Product Analyst, Retirement Data Insights and Governance

Job Overview

The Retirement Partners team within LPL's Wealth Management group is responsible for delivering a highly competitive suite of retirement solutions and platforms for advisors and their clients. A critical enabler of this mission is building a scalable, accurate, and actionable data foundation that supports product growth, advisor engagement, and improved participant outcomes.

• Data Strategy & Foundations
  • Define and enhance the retirement data strategy, including data models, architecture inputs, and foundational datasets
  • Partner with Technology and Data Engineering to ensure scalable, high-quality data pipelines across retirement products and platforms
  • Establish consistent definitions for key data elements across plans, participants, advisors, and product flows
• Product Flow Tracking & Analytics
  • Design and implement end-to-end tracking of product flows, including contributions, rollovers, distributions, and conversions
  • Develop frameworks to track retirement asset movement, conversion rates, and lifecycle metrics
  • Create visibility into advisor and client behavior across retirement products
• Participant-Level Data & Insights
  • Build and enhance capabilities around participant-level data aggregation, segmentation, and reporting
  • Partner with business stakeholders to generate insights that improve participant engagement and outcomes
  • Enable use cases such as financial wellness, advice delivery, and targeted outreach
• Reporting & Business Intelligence
  • Define and deliver standardized reporting and dashboards for leadership, product teams, and advisor-facing groups
  • Translate business needs into clear data requirements and reporting outputs
  • Ensure data is actionable, intuitive, and aligned to business KPIs
• Data Governance & Quality
  • Establish and support data governance frameworks, including ownership, controls, and documentation
  • Partner with Product Risk, Legal, and Compliance to ensure regulatory alignment (e.g., ERISA, DOL, data privacy)
  • Define and monitor data quality metrics, controls, and issue resolution processes

• Act as SME for retirement data across products, platforms, and workflows
• Lead cross-functional initiatives to enhance data infrastructure and reporting capabilities
• Define and document data requirements, definitions, and lineage
• Deliver insights through analysis, dashboards, and executive presentations
• Partner across Technology, Operations, Finance, and Risk to drive data initiatives
• Support vendor integrations and data flows related to recordkeepers and platform providers
• Engage stakeholders to ensure data solutions meet business and advisor needs

We re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• Bachelor s degree with 5-7+ years of relevant experience in data, product analytics, or platform roles
• Experience working with retirement products, recordkeepers, or financial services platforms
• Understanding of retirement data structures, including plans, participants, contributions, and rollovers
• Experience with data analysis, reporting, and visualization tools (e.g., SQL, Tableau, Power BI, etc.)
• Proven ability to define and translate business requirements into data solutions
• Experience working in a cross-functional, matrixed environment

• Analytical and data storytelling capabilities
• Ability to balance strategic thinking with execution detail
• Excellent communication skills across technical and non-technical audiences
• Detail-oriented with a focus on data accuracy and integrity
• Ability to manage multiple priorities and drive outcomes in a fast-paced environment
• Business and financial acumen

Experience building or managing data governance frameworks and dat