What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview:
We are seeking a highly skilled Individual Contributor (IC) to design and implement agentic AI solutions on the LPL Data Experience (LDX) platform. This role is ideal for a self-driven engineer who thrives in a fast-paced environment, learns quickly, and delivers innovative solutions with minimal guidance.
You will build AI-first, agentic frameworks that automate data governance, exception tracking, reconciliation processes, and lifecycle management across multiple domains. These solutions will integrate seamlessly into LDX, enabling users to review exceptions, configure rules, and visualize reconciliation results through intuitive UI components.
This is a hands-on development role—you will own the design, coding, deployment, and optimization of AI-driven workflows on AWS, leveraging modern orchestration frameworks, LLM-based intelligence, and ML engineering practices integrated into the SDLC.
Responsibilities:
Embed AI-first and ML engineering principles into SDLC, ensuring intelligent automation and predictive capabilities are considered from design through deployment.
Design and develop agentic AI solutions for:
Data governance tracking and compliance monitoring.
Exception detection and resolution across multiple data domains.
Reconciliation frameworks using rule-based and AI-driven logic.
Lifecycle management workflows for investor and operational domains.
Build intelligent agents that apply rules or adaptive intelligence to automate exception handling and reconciliation.
Develop APIs and microservices using Python (FastAPI) and .NET Core for agentic workflows.
Integrate AI workflows with LDX UI components built in Angular for user review and configuration.
Implement event-driven architectures using AWS EventBridge, Lambda, and Step Functions for real-time orchestration.
Deploy and manage LLMs (Claude, GPT, Amazon Titan) via AWS Bedrock and integrate RAG pipelines using LangChain or Haystack.
Build knowledge bases and embedding models for contextual reasoning using vector databases (Pinecone, OpenSearch).
Apply memory management techniques for multi-agent orchestration (short-term and long-term memory persistence).
Ensure observability and reliability using AWS CloudWatch, X-Ray, and Dynatrace.
Implement security best practices (IAM, KMS, encryption) and compliance frameworks (SOC2, GDPR).
Build automation frameworks using UiPath or RPA tools to complement AI-driven workflows.
Optimize for performance, scalability, and cost efficiency in AWS deployments.
Stay current with emerging AI orchestration frameworks, LLM technologies, and cloud-native patterns.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement
Requirements:
5+ years of experience in software development with a strong focus on AI/ML integration and intelligent automation.
Hands-on experience building agentic AI solutions and multi-agent orchestration workflows.
Proficiency in:
Backend: Python (FastAPI), .NET Core.
Frontend: Angular for UI integration.
Experience with AWS Agent core, AWS Bedrock, SageMaker, Lambda, Fargate, Step Functions, EventBridge, Glue, S3.
Strong understanding of ML engineering practices, including model lifecycle management and AI-first SDLC integration.
Preferences:
Familiarity with LLMs (Claude, GPT, Titan) and RAG pipelines using LangChain, Haystack, and vector databases.
Strong understanding of data governance principles, lifecycle management, and compliance frameworks.
Experience implementing security best practices for AI workflows.
Hands-on experience with Infrastructure as Code (Terraform) and CI/CD pipelines.
Familiarity with observability tools (CloudWatch, Dynatrace, X-Ray).
Experience leveraging AI-powered developer tools (Cursor, GitHub Copilot).
Experience building automation frameworks using UiPath or RPA tools (nice to have).
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Pay Range:
$133,575-$222,625/yearCompany 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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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