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About the Role

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 to represent technology in large M&A integrations, fostering strong relationships and serving as the point of contact for conversion with partner institutions. You will collaborate with partner institutions and LPL domain/product teams to understand and document technology requirements, issues, and concerns, facilitating delivery. As a trusted technology partner, you will drive outcomes and provide transparency on execution and operational KPIs, documenting technology requirements and driving deal execution while seeking efficiencies.

Responsibilities

Be the primary technology point of contact for multiple partner institutions representing LPL.
Strengthen and nurture technology partnerships with partner institutions.
Present solutions proactively.
Serve as the conduit between partner institutions and LPL technology teams.
Engage the right teams in a timely manner.
Disseminate required information across teams.
Facilitate cross-domain and partner institution engagements.
Communicate schedules and drive delivery of capabilities.
Understand requirements and concerns, navigating them to the right product owners.
Escalate issues to domain stakeholders.
Drive commitments and resolutions from product owners and technology leadership.
Assist in initiative management through metrics establishment.
Promote a high degree of transparency on execution.
Develop a sound understanding of LPL technology ecosystems, including advisor and investor-facing products/platforms, data ecosystems, and integration mechanisms.
Develop a sound understanding of partner institution technologies and their integrations with LPL applications, data dependencies, and capability requirements.
Drive decision-making.
Demonstrate persistence in raising issues to the proper levels for attention.
Drive transparency at all levels surrounding program execution.

Requirements

10+ years of experience in technology, including leadership roles spanning development, program management, and delivery leadership, preferably within a financial service or related FinTech firm.
2+ years of experience handling projects related to data readiness, migration, API integrations, and post-delivery support.
Software engineering background with 3+ years of prior development experience.

Skills

Expert communication skills, both written and oral.
Ability to create/present executive presentations.
Serve as a recognized subject matter expert.
Expert consensus-builder who drives change across initiatives within and outside direct accountability.
Evaluate solutions to complex business challenges.
Ability to work in a cross-functional team and drive outcomes without direct authority.
Actively anticipate, identify, and manage risks.
Strong analytical skills.
Demonstrated ability to evaluate business opportunities and 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.
Deep understanding and working knowledge of Finance technology platforms.
Proven experience with advisor and investor-facing technologies and platforms.

Location

Hybrid

Work Type

Hybrid

Experience Level

10+ years of experience in technology
2+ years of experience in handling projects related to data readiness, migration, API integrations and post-delivery support
3+ years of prior development experience

Salary/Compensations

$112,064.00 - $186,842.00

Benefits

401K matching
health benefits
employee stock options
paid time off
volunteer time off

About the Company

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 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.
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.
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.
LPL Financial is the nation’s largest independent broker-dealer.
Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals.
Our core belief: financial guidance is a fundamental need for everyone.
LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities.
Each year, thousands of financial professionals successfully manage billions of dollars in assets.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

Equal Opportunity

Principals only.
EOE.