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Sr. Business / Data Analyst

Job ID: R-023733 Date posted: 07/19/2022 Primary Location SC-Fort Mill Other Locations CA-Remote

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? 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:

At LPL Financial we consider it our mission to take care of our advisors so they can take care of their client.  Joining as Senior Business Data Analyst, you will be responsible for building and maintaining the sustainable, scalable products and capabilities that support our advisors to deliver world class services for their investors.


  • Understand business needs from the users; document the analysis using business process descriptions, use cases, scenarios, tasks and workflow.

  • Generate requirements from users; use advanced problem solving techniques (both diagnostic and prognostic) to analyze the problem and generate requirements with the users and document those.

  • Schedule and lead design discussions with Architecture, Infrastructure and different Technical teams of all levels throughout the company including executives

  • Innovate on out of the box solution that leverages the holistic knowledge of variety of use cases.

  • Collaborate with subject matter experts and developers to establish the technical vision and analyze tradeoffs between usability and performance needs

  • Perform query and reporting analysis; document data sources and mappings to support reporting and other data requirements

  • Be a liaison between the Business Users, Application development team, Architecture and other technology teams (infrastructure, info security etc.) and project and relationship managers

  • Manage and ensure requirements are met not only through the entire SDLC process by participating in design discussions, QA, UAT and deployment, but also in all aspect of regulatory requirements

  • Work with the project team to translate Business requirements into a solution, help the team for Technical design documentation and analyze tradeoffs between effort and return on value. Socialize these tradeoffs with the project team and stakeholders

  • Actively work to resolve issues users when requirements clarification is needed or to facilitate sign off on test cases

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.


  • 7 years of experience functioning as a business analyst within a mid to large organization

  • 4+ years of experience writing epics stories, tasks in Agile (Scrum is preferred) using JIRA and Waterfall project approaches.

  • 2+ years of experience with SQL queries, hands-on in SQL knowledge report writing and presenting findings

  • 2+ years of working with JIRA, TFS, HPQC, Aha! and similar other project management tools

  • 1+ years of experience in data structures, data modeling, db schema is required. Knowledge of technologies including API, XML and web application concepts.

Core Competencies:

  • Detail oriented and critical thinker. Engage in multiple initiatives simultaneously.

  • Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast paced environment and demonstrate leadership skills.

  • Keen attention to detail and complex problem solving abilities from operational and technical perspective.

  • Expert written and oral communication skills, strong interpersonal skills, and the ability to interact professionally with diverse groups, executives, managers, and subject matter experts.


  • Good Product acumen, can easily fit into product owner’s role to deliver the product, must have worked on building / integrating products on various Fintech platforms

  • 4+ years of writing user stories.

  • 2+ years of writing SQL queries with simple joins

  • Wealth Management Experience or Investment Asset Management experience preferred or Financial Industry experience

  • Expert understanding of the broker-dealer business model, various financial asset classes, various industry standard applications and tools used by financial advisors

  • Experience in Working on Merger and Acquisition Conversion project is good to have

  • Exposure to enterprise integration tools, and extract/transform/load (ETL) tools.

  • Experience in non-functional requirements gathering, traceability and UAT coordination and support.


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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