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Senior Data/Business Analyst

LPL Financial

LPL Financial

This job is no longer accepting applications

See open jobs at LPL Financial.
Multiple locations
Posted on Friday, January 19, 2024

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 clients. 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.


  • Generate technical and business requirements using advanced problem-solving techniques (both diagnostic and prognostic).

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

  • Lead the scrum team and stakeholders in story refinement sessions and ensure the requirements meet LPL standards.

  • Perform query and reporting analysis and report findings to stakeholders and development team.

  • Document data source to target mappings.

  • Perform root cause analysis on production issues.

  • Work with the project team to translate business requirements into solutions.

  • Work closely with the Product Owner to establish priorities and product roadmap.

  • Establish and maintain cross functional relationships with business partners, product management office, and technical partners.

  • Prepare and present status reporting on a regular to all stakeholders and leaders.

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

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.


  • 5+ years of experience functioning as a business and data analyst within a mid to large organization.

  • 5+ years of experience writing epics stories, and tasks in JIRA

  • 5+ years working on a scrum team and following agile methodology.

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

  • 3+ years of experience using JIRA, Aha! Or other project management tools.

Core Competencies:

  • Detail-oriented and critical thinker.

  • Ability to engage in multiple initiatives simultaneously while demonstrating time management and organization.

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

  • Keen attention to detail and complex problem-solving abilities from operational and technical perspectives

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

  • Experience with Data Warehousing a plus


  • 2+ years of experience with AWS and Snowflake

  • 1+ years in Financial Services

Pay Range:


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!

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 @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 (800) 877-7210.

This job is no longer accepting applications

See open jobs at LPL Financial.