Sr Analyst, Data Analytics

LPL Financial LLC; Fort Mill (SC); On-site; USD 86,000 - 143,000; Full time

Job summary

LPL Financial LLC is actively hiring a Senior Analyst, Analytics in the Client Experience organization in Fort Mill, SC. You will lead firm-wide analytics and reporting to deliver actionable insights to senior leadership.

You will combine client experience data with operational, usage, and financial data to drive improvements, build dashboards, and translate findings into clear recommendations for cross-functional teams.

Qualifications

• 3+ years of experience in analytics, business intelligence, or customer experience analytics.
• SQL skills with the ability to analyze and combine data from multiple sources.
• Experience building dashboards (Tableau preferred).
• Working knowledge of financial services and/or customer experience programs.
• Ability to independently drive projects, communicate insights, and influence business decisions.
• Experience with Snowflake, Salesforce, Medallia, or similar data and feedback platforms is preferred.
• Ability to synthesize complex data into executive-ready presentations.

Responsibilities

• Combine client experience data with operational, usage, and financial data to fuel positive changes.
• Analyze client and advisor feedback alongside operational and business performance data to identify improvement opportunities.
• Become a key analytics partner for the Feedback Connect platform and Voice of Customer programs.
• Build dashboards and reporting to monitor client experience performance and emerging issues.
• Use SQL and analytical tools to uncover trends, root causes, and insights.
• Translate complex data into clear stories and recommendations for senior leadership.
• Partner with multiple business units to drive customer-experience initiatives and improvements.
• Support expansion and adoption of customer feedback programs and Net Promoter System practices.
• Influence cross-functional roadmaps by providing evidence-based recommendations.
• Drive continuous improvement initiatives using data and measurable outcomes.

Skills

SQL

Dashboard creation

Analytical thinking

Executive communication

Tools

Tableau

Snowflake

Salesforce

Medallia

Job description

Where Ambition Meets InnovationBuild 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:We are currently looking to hire an Sr. Analyst, Analytics within LPL’s Client Experience organization. This person will be responsible for leading key aspects of firm-wide analysis & reporting in order to deliver actionable insights about LPL’s clients to senior and executive leadership.Responsibilities will include:Combine client experience data with operational, usage, and financial data to fuel positive changes in support of LPL’s mission.Analyze client and advisor feedback alongside operational and business performance data to identify improvement opportunities.Become a key analytics partner for LPL's new Feedback Connect platform and related Voice of Customer programs.Build dashboards and reporting that help leaders monitor client experience performance and emerging issues.Use SQL and analytical tools to uncover trends, root causes, and actionable insights.Translate complex data into clear stories and recommendations for senior leadership.Partner with multiple business units to drive customer-experience initiatives and operational improvements.Support the expansion and adoption of customer feedback programs, advisor communities, and Net Promoter System best practices.Influence cross-functional roadmaps by providing evidence-based recommendations.Drive continuous improvement initiatives using data and measurable outcomes.Required3+ years of experience in analytics, business intelligence, or customer experience analytics.SQL skills with the ability to analyze and combine data from multiple sources.Experience building dashboards (Tableau preferred).Working knowledge of financial services and/or customer experience programs.Ability to independently drive projects, communicate insights, and influence business decisions.PreferredExperience with Snowflake, Salesforce, Medallia, or similar data and feedback management platforms.Ability to synthesize complex data into compelling visual storytelling and executive-ready presentations.Medallia certificationExecutive communication skills and experience presenting recommendations to senior leaders.Background in mathematics, statistics, data science, or applied analytics.Pay Range:$85,902.00 - $143,170.00Actual 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 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 [phone].EAC 5.19.26