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Senior Analyst, Analytics Developer

LPL Financial

LPL Financial

Software Engineering, IT, Data Science
Fort Mill, SC, USA · Charlotte, NC, USA · Fort Mill, SC, USA · Charlotte, NC, USA
Posted on Tuesday, July 2, 2024

Are you interested in solving complex data analytics puzzles? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? Do you have a successful track record in prior experience coaching, mentoring, and/or leading a team of analytic developers? Are you interested in being part of a team that is working to transform and do things more efficiently and effectively? Are you interested in being leader and influencer in the Risk & Compliance domain? Are you interested in being part of the LPL Firm wide Analytics Center of Excellence (ACE) group focused on bringing together a network of analytic developers. Excited to learn more? If so, then this could be the role 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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:

We are currently looking for a Senior Analyst, Analytics Developer who has the thought leadership to identify a robust inventory of potential analytic solutions to mitigate risk, technical skills to develop and realize those analytic solutions, leadership skills to mentor peers, and collaboration and consulting skills to build relationships with Business Units. We are looking for someone who can independently build code to access and extract data as well as create visualizations to tell a holistic story.


  • Develop & Deploy complex and continuous analytic solutions using the Analytic Development Lifecycle (ADLC). Typically descriptive and diagnostic analytics – with a future focus on predictive analytics.

  • Business Understanding – Work with Business Units to understand and interpret the request into a User Story and Acceptance Criteria.

  • Data Understanding – Identify appropriate data sources, perform data quality validations and highlight known limitations and assumptions.

  • Data Preparation – Access, mine, join and extract data from one or multiple data sources in LPL’s data ecosystem. Highlight known limitations and assumptions.

  • Data Output Analysis – Leverage data visualization tools to assist in telling a story.

  • Evaluation of Output – Based on risk, document data sources, filter/join selections, perform Test Case Scenarios, receive first level analytic manager approval, and obtain Business Unit approval.

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.


  • 4+ years of experience developing analytic solutions

  • Bachelor’s degree in Data Science, Computer Science, Economics, Finance, Engineering, Statistics, Mathematics, Physics, Actuarial Sciences, or other highly quantitative discipline (or additional 4+ years of experience in lieu of degree)

  • Proficient in at least 1 data analytic language (SQL, SAS etc.)

  • Proficient in at least 1 visualization tool (Tableau, PowerBI, etc.

  • Intermediate in at least 1 scripting language (SAS, Python, Alteryx, etc.)

  • Experience developing following in the Analytic Development Lifecycle (ADLC) or Model Development Lifecycle (MDLC)


  • Experience following Agile “sprints” project management methodology

  • Positive attitude with an appetite for learning, tenacious in overcoming obstacles as well as for seeking, embracing, and applying feedback

  • Demonstrated ability to identify problems, locate root cause, escalating with solutions in hand

  • Experience collaborating, consulting and building relationships with solution requestors (Business Units) and ultimately creating results for our advisors and their clients.

  • Demonstrated ability to identify tactical and strategic solutions evidencing the ability to value progress over perfection and considering the big picture.

Pay Range:

$85,200.00 - $142,000.00

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.

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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.