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San Diego, California, United States
Onsite
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.
Are you curious, analytical, and driven to improve how work gets done? Join LPL Financial’s Business Strategy & Growth (S&G) team, where data and insights power decision-making at every level. As an Analyst, Data Analytics, you will play a key role in building and enhancing reporting, analytics, and tools that support business development and operational performance.
This role is ideal for someone who enjoys solving business problems with data and simplifying complex processes. You’ll build core capabilities in data analysis, reporting, and visualization while developing the ability to communicate insights clearly to a range of stakeholders. You’ll also collaborate cross-functionally, contribute to process improvements, and help make data more accessible and actionable across a dynamic, evolving business environment.
Own and Enhance Reporting
Develop and maintain core reporting assets, including dashboards, scorecards, and performance metrics
Partner with stakeholders to translate business needs into actionable reporting and insights
Deliver Data-Driven Insights
Analyze data to identify trends, gaps, and opportunities across business development activities
Present insights clearly to support decision-making at multiple levels of the organization
Manage and Optimize Data Sources
Extract and validate data from systems such as Salesforce and internal platforms
Ensure data accuracy, consistency, and appropriate usage across use cases (e.g., campaigns, performance tracking)
Drive Process Improvement & Automation
Evaluate existing reporting and workflows to identify opportunities for efficiency gains
Design and implement automated solutions to improve data collection, reporting, and scalability
Advance Analytical Capabilities
Apply analytical techniques to solve business problems
Contribute to the team’s evolving use of data, tools, and best practices
Please note: Additional responsibilities may be assigned as needed.
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.
Bachelor’s degree in Business, Finance, Computer Science, Information Systems, or a related field
2+ years of experience in data analytics, business intelligence, or a related field, supporting sales, finance, or operations
2+ years of experience with Tableau (data visualization tool)
2+ years of experience with Alteryx (data preparation tool)
2+ years of experience in Excel / Microsoft 365 skills (e.g., pivot tables, lookups, data validation, formatting; PowerPoint for presentations; Outlook for communication and coordination)
Strong analytical mindset with the ability to translate data into actionable insights
Effective communicator who can present complex information clearly and concisely
Highly organized with the ability to manage multiple priorities simultaneously
Naturally curious with a focus on continuous improvement and innovation
Experience working with relational databases (e.g., SQL, Snowflake) for data extraction and analysis is a plus
Experience building workflows, dashboards, and automation solutions, as well as driving process improvement initiatives, is preferred
Pay Range:
$35.85-$59.72/hourCompany 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 (855) 575-6947.
EAC 5.19.26