LPL Financial

Analyst

• Day-to-day support of vendor partnership team, key tasks and processes
• Responsible for interfacing directly with advisors about partnership programs, while maintaining a positive advisor and partner experience
• Support in the management of vendor relationships by serving as a point of contact, ensuring strong communication and alignment with partnership objectives
• Operationalize the new partnerships pipeline, track opportunities, maintain accurate records, complete necessary objectives, and support prioritization of strategic initiatives
• Coordinate onboarding for new partnerships, including documentation, process setup, and cross-functional collaboration to ensure a smooth integration
• Track, measure, and report financial and adoption metrics across all vendor partnerships
• Work closely with internal teams to promote collaboration and implement initiatives that drive deeper alignment with partnerships and business and product strategy
• Foster relationships with the emerging technology community, venture capital firms and innovative startups
• Stay up to date on industry trends to identify new partnership opportunities
• Act as a thought leader, contributing to strategic discussions with senior leadership

Analyst, Strategic Partners

• Lead rollout and scaling of tax-optimized direct indexing and overlay frameworks, aligning with LPL’s enterprise growth targets.
• Design and implement automated tools and proprietary trading platforms to enhance scalability and performance of overlay and direct indexing strategies.
• Develop and implement sophisticated tax-optimized multi asset UMA and direct indexing overlay trading capabilities that integrate multi-factor risk models with client-specific customizations, delivering scalable, tax-efficient, and highly personalized portfolio solutions.
• Oversee and manage daily tax efficient portfolio management workflows — account and sleeve-level optimization, trade review and trade execution, and tax sensitive account transition processes leveraging industry leading cloud-based infrastructure, database tools, and machine learning.
• Drive daily oversight using performance metrics suitable for complex, tax sensitive investment portfolios such as short-term/long-term net realized gains, tracking error at the account and sleeve level, and portfolio statistics to support advisor-facing teams that will mitigate escalations.
• Build high-impact advisor materials, facilitate training sessions, and present the value of tax overlay solutions to internal and external stakeholders.

Assistant Vice President – Portfolio Management, Tax Overlay

Data Analyst

• Own Business Requests and Projects – Owns the Vision, Roadmap, and ROI for the Supervision Data Analytics & Reporting Program.
• Unite business objectives, product strategies, and stakeholder needs into specific actionable strategies that enhance the efficiency and effectiveness of the Supervision Division.
• Develop positive relationships with business partners to understand their changing needs, manage expectations, deliver value-added solutions.
• Collaborate with stakeholders to verify both user story and acceptance criteria for solutions, platforms, reporting and analytics are both functional and sustainable.
• Mentor analysts on quality data sourcing, data models, documentation and Test Case Scenarios, perform Quality Assurance, and obtain Business Unit approval.

VP, Data Analytics

Financial Planning and Analysis

• Manage daily processing and service-oriented tasks
• Reconcile and analyze reports
• Responsible for daily quality control
• Communicate with internal and external parties
• Research and process service requests
• Support and contribute to projects and initiatives
• Participate in UAT

Associate Analyst, Alternative Investments

Operations

• Work with both production and non-production systems across cloud and on-prem environments
• Use software engineering principles to automate tasks, improve system reliability and scalability, and solve technical problems before they affect users
• Responsible for the infrastructure that supports key products, making sure it’s secure, resilient, and aligned with business needs
• Help build infrastructure using code, optimize cloud services, monitor system performance, or support platform engineering projects

New Grad 2026 – Technology, Infrastructure & Operations

Vice President

• Deliver highly scalable trading solutions to LPL’s Centrally Managed Advisory programs.
• Manage the trading function for these programs along with service and operational components.
• Develop and refresh strategies to improve quality and scalability of service.

SVP, Overlay Trading

• Own the end-to-end operational execution of corporate incentive, compensation-adjacent, rewards, and advisor Club programs, ensuring accuracy, timeliness, consistency, and scalability.
• Lead advisor Club qualification and selection processes, including eligibility determination, data validation, and final approval workflows.
• Manage day-to-day incentive operations, including incentive calculations, validation, payouts, and reconciliation activities.
• Ensure operational readiness for new program launches, enhancements, and annual plan changes.
• Coordinate execution of Club-related rewards, travel programs, and recognition events in partnership with Marketing, Events, Finance, and external vendors.
• Serve as the operational owner for incentive and Club-related issues, ensuring timely resolution and effective handoff to appropriate partners when needed.
• Establish and maintain governance frameworks for incentive, rewards, and Club programs, including controls, documentation, and audit readiness.
• Partner with Compliance, Legal, Risk, and Finance to ensure programs align with regulatory requirements, firm policies, and compensation governance standards.
• Act as the primary operational liaison across Wealth Management leadership, Sales, Finance, Technology, Marketing, Events, and external vendors.
• Oversee advisor-facing and internal communications related to incentive and Club programs, including qualification timelines, status notifications, awards, and program changes, ensuring clarity, accuracy, and compliance alignment.

AVP, Incentive and Reward Operations

• Provide Tier 2 support for laptops, desktops, mobile devices, printers, conference room technologies, and remote connectivity.
• Troubleshoot Windows, macOS, Microsoft Office, browsers, and LPL applications while meeting established SLAs.
• Configure, deploy, reimage, and decommission devices in alignment with corporate standards and security policies.
• Support remote and hybrid employees, including VPN connectivity, device setup, and mobility tools.
• Contribute to knowledge base development, ITIL processes, and continuous improvement of support operations.

Analyst II, Home Office Tech

Account Manager

• Serve as the vendor relationship manager for critical technology vendors supporting trading platforms, capital markets systems, and market‑operations environments.
• Lead vendor governance activities, including performance management, service reviews, and vendor‑driven innovation.
• Minimize value leakage and ensure the organization captures the full value of vendor investments.
• Act as a subject matter expert on contract structures, usage, commercial levers, and pricing models specific to market‑technology vendors.
• Partner with Procurement on benchmarking, pricing negotiations, and commercial strategy for large‑scale, multi‑service agreements.
• Lead technology’s engagement in RFI/RFP processes to ensure requirements reflect trading‑platform needs, regulatory obligations, and operational dependencies.
• Advise on emerging technologies, market‑structure shifts, regulatory impacts, and evolving vendor capabilities.
• Evaluate vendor offerings and industry trends across equities, fixed income, derivatives, FX, execution, OMS/EMS, and other trading‑technology domains.
• Monitor vendor performance, SLAs, operational stability, incident support, and delivery quality to ensure alignment with trading‑environment expectations.
• Identify, escalate, and mitigate operational, compliance, regulatory, cybersecurity, and third‑party risks.

VP, Technology Vendor Relationship Manager, Financial Markets – Trading Platforms

• Help create and support multi-year growth plan for our Independent employee channel
• Lead work surrounding our major change initiatives of model experience, profitability and growth
• Work with corporate finance department to help budget, measure and track offering financials / P&L
• Work with our key stakeholders across HR, corporate real estate and operations to build out the "employe platform" for our growing employee advisor population
• Build out various operations and procedures to support and scale the W-2 platform
• Evolve the succession planning roadmap for our Advisors who opt into the Liquidity and Succession model
• Continually work with partners to expand our addressable market inside and outside of LPL

AVP, W2 Business Line Strategy

• Define and execute the national strategy for branch administrative management across Linsco and L&S
• Serve as a senior advisor to Field Management leadership
• Lead, mentor, and develop AVPs and senior managers
• Drive continuous improvement initiatives based on advisor and partner feedback
• Serve as senior liaison between advisors and the enterprise

VP, Divisional Administrative Manager

Customer Success Manager

• Owning and coordinating multifaceted and escalated cases to completion for Strategic Wealth advisors and internal partners.
• Setting expectations regularly with advisors and business partners on status of requests and providing education on the process.
• Coordinating with technical analysts to produce custom reports and utilize reporting to provide consultation to business partners and Advisors regarding various commission related inquiries.
• Creating and presenting educational material on Client Compensation for business partners and Advisors.
• Operating as business representatives for process improvement projects, acquisitions, and high touch inquiries.
• Working with related business units to assist on conversions and educating advisors pre and post conversion.
• Project manage initiatives for process and product improvements within Client Compensation.
• Processing functions to include new advisor onboarding, compensation corrections, Strategic Wealth B2B fee processing, Query Batch and any ad hoc requests from internal partners.

Client Experience Manager

Software Engineer

• Participate in the full software development lifecycle, including design, implementation, testing, and deployment of high-quality web and backend applications.
• Build, configure, and maintain applications deployed on leading cloud platforms (e.g., AWS, Azure).
• Develop and maintain scalable, reliable, and secure backend services using modern programming languages (such as Python, .NET, Node.js, Typescript and others).
• Work on interactive web applications with responsive and accessible user interfaces using frameworks like React or Angular.
• Practice TDD and BDD methodologies to write clear, effective tests before and during development, ensuring software quality and reliability.
• Create and maintain automated test scripts, continuous integration and continuous deployment (CI/CD) pipelines, and monitoring solutions.
• Actively participate in agile ceremonies—such as daily standups, sprint planning, reviews, and retrospectives—working with product owners, designers, and other developers to deliver value iteratively.
• Write clear, concise documentation for code, APIs, and processes to support maintainability and knowledge sharing.
• Stay up to date on emerging technologies, frameworks, and best practices in software development and cloud computing.

Internship – Technology, Software Development

• Participate in the full software development lifecycle, including design, implementation, testing, and deployment of high-quality web and backend applications.
• Build, configure, and maintain applications deployed on leading cloud platforms (e.g., AWS, Azure).
• Develop and maintain scalable, reliable, and secure backend services using modern programming languages (such as Python, .NET, Node.js, Typescript and others).
• Work on interactive web applications with responsive and accessible user interfaces using frameworks like React or Angular.
• Practice TDD and BDD methodologies to write clear, effective tests before and during development, ensuring software quality and reliability.
• Create and maintain automated test scripts, continuous integration and continuous deployment (CI/CD) pipelines, and monitoring solutions.
• Actively participate in agile ceremonies—such as daily standups, sprint planning, reviews, and retrospectives—working with product owners, designers, and other developers to deliver value iteratively.
• Write clear, concise documentation for code, APIs, and processes to support maintainability and knowledge sharing.
• Stay up to date on emerging technologies, frameworks, and best practices in software development and cloud computing.
• Analyze, troubleshoot, and resolve application defects and system issues, bringing creative solutions to complex challenges.

New Grad 2026 – Technology, Software Development

Program Manager

• Collaborate with the design team to create user-centered designs
• Assist in conducting user research and usability testing with research partners
• Develop wireframes, prototypes, flow diagrams, and visual designs
• Participate in brainstorming sessions and contribute creative ideas
• Support the team in various design projects and tasks