Job Locations:
Fort Mill/Charlotte
San Diego

Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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 18,000 financial advisors, 800 institution-based investment programs and 450 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:

The People Analytics Senior Specialist will be central to our workforce analytics and insight strategy – to continue our journey from workforce reporting to acting as an insight consultancy; co-creating with our internal customers on the metrics-that-matter most for influencing desired outcomes. This role will help us to streamline and automate foundational reporting, architect and design new dashboards, and interact with internal customers for continuous improvement of our analytical efforts.


  • Creation of Dashboards – as per guidance from leadership and in alignment with the HRIS team, develop dashboards within Workday or related tools (centered on such topics as diversity and inclusion, talent retention, internal movement, etc.) that display data in ways to foster understanding and action

  • Continuously Improve Dashboards – insight needs will be evolving, this role will partner with key stakeholders and internal customers to progressively enhance dashboards in terms of the data and analytics provided and to improve the user-experience

  • Consult on Dashboard Insights & User Education – work directly with HR professionals to operationalize data – sharing key insights from the dashboards and teaching users how to best utilize different dashboard tools to better support their business and their talent strategies

  • Challenge our Ways of Working – stay current on Workday capabilities and types of analytics or visual representations and use this knowledge to encourage ways to better automate and display our analytical efforts

  • Manage Special Projects and Ad Hoc Requests – provide support as needed to data requests and custom needs as well as take on project roles related to workforce analytics


  • Experience in Human Resources, particularly related to workforce analytics

  • Workday HCM experience and capabilities (e.g., report writer, dashboards, metrics / scorecards)

  • Familiarity with Workday discovery boards, worksheets, and Prism (preferred)

  • Microsoft Office product suite (Excel, Word, PowerPoint), including a strong ability to visually convey information and insights through graphs, charts, and other means

Core Competencies:

  • Familiarity with design thinking concepts (preferred)

  • Effective verbal and written communication skills with comfort presenting to management

  • Ability to maintain confidentiality when working with confidential HR and proprietary data


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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 (800) 877-7210.