Jobs at LPL Financial

Lead quality engineering strategy across multiple agile product teams, establishing testing standards, automation frameworks, quality gates, metrics, and release governance. Drive UI, API, data, integration, performance, resiliency, and end-to-end testing for AWS cloud-native applications. Integrate quality into CI/CD and DevOps workflows, support production issue analysis, evaluate emerging tools including AI-assisted testing, and mentor Quality Engineers while influencing architecture and release decisions.

Leads the corporate travel and expense program, including SAP Concur administration, policy governance, compliance, audit readiness, vendor management, risk mitigation, cost optimization, and employee service. Oversees international expansion, traveler duty of care, financial integrations, reporting, process improvements, and complex issue resolution. Manages and develops travel program staff while partnering with Finance, Procurement, Compliance, HR, Security, IT, and Accounting.

Supports financial advisors and their clients by designing, analyzing, and presenting comprehensive financial plans. Builds advisor relationships, manages onboarding and ongoing service, collaborates on plan development, identifies referral opportunities, and maintains expertise in retirement, wealth, risk, and education planning. The role also requires knowledge of financial planning software, strong communication, organization, and multitasking skills.

Ensures the reliability, availability, performance, and operational stability of observability platforms and associated applications. Responsibilities include production support, incident response, root cause analysis, platform health reviews, release and change management, CI/CD enablement, monitoring improvements, automation, documentation, and operational readiness. The role partners with engineering, DevOps, operations, quality, and global delivery teams to reduce recurring incidents and maintain reliable production environments.

Leads the strategic vision, roadmap, and lifecycle of electronic communications compliance products and archival/supervision platforms. Prioritizes initiatives based on risk and business value, coordinates cross-functional delivery, monitors system health and KPIs, resolves platform issues, supports UAT and retention management, and drives modernization including AI capabilities. The role requires expertise in eComm compliance technologies, strong technical and analytical skills, and the ability to influence senior stakeholders without direct authority.

Configure and support Workday HR systems, analyze business requirements, develop reports, troubleshoot system issues, maintain data integrity, manage workflows and backlogs, document procedures, train users, and support HR systems projects. The role partners with internal and external stakeholders, monitors HRIS trends, and provides solutions across multiple Workday modules, with preferred experience in integrations and security.

Own and prioritize the money movement product backlog supporting ACH, wire, check, and real-time payments. Lead discovery, requirements gathering, journey mapping, dependency management, backlog refinement, sprint readiness, defect triage, and PI planning. Translate business needs into technical requirements, define end-to-end user journeys and acceptance criteria, and collaborate with product, engineering, and QA teams throughout agile delivery.

Designs and governs security architectures across cloud, on-premises, infrastructure, data, and M&A integrations. Partners with development, operations, business, and enterprise architecture teams to implement secure solutions, standards, controls, and monitoring. Advises on threats, vulnerabilities, detection, prevention, and response; develops security patterns involving data masking and tokenization; leads architecture reviews, advisory boards, and security requirements validation.

Leads product strategy, roadmap, prioritization, and delivery for LPL Financial’s money movement platform. Oversees multiple product squads supporting ACH, wire, check, and real-time payments. Partners with technology, operations, compliance, and business stakeholders to deliver scalable payment solutions. Responsibilities include PI planning, sprint execution, executive reporting, dependency management, backlog quality, risk mitigation, and defining product requirements and success criteria with engineering teams.

Lead design and development of high-volume, low-latency full-stack applications, collaborating with product and architecture teams. Drive microservices and API-first implementations on cloud (AWS), ensure SRE practices, define AI governance and best practices, coach and mentor engineers, document technical solutions, and facilitate communication across technical and non-technical stakeholders.

Manages enterprise Agile Release Trains and large-scale IT programs, coordinating project, technology, business, scrum, finance, and vendor teams. Oversees budgets, demand intake, risks, dependencies, governance, delivery standards, reporting, metrics, and escalations. Supports alignment with portfolio objectives, funding, capacity, and strategic outcomes while guiding project managers and scrum masters across Agile and Waterfall software development lifecycles.

Supports securities-backed lending and margin products for financial advisors. Serves as a product expert, resolves advisor and client issues, manages interest-rate discounts and policy exceptions, supports client meetings, coordinates loan transitions, and recommends process improvements. Requires strong knowledge of wealth management lending, cross-team problem solving, advisor support, communication, organization, and relationship-building skills.

Leads the enterprise Identity and Access Management organization, strategy, governance, engineering, operations, resilience, and compliance programs. Oversees identity governance, privileged access, authentication, directory services, platform modernization, production support, and Zero Trust initiatives. Partners with technology, risk, compliance, audit, and business leaders while managing a large geographically dispersed organization, budgets, vendors, succession planning, and strategic investments.

Leads Complex Product Supervision staff overseeing alternative investments, structured products, non-traditional ETPs, offshore products, and cryptocurrency-related products. Manages hiring, coaching, service levels, escalations, regulatory interpretation, risk analysis, policy and control development, and special projects. Partners with Legal, Operations, Service Center, and Governance, Risk, and Compliance teams while communicating with senior management and ensuring regulatory requirements are effectively implemented.

Supports strategic initiatives through planning, reporting, governance, KPI analysis, capacity tracking, stakeholder coordination, and process improvement. Maintains operational documentation, project artifacts, dependency trackers, and audit readiness materials while improving execution consistency and organizational transparency. Partners with cross-functional teams to identify risks, incorporate feedback, enhance workflows, and develop scalable enablement practices across the organization.

Provides consultative support to financial advisors, driving adoption of LPL’s fee-based advisory platforms and related marketing initiatives. Educates advisors on platform features, pricing, competitive positioning, research, tools, and technology. Serves as a subject matter expert, supports individual case design and point-of-sale activities, conducts practice analysis, and manages primarily proactive outreach within LPL’s Independent Advisor Network.

Leads enterprise Data Intelligence strategy and operating model across data, analytics, AI, and distribution organizations. Oversees the intelligence marketplace, semantic and contextual services, governed APIs, MCP access, data lifecycle, governance standards, roadmaps, adoption metrics, and executive decision-making. Partners with architecture, security, risk, governance, and engineering leaders to deliver trusted, reusable enterprise data capabilities that support analytics, applications, digital products, and AI experiences.

Leads end-to-end technical delivery coordination for Cyan, LPL Financial’s advisor AI experience. Owns the multi-year technical roadmap, aligns product, engineering, data, platform, security, risk, governance, and business teams, and manages dependencies, milestones, release plans, and executive reporting. Coordinates pilot, launch, and production readiness while establishing scalable governance, operational controls, decision frameworks, and accountability across complex organizational workstreams.

Coordinate operational readiness for product launches, technology releases, regulatory initiatives, business events, and process changes. Assess operational risks, dependencies, training and communication needs; develop readiness plans, dashboards, executive updates, and frontline materials. Analyze contact-center data, routing impacts, queue performance, and service demand to recommend mitigations. Partner cross-functionally on routing optimization, monitor post-launch performance, and drive continuous improvement.

Leads growth strategy and execution initiatives, identifying market opportunities, developing go-to-market strategies, analyzing data, and tracking results. Partners cross-functionally with leaders and financial advisors to uncover insights, prioritize initiatives, support product-market fit, and drive organizational change. The role also manages business operations, communications, presentations, continuity planning, process improvements, reporting, and team engagement activities.