Top Tech Jobs & Startup Jobs in Charlotte, NC

Provide advisors with product and platform guidance across LPL advisory solutions; consult on client scenarios, recommend investment products, collaborate with stakeholders, mentor peers, and help grow advisor practices.

Provide inbound phone and email financial planning support to advisors: research complex planning questions, deliver clear guidance, connect advisors to partners, and refer to LPL planning resources. Potential to help develop educational content and strategy for unique client cases.

Senior analytical leader managing supervisory AI models across their lifecycle, ensuring governance, validation, change management, audit readiness, performance reporting, and pipeline prioritization. Leads and mentors model managers, collaborates with compliance, technology, and operations, and translates technical model concepts for executive and supervisory stakeholders.

Design, implement, and maintain automated test frameworks and test suites for web, API, and enterprise applications. Create and execute test plans for functional and non-functional requirements, integrate automated tests into CI/CD pipelines, perform API and database validation, and run performance and security testing. Collaborate with engineers and stakeholders, track and validate defects, participate in design/code reviews, monitor quality metrics, and mentor junior quality engineers to improve engineering quality practices.

Provide virtual repapering support for advisors moving their book of business to LPL: create new account, ACAT, and move-money paperwork; open accounts and handle cash management and transfers; track progress and NIGO items in Smartsheet; communicate with advisors and transition partners.

Lead development and execution of LPL's Premium Affiliation strategy, leveraging market analysis and data to define value proposition, drive cross-functional initiatives, enhance advisor experience, and support advisor acquisition, engagement, and retention. Coordinate stakeholders, manage project plans, and present strategic recommendations to senior leadership.

Review and approve advisor marketing and public communications, evaluate Outside Business Activity and private securities transaction requests, consult with advisors on compliance, research policy violations, assist with regulatory responses and branch exams, and contribute to policy and training initiatives.

Design and build scalable AI knowledge and retrieval infrastructure (search, vector stores, RAG) including streaming/batch ingestion, indexing, low-latency APIs, LLM integration, observability, and platform services. Lead architecture, mentor engineers, and partner with AI, data, and product teams to enable enterprise AI assistants, copilots, and agent-based systems.

The Premier Operations Specialist supports financial advisors by managing account inquiries, streamlining documentation, and enhancing client relationships while ensuring compliance with regulations.

Lead multiple engineering teams to deliver advisor-facing digital platforms and enterprise integrations. Drive cloud and hybrid-cloud architecture, API strategy, DevSecOps, CI/CD, and engineering best practices while partnering with Product, Security, and Business stakeholders to modernize platforms, ensure reliability, and develop technical talent.