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Senior Data Analyst

Location: Fort Mill, South Carolina; Austin, Texas

Other Locations: TX-Austin , CA-Remote

Job ID: R-028653



LPL is an entrepreneurial, transformative financial services company, driving growth and exciting possibilities for our clients, their customers, and our own people. This is where you can dream up new ideas for financial services, deliver solutions on modern platforms, and leverage digital-first technologies – all as we become a cloud-based technology organization. Join us and discover everything you can touch with the nation’s largest independent broker-dealer firm and a Fortune 500 company.

  • Full Time
  • Level: Senior Professional

Success Profile

What makes a good Tech Professional at LPL Financial? Check out the traits we’re looking for to see if you have the right mix.

  • Communicator
  • Proactive
  • Self-starter
  • Collaborative
  • Curious
  • Team player

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Our Culture

Collaborative. Welcoming. Entrepreneurial. Mission-driven.

We’ve created an amazing environment at LPL, but we’re not done yet. Join us on an exciting transformation as we embrace our inner-fintech and define the future of wealth management technology.

Learn more
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  • Maternity & Paternity Leave

  • 401(k) & ESPP

  • Professional Development

  • Flexibility

  • Health & Wellness Programs

  • Agile Environment and Collaboration

Job Description



Job ID R-028653 Date posted 03/17/2023

Job Description:Sr. Data Analyst – Data Warehouse

LPL’s Enterprise Data Warehousing team is working to build enhanced data and insights capabilities by transforming into Cloud applications. We are looking for a Senior Data Analyst with exceptional communication, analytical, and leadership skills to drive application migration to Cloud warehouse. The candidate will be responsible for gathering requirements, managing product backlogs and assisting customers with meeting their technology needs. The position will perform data mining, mapping and query analysis to assist with warehouse development and maintenance. This position will also involve team coordination around design, development and release activities. The candidate should be capable of developing a vision for high quality products and have the drive to ensure that the vision and success criteria are met.


  • Collaborate with the Data Warehouse team members in application migration to the Cloud and establish a technical vision.

  • Gather requirements from the Users and document the analysis using Use Cases, Scenarios and workflow analysis.

  • Compile the data analysis and lead design sessions with the Leads and Subject Matter Experts.

  • Perform query analysis, document data sources and mappings to support the warehouse and provide data support for the downstream applications.

  • Manage and ensure requirements are met through the entire SDLC process by participating in design discussions, UAT and deployments.

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.


  • Bachelor's Degree or a related study accompanied by 5+ years of experience in Information Technology as a Data Analyst, Systems Analyst, or Developer role in a Data Management organization.

  • 5+ Strong knowledge of SQL or other query languages.

  • Experience working with business users capturing and analyzing requirements, creating user stories and maintaining Jira boards and aha!

  • Familiar with data modeling practices and standards across conceptual, logical, and physical levels.

  • Familiar with Data Definition Language (DDL) and Data Manipulation Language (DML) SQL commands.

Core Competencies:

  • Mentor and provide leadership to more junior members of the team.

  • Maintain relationships with interface partners and vendors to assess or communicate impacts specific to upstream or downstream data changes.

  • Highly organized with strong communication, problem-solving, documentation, and presentation skills.

  • Proven ability to be proactive, possess flexible attitude, learn new skills, and manage ambiguity.

  • Experience maintaining metadata for complex data environments and ensuring data integrity.


  • Experience in Fin-Tech industry.

  • Experienced in both waterfall and agile project methodologies.

  • Ability to work independently in a fast-paced environment

  • Someone who has worked with Data Warehouse team members in application migrations to the cloud

Pay Range:


The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

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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