About the Role
Provide technical and strategic leadership across the ClientWorks advisor platform, driving the evolution of LPL’s integrated technology ecosystem. The Solution Architect partners with senior leaders to define and implement architectural strategies that enable secure, scalable, and efficient delivery of advisor and client-facing capabilities. This role requires hands-on expertise in cloud-native architecture, front-end and mobile frameworks, API design, data integration, and regulatory compliance, with a strong emphasis on user experience, operational resilience, and business value. The architect will lead or support initiatives spanning ClientWorks Essentials, Mobile, Compass, Householding, and Design System modernization, collaborating with cross-functional teams to deliver measurable impact. This individual must be comfortable working autonomously and collaboratively, mentoring others, and driving adoption of modern architecture practices across a hybrid enterprise environment.
Responsibilities
- Architect and evolve the ClientWorks platform, overseeing the design and delivery of foundational capabilities including account opening, client management, trading, reporting, and dashboard customization.
- Ensure seamless integration with advisor workflow and third-party solutions.
- Lead cross-domain initiatives, driving architectural alignment for ClientWorks Essentials, Mobile, Compass, Householding, and Design System efforts.
- Facilitate technical deep-dives, whiteboarding, and Candidate Architecture Designs reviews to resolve complex requirements and dependencies.
- Champion security and compliance, ensuring platform architecture meets regulatory standards for financial services.
- Partner with Security Engineering to implement robust authentication, authorization, and data protection mechanisms.
- Optimize cloud and hybrid infrastructure, architecting solutions for scalable, resilient, and cost-effective delivery.
- Address incident response, adaptive capacity, and performance optimization for high-volume API endpoints.
- Drive integration and automation, leading efforts to connect ClientWorks with platforms such as Salesforce and Wealthbox, enabling workflow automation and real-time insights.
- Mentor development teams in adopting modern architecture, DevSecOps, and design system practices.
- Foster a culture of continuous improvement, collaboration, and innovation.
- Partner with Product and Operations to define KPIs, track outcomes, and ensure architecture decisions drive advisor efficiency, scalability, and client experience.
Requirements
- 5+ years experience in cloud-native architecture (AWS, hybrid on-prem/cloud), API design, and data integration.
- 10+ years experience with front-end frameworks (React, Angular), mobile platforms, and design systems.
- 5+ years experience in CI/CD pipeline design, containerization, and Infrastructure as Code (Terraform, GitHub Actions).
- 5+ years experience/proven collaboration with Enterprise Architecture, Product, Security Engineering, and Infrastructure & Operations teams.
- Demonstrated ability to evangelize architecture practices and mentor cross-functional teams.
- 2+ years experience leading AI-driven initiatives or deploying AI capabilities in production is a plus.
- Familiarity with regulatory requirements for financial services.
Skills
- Cloud-native architecture
- AWS
- Hybrid on-prem/cloud
- API design
- Data integration
- Front-end frameworks
- React
- Angular
- Mobile platforms
- Design systems
- CI/CD pipeline design
- Containerization
- Infrastructure as Code
- Terraform
- GitHub Actions
- AI-driven initiatives
- AI capabilities
- Communication skills
- Strategic thinking
- Client-centric mindset
- Regulatory requirements for financial services
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 5+ years experience in cloud-native architecture
- 10+ years experience with front-end frameworks
- 5+ years experience in CI/CD pipeline design
- 5+ years experience/proven collaboration with Enterprise Architecture
- 2+ years experience leading AI-driven initiatives
Education Level
- Bachelor’s degree preferred, ideally in Computer Science, Information Systems, or Engineering.
- AWS Certified Solutions Architect – Professional preferred
- HashiCorp Certified: Terraform Associate
Salary/Compensations
- $155,942.00 - $259,869.00
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(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.
- 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 the LPL team and help us make a difference by turning life’s aspirations into financial realities.
Equal Opportunity
- Principals only.
- EEO
