Sr. Analyst, Data Science at LPL Financial Holdings in Charlotte, NC

Sr. Analyst, Data Science Location: Fort Mill/Charlotte 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. Job Overview We are seeking a curious and analytically rigorous Senior Analyst, Data Science to uncover key insights that drive strategic decisions and product development for Growth Strategy & Enablement (GS&E). This role is ideal for a data scientist who is equally comfortable writing code, building models, and communicating findings to non-technical stakeholders. You’ll be part of the growing GS&E Data Science team. You’ll closely collaborate with the team and other key business partners to frame analytical problems, design and execute analyses, and translate results into actionable recommendations. This is a high-impact, hands-on role for someone who wants to apply classical data science methods—machine learning, statistics, and causal inference—in a fast-moving, mission-driven environment. Key Responsibilities Insight Generation & Analysis Design and execute end-to-end analyses that surface meaningful business insights, from data extraction and cleaning through modeling and interpretation. Apply statistical methods—including hypothesis testing, regression, and causal inference—to answer business questions with rigor and clarity. Translate complex analytical outputs into clear narratives and visualizations for business stakeholders and senior leadership. Machine Learning & Modeling Build, validate, and deploy supervised and unsupervised machine learning models to support segmentation, prediction, and optimization use cases. Evaluate model performance using appropriate metrics and communicate trade-offs and assumptions to both technical and non-technical audiences. Stay current on advances in applied ML and bring emerging methods to bear on relevant business problems. Causal Inference & Experimentation Design and analyze A/B tests and observational studies to identify causal relationships and measure the impact of business initiatives. Apply quasi-experimental methods when randomized experiments are not feasible. Partner with business teams to build a culture of evidence-based decision-making. Data & Collaboration Work closely with data engineers, product managers, and business stakeholders to access, understand, and leverage data assets across the enterprise. Document analytical workflows, assumptions, code and findings to ensure reproducibility and knowledge sharing across the team. Contribute to building a scalable data science practice by identifying opportunities to improve tools, processes, and methodologies. 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 2–4 years of experience in a data science, quantitative analysis, or applied research role in a business setting. Proficiency in Python for data manipulation, statistical analysis, and machine learning, that goes beyond Jupyter notebooks; strives for clean, Git version-controlled code. Solid grounding in statistics, probability, and machine learning fundamentals. Hands-on experience with causal inference methods and experimental design. Experience working with large-scale data in SQL & Snowflake; comfortable building and maintaining clean, reproducible data pipelines as needed to support modeling and analysis work. Data visualization skills and ability to communicate findings clearly to non-technical stakeholders; note this role will not be focused on developing dashboards. Financial services experience is a plus but not required. Bachelor’s degree in Statistics, Mathematics, Computer Science, Economics, or a related quantitative field required; Master’s degree preferred. #LI-PA Pay Range: $85,902.00 - $143,170.00 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! 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 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! 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. EAC12.9.25 Additional Locations: Austin TX, Tempe