Digital Innovation Engineer II

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:

LPL Home Office Technologies is responsible for the support, engineering, and strategy for the desktop and corporate applications that our internal employees use to better serve our Advisors and Investors.  Simply put, our goal is to provide a modern computing environment that is reliable, simple to use, and flexible to individual workstyles.

The Digital Innovation Engineer II helps to enhance our internal AI chatbot. Serving as the liaison between various technology teams and the backend of the chatbot, the focus of this role is on improving chatbot performance through data analysis and continuous refinement of its capabilities.

Responsibilities:

• User Experience: User-Centric Mindset

• Focuses on understanding user needs and behaviors to enhance the chatbot’s responsiveness and relevance.

• Achieves success by enhancing the user’s conversational experience to create more effective and relatable interactions.

• Chatbot Optimization + Maintenance:

• Regularly monitors chatbot performance, identifying information gaps, and updates/enhances knowledge databases.

• Feedback/Collaboration: Collaborate with others within and outside of Technology

• Actively partners with other groups to receive feedback and analyze data based on personas.

• Collaborates with team members and articulates ideas clearly.

• Innovation: Create new and innovative ways to improve digital experiences

• Implement new and creative ways to improve conversational workflows to promote user empowerment.

• Stay updated on best practices and emerging trends in AI chatbot technology.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 2+ years of experience with Moveworks, Power Automate, or other AI/chatbot platforms and workflows

• 2 years of experience using analytics or monitoring tools to track performance metrics like PowerBi, Tableau, or others

• Experience working in a team-oriented, collaborative environment.

• Proficiency in documenting processes, changes, and issues clearly and concisely

• Self-motivated and goal driven, with the ability to multitask and to effectively prioritize and execute tasks

Preferences:

• Problem-solving skills to identify and target specific issues and suggest improvements

• Ability to accurately input and review data to ensure quality and consistency

• Analytic and quantitative thinkers

• Ability to comprehend user feedback and interaction data

#LI-Hybrid

 

Pay Range:

$36.09-$60.16/hour
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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