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Senior Analyst, Data Science
LPL Financial
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About this role
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 design and build models, analyses, and decision-support tools that drive transformation across the firm's home-office functions — Service, Operations, Supervision, Compliance, Legal, and Risk . This role sits on a small, high-leverage data science team within our Data Analytics & Reporting organization, chartered to deliver trusted, AI-enabled insights that drive measurable business outcomes for a Fortune 500 broker-dealer.
You'll closely collaborate with the team and 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, anomaly detection, and causal inference — to consequential problems in a regulated environment, where the quality of a model depends as much on understanding the business and regulatory context as it does on the math.
Roles & 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 the rigor and clarity expected in a regulated environment. • 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 supporting use cases such as risk tiering, surveillance and alert prioritization, anomaly detection, segmentation, and workload/cost-to-serve modeling. • Evaluate model performance using appropriate metrics and clearly communicate trade-offs, assumptions, and limitations 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, business stakeholders, and subject matter experts to access, understand, and leverage data assets across the enterprise. • Document analytical workflows, assumptions, code, and findings to ensure reproducibility, knowledge sharing, and audit readiness. • Contribute to building a scalable data science practice by identifying opportunities to improve tools, processes, and methodologies.
What we are looking for?
We are 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.
We are also looking for someone whose experience already maps closely to the kind of work this team does. The most impactful data scientists will already be fluent in the business and regulatory context of a broker-dealer — who understand how the firm's front- and back-office functions interact, how operational and supervisory workflows are structured, how regulatory obligations shape the way work is done, and how home-office professionals across functions like Service, Operations, Supervision, Compliance, Legal, and Risk actually use analytics in their day-to-day work. That kind of fluency is hard to acquire on the job and dramatically shortens the time to meaningful contribution. Candidates who bring it will find themselves working at the leading edge of the team's portfolio almost immediately.
Requirements: • 3+ years of experience in data science, quantitative analysis, or applied research role in a business setting. • Bachelor's degree in Statistics, Mathematics, Computer Science, Economics, Data Science, or a related quantitative field required • Experience with Python for data manipulation, statistical analysis, and machine learning that goes beyond Jupyter notebooks; strives for clean, Git version-controlled code. • 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.
Core Competencies: • Solid grounding in statistics, probability, and machine learning fundamentals. • Hands-on experience with causal inference methods and experimental design. • Exposure to anomaly detection techniques applied to surveillance, fraud, or risk problems. • 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 the ability to communicate findings clearly to non-technical stakeholders; note this role will not be focused on developing dashboards..
Preferences: • Direct experience as a data scientist or quantitative analyst inside a FINRA-registered broker-dealer, with hands-on work supporting one or more home-office functions such as Service, Operations, Supervision, Compliance, Lega
Salary insight
The midpoint of this range ($117k) is right around the median disclosed salary for Charlotte roles listed on ForgeApply ($119k across 236 jobs).
See full Data Scientist salary data for Charlotte →
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
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