Jobs at LPL Financial

Lead infrastructure engineering teams and strategy for scalable, resilient, secure enterprise systems. Responsibilities include infrastructure design and maintenance, AWS and hybrid cloud adoption, automation, vendor and procurement management, budgeting, standards enforcement, cross-functional collaboration, cybersecurity, disaster recovery, and business continuity. The role provides technical leadership, mentorship, and oversight of infrastructure performance, reliability, and operational efficiency.

Lead the engineering operations, strategy, support, and modernization of Kafka and Swagger Hub middleware platforms across on-premises and cloud environments. Manage platform reliability, upgrades, automation, monitoring, DevSecOps, infrastructure-as-code, incident resolution, and application onboarding. Build and lead distributed engineering and 24x7 support teams while managing budgets, vendors, contracts, roadmaps, and operational metrics. Drive cloud consolidation, self-service capabilities, continuous improvement, and cross-functional alignment.

Owns the Personalization and Business Configurator product, including user research, roadmap development, feature prioritization, backlog management, release planning, metrics analysis, and Agile delivery. Partners with cross-functional teams and Product Management to define strategy, facilitate requirements, mitigate impediments, and maximize product value. The role requires strong collaboration, customer focus, analytical thinking, and experience in financial services or wealth management.

Lead strategy and execution for advisory platforms, including roadmaps, backlogs, Agile delivery, vendor management, and cross-functional technology partnerships. Own the development of tax overlay capabilities such as tax-loss harvesting, transition management, wash-sale handling, and tax-aware rebalancing. Define operating models, KPIs, advisor workflows, and enablement plans while coordinating with legal, risk, compliance, vendors, and executive stakeholders.

Leads advanced penetration testing for LLM, agentic AI, API, application, network, cloud, and infrastructure environments. Responsibilities include scoping and executing assessments, identifying vulnerabilities, bypassing security controls, developing AI-assisted testing tools, reporting findings, recommending mitigations, and validating remediation. The role partners with security architects and technology teams throughout the SDLC and communicates testing status and risks to leadership.

Manage the IAM product lifecycle, including strategy, roadmap, prioritization, backlog management, requirements, agile delivery, release planning, stakeholder alignment, adoption, and continuous improvement. Partner with engineering, cybersecurity, risk, operations, architecture, and business teams to deliver secure, scalable identity capabilities supporting advisors, employees, and clients.

Leads enterprise business development and consultative B2B sales to banks, credit unions, and trust organizations. Builds and closes a pipeline of complex opportunities, guides prospects through due diligence, coordinates internal stakeholders, tracks activity in Salesforce, analyzes market data, and develops solutions for wealth management partnerships. Requires extensive financial-services expertise, executive-level selling, strong presentation skills, and travel of approximately 25–50%.

Owns Wealth Management data products, including definitions, metadata, quality rules, governance, documentation, backlogs, roadmaps, and lifecycle activities. Partners with engineering, data stewards, business stakeholders, Risk, Compliance, and Legal to translate requirements into technical specifications, monitor data quality, manage defects, and support trusted operational, business, and regulatory data use cases. The role also applies AI tools and agents to automate workflows and improve data product efficiency.

Provides technical leadership for enterprise DevSecOps engineering, developing CI/CD strategies, cloud automation, deployment standards, infrastructure-as-code frameworks, and technology roadmaps. The role supports AWS and containerized environments, drives developer productivity and operational excellence, promotes secure DevOps practices, and collaborates with architecture, security, platform, quality, and cloud engineering teams.

Ensures the reliability, availability, and performance of enterprise observability platforms and supporting applications. Responsibilities include production support, incident response, root cause analysis, platform maintenance, health checks, release execution, CI/CD maturation, monitoring improvements, change management, and operational documentation. The role partners with SRE, Platform Engineering, DevOps, Operations, and global delivery teams to maintain platform stability and drive continuous improvement.

Manage and mature the enterprise vulnerability management program, including vulnerability scanning, remediation tracking, risk assessment, cloud security posture management, and security metrics. Partner with infrastructure, cloud, engineering, application, and vendor teams to mitigate vulnerabilities, improve processes, operate scanning platforms, and lead enterprise security initiatives.

Leads enterprise contact center demand forecasting, staffing models, and capacity planning across multi-skill, multi-channel operations. Partners with Operations, HR, and Finance to guide workforce strategy, hiring, budgets, service levels, and executive decisions. Develops long- and short-term forecasts, translates complex data into actionable insights, improves planning processes, and influences stakeholders through data-driven recommendations and change management.

Design, develop, and deploy production-grade AI and machine learning solutions, including generative AI, LLM, RAG, and agentic applications. Build cloud-native systems on AWS, APIs, microservices, and reusable AI platforms. Establish practices for model evaluation, monitoring, security, governance, and responsible AI. Partner with business and technical teams to identify use cases, provide architectural guidance, mentor engineers, evaluate emerging technologies, and drive enterprise AI adoption.

Design, build, and operate cloud-native data ingestion and transformation pipelines using AWS. Develop data validation and quality frameworks, optimize large-scale processing, implement Terraform-based infrastructure, CI/CD, monitoring, and observability, and support production incident response. Use AI coding assistants and generative AI services to automate engineering and operational workflows. Collaborate with product, architecture, vendor, and business teams while contributing to Agile delivery, governance, documentation, reliability, and disaster recovery initiatives.

Provides operational and client support for wealth advisors, including account openings, money movement, transfers, maintenance, notifications, distributions, and document processing. Handles client and advisor inquiries, resolves complex issues, prepares forms and reports, manages mail and team inboxes, and coordinates escalations. Builds client relationships, supports sensitive life-event transactions, refers clients for financial guidance, and trains department staff.

Architect, build, and support highly available enterprise edge infrastructure and security controls. The role includes threat hunting, mitigation, monitoring, DNS and load balancing, infrastructure automation, security standards, observability, technical documentation, technology evaluations, and cross-functional delivery. The engineer participates in an on-call rotation and helps shape the organization’s edge security strategy and roadmap.

Designs, implements, and maintains Windows Server and Microsoft Azure infrastructure for high availability, performance, resiliency, and security. Manages Active Directory, monitoring, patching, migrations, incident resolution, system templates, and deployment automation. Leads architecture using Infrastructure as Code, identifies technology risks, evaluates tools, supports governance and compliance, and collaborates on application roadmaps. The role also requires hybrid cloud integration, Azure security and identity management, technical documentation, and continuous infrastructure improvement.

Leads product strategy and platform modernization for LPL’s Wealth Advisors Group. Responsibilities include identifying market and client opportunities, defining roadmaps and business cases, driving advisor adoption, partnering with technology and business stakeholders, managing strategic initiatives, establishing success metrics, improving workflows through automation and AI, and communicating progress to senior leadership.

Supports organizational change initiatives by developing change management plans, conducting impact assessments, coordinating with stakeholders, creating communications, facilitating training, tracking adoption metrics, and maintaining documentation. The role helps employees and managers navigate changes involving processes, systems, or organizational structures while monitoring intervention effectiveness and identifying improvements.

Own the strategy, roadmap, user experience, adoption, and success metrics for Cyan, an AI-powered advisor workspace. Translate advisor needs and feedback into product priorities, integrate AI capabilities, manage backlogs and dependencies, and coordinate releases. Partner with Product, Engineering, Design, Operations, Advisor Success, and business stakeholders to improve advisor productivity, client outcomes, platform performance, and AI adoption.