Product Analyst, Retirement Data Insights and Governance (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $69,731–$116,184 per year

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Define and enhance the retirement data strategy, including data models, architecture inputs, and foundational datasets.
• Partner with Technology and Data Engineering to build scalable, high-quality data pipelines across retirement products and platforms.
• Design end-to-end tracking for contributions, rollovers, distributions, conversions, asset movement, and lifecycle metrics.
• Build participant-level data aggregation, segmentation, reporting, and insights supporting engagement, financial wellness, advice delivery, and targeted outreach.
• Deliver standardized dashboards, reporting, analysis, and executive presentations aligned with business KPIs.
• Establish data governance, ownership, documentation, quality controls, issue resolution processes, and regulatory alignment with Product Risk, Legal, and Compliance.

Requirements

• Bachelor’s degree and 5–7+ years of relevant experience in data, product analytics, or platform roles.
• Experience with retirement products, recordkeepers, or financial services platforms.
• Understanding of retirement data structures, including plans, participants, contributions, and rollovers.
• Experience with data analysis, reporting, and visualization tools such as SQL, Tableau, and Power BI.
• Ability to translate business requirements into data solutions and work across technical and non-technical audiences.
• Experience working in a cross-functional, matrixed environment with strong analytical, communication, and financial acumen.

Nice to have

• Experience building or managing data governance frameworks and data quality programs.
• Familiarity with participant-level analytics and financial wellness use cases.
• Knowledge of ERISA, DOL regulations, and retirement reporting requirements.
• Experience with large-scale data environments, data lakes, or warehouses.
• Exposure to rollover tracking, asset movement analytics, and lifecycle reporting.

Culture & Benefits

• Collaborative, team-oriented environment focused on continuous improvement and client outcomes.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to work across Technology, Operations, Finance, Risk, Legal, Compliance, and business teams.

Hiring process

• Applicants should communicate with LPL only through an @lplfinancial.com email address.
• LPL does not conduct interviews online or in chatroom forums and does not request payment or bank or credit card information during interviews.