Lead with Purpose, Unlock Your Team’s Passion
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.
As our analytics footprint rapidly expands, this role offers the opportunity to shape enterprise-wide reporting strategy, build cutting-edge BI solutions, and leverage modern AI capabilities. You will lead transformative initiatives that elevate insight delivery, power strategic decision-making, and advance our analytics maturity across the organization.
Job OverviewThe AVP, Data Analytics & Reporting serves as the enterprise lead architect and developer for advanced Power BI reporting solutions. This role is responsible for designing, developing, and maintaining complex dashboards powered by live, multi‑system data sources. The AVP will serve as the resident expert in Power BI, Python, DAX, and modern data-integration tools while guiding junior analysts and ensuring scalable, high‑quality analytics delivery.
Responsibilities
Power BI Ownership
Serve as the primary developer and technical owner for all advanced Power BI dashboards.
Build complex data models leveraging DAX, Python integration, and query optimization.
Establish standards for BI development, governance, versioning, and deployment.
Drive innovation in visualization design, predictive modeling, and reporting automation.
Data Engineering & Integration
Connect, transform, and manage live multi‑system data sources including APIs, Jira connectors, SharePoint lists, SQL databases, and additional platforms.
Leverage modern AI tools to enhance dashboard functionality, automate data preparation, and advance reporting maturity.
Create pipelines and automated refresh strategies for high‑availability reporting.
Troubleshoot and resolve dataset performance, gateway, and connectivity issues.
Technical Leadership
Mentor junior analysts in Power BI, Python, and data modeling best practices.
Stay current on advancements in AI/ML features within Power BI, Microsoft Fabric, Copilot, and related ecosystems.
Partner with stakeholders to refine requirements, validate data quality, and deliver impactful insights.
Provide escalation support for SharePoint, Jira‑to‑SharePoint integrations, and cross‑platform data ingestion.
Proactively identify blockers and develop creative, technically sound alternate solutions.
Analytics & Innovation
Utilize Python and tools such as Anaconda to support advanced analytics, cleansing, and custom transformations.
Drive innovation in visualization design, predictive modeling, and reporting automation.
Partner with business teams to refine requirements and improve insights delivery.
Collaboration & Governance
Collaborate closely with Technology, Product, and Business partners to ensure high‑quality, timely data.
Maintain clear documentation for all models, pipelines, and integrations.
Uphold data governance, security, and compliance standards.
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
Minimum of 7 years of experience in BI development, data analytics, or similar technical analytics roles.
Expert-level proficiency in Power BI, including DAX, Power Query, advanced modeling, and enterprise deployment.
Demonstrated experience integrating live data sources including APIs, SQL, SharePoint, and Jira.
Hands-on experience with Python skills for analytics, automation, and data transformation.
Preferences
Proven ability to lead technical problem‑solving and mentor junior analysts.
Experience with Microsoft Fabric or similar cloud analytics platforms.
Familiarity with AI‑augmented analytics and Copilot capabilities.
Background in enterprise‑scale data governance and documentation practices.
Pay Range:
$112,399-$187,331/yearActual 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.
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Top Skills
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
