have.”

  • Knowing what digital data assets are available and working with stakeholders to understand its value and limitations – “I understand our digital data and help my colleagues get the most from it.”

  • Continually building upon capabilities that will add the most value – “I am informed with new features and techniques and focus on those which will help LPL reach its objectives faster.”

What are we looking for?

We want strong collaborators who 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.


  • Degree in Analytics, IT or Applied Sciences (Data Analytics, Business Analytics, Computer Information Systems – CIS, Math, Statistics, etc.)

  • Minimum of three (3) years in an analytical/statistics focused position, preferably a mix as digital analyst and business intelligence specialist

  • Experience with digital analytics software (e.g.: Adobe Analytics or Google Analytics), web development technology, content management systems, and reporting.

  • Expert proficiency in HTML, JavaScript, and SQL.

  • Familiarity with BI reporting tools (e.g.: Tableau, Microstrategy, or Power BI). Preferably Tableau

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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