AVP, Technology Integration Lead

Job Overview

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 who will represent technology in the large M&A integrations.

Responsibilities

• Be the primary technology point of contact for multiple partner institutions representing LPL. This includes strengthening and nurturing technology partnership with the partner institution, presenting solutions proactively and being the conduit between the partner institution and LPL technology teams.
• Engage the right teams in a timely manner, dissipate the required information across teams, facilitate cross domain and partner institution engagements, communicate schedules and drive delivery of the capabilities.
• Understand requirements and concerns, navigate it to the right product owners, escalate issues to domain stakeholders and drive commitments and resolutions from product owners and technology leadership.
• Assist in the management of the initiatives through the establishment of metrics and promote a high degree of transparency on execution.
• Develop sound understanding of LPL technology ecosystems including advisor and investor facing products/platforms, data ecosystems and integration mechanisms.
• Develop sound understanding of partner institution technologies and their integrations with LPL applications, data dependencies and capability requirements.
• Drive decision-making and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution.

Requirements

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

Core Competencies

• Expert communication skills, both written and oral, with ability to create/present executive presentations and serve as one of the recognized subject matter experts on the team.
• Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges.
• The ability to work in a cross-functional team and drive outcomes without having direct authority. Actively anticipates, identifies, and manages risks within position, scope and at the company.
• Demonstrated experience delivering technology programs involving multiple teams.
• Ability to build and foster enduring relationships with clients and cross functional teams.

Priorities

• Deep understanding and working knowledge of Finance technology platforms.
• Proven experience on advisor and investor facing technologies and platforms.

Pay Range

$112,064.00 - $186,842.00

Company Overview

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. For further information about LPL, please visit www.lpl.com.