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:
The M&A function within LPL Financial technology is responsible for planning, orchestration and execution enabling seamless integration of incoming Advisors, Investors and Home office users. We are looking for a passionate delivery-oriented leader who will represent technology in the large M&A integrations. This is an Individual contributor role where you will foster strong relationships and be the point of contact for conversion with the partner institution. You will work closely with the partner institutions and the LPL domain/product teams to understand/document the technology requirements, issues, concerns and facilitate the delivery. As a trusted technology partner, you will drive the outcomes and help provide transparency on the execution and operational KPIs. To start with, you will work closely with various teams representing technology, documenting technology requirements and driving the execution of these deals while looking for efficiencies.
Responsibilities:
Be the primary technology point of contact for multiple partner institutions representing LPL. This includes strengthening and nurturing technology partnership with the partner institution, presenting solutions proactively and being the conduit between the partner institution and LPL technology teams.
Engage the right teams in a timely manner, dissipate the required information across teams, facilitate cross domain and partner institution engagements, communicate schedules and drive delivery of the capabilities.
Understand requirements and concerns, navigate it to the right product owners, escalate issues to domain accountables and drive commitments and resolutions from product owners and domain accountables and drive commitments and resolutions from product owners and domain accountables.
Assist in the management of the initiatives through the establishment of metrics and promote high degree of transparency on execution.
Develop sound understanding of LPL technology ecosystems including advisor and investor facing products/platforms, data ecosystems and integration mechanisms.
Develop sound understanding of partner institution technologies and their integrations with LPL applications, data dependencies and capability requirements.
Drive decision-making and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution.
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:
12+ years of experience in technology leadership roles that span across development, program management and delivery leadership roles preferably within a financial service or related FinTech firm.
Demonstrate experience in handling projects related to data readiness, migration, API integrations and post-delivery support. Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges.
Experience with data center setup/decommissioning
Solid understanding of AWS infrastructure, Networking and operations and CRM tools
Client relationship management experience
Preferences:
Deep understanding and working knowledge of Finance technology platforms.
Proven experience on advisor and investor facing technologies and platforms.
Core Competencies:
Expert communication skills, both written and oral, with ability to create/present executive presentations and serve as one of the recognized subject matter experts on the team.
The ability to work in a cross-functional team and drive outcomes without having direct authority. Actively anticipates, identifies, and manages risks within position, scope and at the company.
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
Demonstrated experience delivering technology programs involving multiple teams.
Ability to build and foster enduring relationships with clients and cross functional teams.
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Pay Range:
$121,275-$202,125/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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