Senior Analyst, Data Analytics

LPL Financial; San Diego (CA); On-site; USD 92,000 - 153,000; Full time

Job summary

LPL Financial is seeking a Senior Analyst of Data Strategy within the Data Strategy team at Business Solutions. You will support strategic decisions through data analysis, build executive-ready insights, and drive data-driven recommendations using Excel, PowerPoint, and analytics tools.

The role requires strong business acumen, project management, and ability to communicate insights clearly. Familiarity with Alteryx/Tableau Prep is a plus, reporting to the VP of Data Strategy.

Qualifications

• Bachelor’s degree in business administration, Business Analytics, Data Analytics, Finance, Accounting, Economics, Mathematics, or related discipline
• Minimum of 4 years in finance, business strategy, data analytics, management consulting, or similar experience
• Advanced Excel skills: complex modeling, sensitivity analyses, and large data sets
• Strong PowerPoint skills: structure narratives, visualize data, and communicate findings to senior leadership
• Strong project management skills and ability to lead cross-functional initiatives
• Experience presenting to senior executives to drive understanding of key business drivers

Responsibilities

• Supply/Demand management of Business Lines with cross-functional teams
• Metric reporting: monthly performance, operating and customer satisfaction metrics
• Data Analysis: segmentation, visualization, KPIs monitoring across LPL
• Project Management: pricing analysis, NPS analysis, cross-functional projects
• Storytelling: executive-level presentations and business cases

Skills

Advanced Excel

PowerPoint

Project management

Communication

Stakeholder management

Education

Bachelor’s degree in business/analytics or related field

Tools

Alteryx

Tableau Prep

Snowflake

SQL

Job description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Data Strategy team at BSI is seeking a well-rounded Senior Analyst of Data Strategy to support strategic business decisions through data analysis and business intelligence. This is a highly visible role that collaborates with senior leaders at BSI and other key internal stakeholders. The ideal candidate combines strong business acumen with analytical thinking, project management skills, and the ability to communicate insights clearly and effectively.

This individual will support high-impact strategic initiatives, conduct complex analyses, and drive data-driven decisions. The ideal candidate is comfortable working across teams, can independently structure ambiguous problems, and is a strong storyteller through PowerPoint and Excel analysis. Familiarity with tools such as Alteryx or Tableau Prep is a plus.

The Data Strategy team, located within Business Solutions, plays a crucial role in analyzing and reporting on business performance and key performance indicators (KPIs). The team collaborates with various business units to support data-driven decision-making. Their work includes performance and operations analysis, the design of various business metrics, and forward trend analysis.

The Senior Analyst of Data Strategy will report to the Vice President of Data Strategy.

Responsibilities:

• Supply/Demand management of Business Lines: Support monthly dialogues with Delivery, Sales, Product, Finance, and other teams to review operational needs and discuss hiring plans
• Metric reporting: Assist monthly process to calculate and report on performance, operating, and customer satisfaction metrics, analyze trends and patterns to identify business opportunities and risks
• Data Analysis: Leverage data to create insights and analyses to solve complex business problems for stakeholders across LPL, including but not limited to segmentation, data visualization, and KPIs monitoring
• Project Management: Facilitate annual pricing analysis, quarterly NPS analysis, and other cross-functional projects
• Storytelling: Develop executive-level presentations and business cases to communicate insights and recommendations
• Large scale strategy: Facilitate the development of scalable frameworks for pricing, segmentation, and growth strategies
• Ad hoc analysis, modeling, and additional responsibilities as required

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:

• Bachelor’s degree in business administration, Business Analytics, Data Analytics, Finance, Accounting, Economics, Mathematics, or related discipline
• Minimum of 4 years in finance, business strategy, data analytics, management consulting, or similar experience
• Advanced Excel skills: able to perform complex modeling, sensitivity analyses, and manipulate large data sets
• Strong PowerPoint skills: able to structure narratives, visualize data, and communicate findings to senior leadership
• Strong project management skills and demonstrated ability to facilitate cross-functional initiatives across a range of stakeholders
• Experience in succinctly presenting complex materials to senior executives to drive understanding of key business drivers and expectations for future performance

Core Competencies:

• Adaptability: Demonstrate agility in a fast-paced environment, quickly adapting to changing business needs and priorities
• Business Acumen: Good understanding of business models, drivers of growth, and how data impacts decision making
• Strategic Thinking: Can connect the dots across data, trends, and business priorities to shape impactful strategies
• Communication: Strong business communication skills to collaborate with both business and technical stakeholders and present insights clearly
• Independence: Proven ability to work independently, prioritize effectively, and deliver on multiple high-impact initiatives
• Intellectual Curiosity: Eagerness to learn; ask thoughtful questions and challenge assumptions to uncover deeper insights

Preferences:

• Fundamental understanding of data analytics tools and their functions, such as Alteryx, Tableau Prep, Snowflake, SQL

Pay Range:

Pay Range:
$91,700-$152,900/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.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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!

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 [phone].