Sr. Analyst, Advanced Analytics

Location: Fort Mill/Charlotte, San Diego

Time Type: Full time

Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Growth Analytics team in Client Success is seeking a curious, creative, and customer‑focused Senior Analyst who can translate advisor data into clear insights that drive strategic decisions. This role blends strong communication and business acumen, with hands‑on data exploration through Python, SQL, and Tableau. Ideal candidates pair analytical rigor with a business‑oriented mindset, treating business partners’ problems like our own.

Responsibilities:

• Build and maintain dashboards, analytical tools, and data psroducts that enable self‑service insights and reduce recurring inbound requests.
• Perform custom analyses, modeling, and exploratory deep dives to answer business questions and uncover actionable insights.
• Translate data into clear visualizations and recommendations that help partners make smarter decisions.
• Create scalable workflows and automations (Tableau, Alteryx, Python) to improve data accuracy, efficiency, and repeatability.
• Support measurement and reporting for Client Success initiatives, including KPIs and performance tracking.
• Collaborate with stakeholders across the organization, providing high‑quality analytic support and proactive, data‑driven guidance.

What are we looking for?

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.

Requirements:

• 2+ years with hands on analytical experience is required
• Minimum 2 years’ experience with Tableau, Python, and SQL

Core Competencies:

• Demonstrates strong intellectual curiosity, consistently seeking to understand the “why” behind data, decisions, and processes
• Continuously looks for opportunities to learn, experiment, and refine approaches based on new insights
• Exceptional problem-solving skills that enable efficient identification of issues, development of hypotheses, and the execution of robust quantitative analyses to answer business questions

Preferences:

• Bachelor’s Degree
• Proficiency in Alteryx, Javascript, Looker, or R
• Experience with cloud-based platforms (e.g., AWS, Azure, GCP)
• Demonstrated skill in predictive analytics, statistical modeling, and/or machine learning

Please note: This position does not offer work authorization sponsorship now or in the future. Applicants must have valid U.S. work authorization that does not require employer sponsorship.

 

Pay Range:

$72,113-$120,188/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 @lplfinancial.com 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 (855) 575-6947.

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