LPL Financial

Cloud Engineer

• Develop and maintain full-stack applications using a variety of technologies, including front-end frameworks (e.g., React, Angular, Vue.js), back-end languages (e.g., Java, Python, C#), and database systems (e.g., SQL Server, Oracle, MongoDB)
• Collaborate with product owners, business analysts, and other developers to understand requirements, design technical solutions, and estimate effort
• Write clean, efficient, well-documented, and testable code following best practices and architectural patterns
• Participate in code reviews to ensure code quality, consistency, and adherence to standards
• Design and implement RESTful APIs and microservices
• Troubleshoot and debug production issues, providing timely resolutions and root cause analysis
• Contribute to continuous improvement initiatives for development processes, tools, and methodologies
• Mentor junior developers and share knowledge within the team
• Stay up-to-date with emerging technologies and industry trends.

Senior Full Stack Software Engineer, AI & Cloud Platforms

Engineering Manager

• Provide technical and organizational leadership for LPL Financial's advisor digital platform
• Lead multiple engineering teams responsible for advisor-facing applications, cloud-based platforms, enterprise integrations, and digital experiences
• Establishing priorities, align roadmaps, and deliver strategic initiatives
• Provide leadership for the design and implementation of secure, scalable cloud and hybrid-cloud architectures
• Promote software engineering best practices, including DevSecOps, continuous delivery, automation, and operational excellence
• Build strong partnerships across Product, Architecture, Infrastructure, Security, and Business organizations
• Lead the delivery of advisor-facing digital capabilities and enterprise platform enhancements

VP, Software Development Manager

Product Manager

• Lead the M&A product team
• Oversee capability builds and integration readiness for large M&A deals
• Partner closely with domain Product and Tech leads
• Ensure end-to-end requirements are documented and prioritized
• Maintain visibility and tracking of deal roadmap
• Manage financials for the deal
• Triage and resolve complex issues
• Build playbooks and standardize integration processes

M&A Product Transformation Manager

General

• Processing advisor requests, state registrations, exam requests and other registration requests
• Perform processing duties such as data entry, generating letters, processing new advisor paperwork and maintenance of advisor registration and insurance licensing
• Learning and becoming proficient with understanding FINRA and State Registrations rules and how it pertains to departmental functions
• Assisting partner departments with questions and workflow
• Ensuring regulatory compliance on owned processes
• Accurate and speedy data entry
• Process insurance appointments and licensing requests

Senior Registration Specialist – Registrations LPLE

• Partner with Product Managers, Program Leaders, and Scrum Teams to support the execution of key initiatives.
• Maintain and update product management artifacts, including roadmaps, status reports, and dependency trackers.
• Support backlog management and promote consistent utilization of Agile tools and processes.
• Monitor, analyze, and report on key performance indicators (KPIs), delivery metrics, and operational results.
• Support the collection, tracking, and follow-up of advisor and stakeholder feedback.

Product Enablement Manager – Cash Management

• Own the Tenant Engine roadmap and operating rhythm: prioritize remediation automation, portfolio-scale scanning, and the SME-gated regeneration loop
• Direct regeneration cycles: lead each scan → noise-filter → LLM-validation → remediated-code generation cycle
• Govern noise-filter rules and prompts: review and approve NF rule changes and validator/sampler prompt iterations
• Lead and develop the team: supervise the Applied AI Engineer, AI Platform Engineer, and scan-operations analysts
• Oversee scan operations at scale: hold accountability for scan coverage, SLA performance, output integrity, and per-finding cost
• Coordinate cross-track handoff: partner with DB & App and E2E QE leads
• Report quality and economics: translate false-positive rate, finding actionability, throughput, and unit-cost trends into clear updates for senior leadership
• Build operational independence: establish runbooks, processes, and team capability so the engine can operate, improve, and scale without executive intervention.

Software Engineering Manager – AI Lead, M&A & Partner Integration

Database Administrator

• Responsible for design, installation, configuration, security and maintenance of highly available enterprise database systems
• Monitor backup jobs on all enterprise databases and perform routine disaster recovery scenarios
• Participate in on-call after-hours support rotation, responding to support calls after-hours/weekends/holidays.
• Establish and maintain database policies and standards
• Generate database schema definitions and modifications as required
• Plan and coordinate data refreshes from one environment to another
• Monitor database system details within the database, including stored procedures and execution time, and implement efficiency improvements.
• Monitor, optimize and allocate physical data storage for database systems.
• Develop, implement, and maintain change control and testing processes for modifications to databases.
• Create, or support creation of, required reports in response to business user needs.
• Perform database transaction and security audits.
• Follow and maintain in-house documentation for repeatable processes, including database feature installation, disaster recovery, and common problem resolution
• Establish appropriate end-user database access control levels.
• Develop routines for end users to facilitate best practices database use.
• Follow ITIL (Information Technology Infrastructure Library) practices for Change Management.

AVP – SQL Server Database Administrator

Growth Marketing

• Lead end-to-end program management for strategic growth programs, from planning through execution
• Develop and operationalize program governance frameworks
• Partner with the events team and external wholesalers on conference planning
• Serve as a trusted advisor to Sales leadership
• Perform quantitative and qualitative analyses to identify and define scalable best practices
• Gather insights and collaborate with cross-functional teams

AVP, Growth Manager

Data Engineer

• Lead the design, development, and support of party reference data applications, APIs, and data services.
• Partner with business stakeholders, architects, and engineering teams to deliver reference data solutions supporting client, counterparty, issuer, and legal entity domains.
• Develop and maintain cloud-native data pipelines utilizing AWS services such as Glue, Lambda, EventBridge, S3, RDS, and Kafka/MSK.
• Support the modernization of legacy reference data platforms through migration to scalable cloud-based solutions.
• Integrate third-party reference data sources including Dun & Bradstreet, S&P Global, and other data providers to support enrichment, validation, and compliance requirements.
• Develop and support APIs and data services consumed by CRM, compliance, reporting, operations, and trading platforms.
• Implement data quality controls, validation rules, matching and deduplication processes, survivorship logic, and lineage tracking capabilities.
• Collaborate with data governance and architecture teams to support reference data standards, metadata management, and best practices.
• Participate in Agile planning, backlog refinement, estimation, sprint execution, and delivery activities using Jira.
• Provide technical leadership and mentorship to junior engineers and project team members.

Lead Data Engineer

• Collaborate with customers/project teams to understand business requirements and capture technical requirements necessary to produce an infrastructure design
• Perform systems analysis and evaluations on existing application infrastructure to gain knowledge of the technologies and capabilities of the platform
• Be a subject matter expert in AWS security; identity access management; users, roles, policies, permissions, etc.
• Be a subject matter expert and be able to provide architectural and engineering guidance for AWS services: focusing on lambda, glue, RDS, step functions, etc.
• Define and develop new cloud Reference Architectures
• Participate in application roadmap planning with stakeholders, application teams and engineering groups
• Contributes to policies, procedures, and standards
• Collaborate with project team members as part of an agile well-formed team
• Utilize Jira consistently to track work and provide project status and updates
• Provide guidance and consultation on infrastructure deployments
• Performs capacity workload modeling and availability analysis for a variety of platforms and environments. Recommends changes/enhancements for improved systems availability, reliability, and performance.
• Promote and recommend opportunities for automation and efficiency gains
• Participates in the creation and maintenance of delivery metrics
• Execute on multiple efforts in parallel and proactively drive projects forward

AVP, Cloud Delivery Architect

Vice President

• Partner across product, technology, operations, service, and legal/compliance teams to align stakeholders, define solutions, and deliver outcomes that enhance both the client experience and LPL’s strategic position.
• Break down complex, ill-defined problems into clear hypotheses, decision points, and actionable solution paths—creating structure where none exists.
• Design future-state experiences that are intuitive, compliant, and operationally viable, while advocating for outcomes that improve adoption and satisfaction.
• Lead discovery and diligence efforts to evaluate capabilities, workflows, and operating models.
• Develop detailed, high-quality business requirements and workflow definitions that enable product and technology teams to build, integrate, and operationalize solutions.

VP Business Design and Solutions

• Lead and manage the execution of strategic initiatives from inception to completion, working closely with various business units and stakeholders.
• Develop detailed project plans, including scope, objectives, timelines, resource allocation, and success metrics.
• Monitor and report on the progress of strategic initiatives, identifying potential risks and roadblocks, and developing mitigation strategies.
• Facilitate cross-functional working groups and steering committees to ensure alignment and effective communication throughout the strategy activation process.
• Partner with senior leadership to define and refine strategic priorities, ensuring they are clearly articulated and understood across the organization.
• Develop and implement change management strategies to ensure smooth adoption of new processes, systems, and organizational structures resulting from strategic initiatives.
• Conduct post-implementation reviews and analyses to evaluate the effectiveness of activated strategies and identify areas for continuous improvement.
• Prepare and deliver compelling presentations to senior leadership and other stakeholders on strategy progress, challenges, and outcomes.
• Stay abreast of industry trends, competitive landscape, and emerging technologies to inform strategic planning and activation efforts.
• Contribute to the development of frameworks, tools, and best practices for effective strategy activation within LPL Financial.

AVP, Strategy Activation

Analyst

• Maintain the team’s initiative portfolio, including kanban-style tracking, 90-day plans, and detailed project plans
• Proactively identify risks, dependencies, and slippage across initiatives
• Create and maintain high-quality documentation that enables scalability and clean transitions
• Schedule and coordinate working sessions and stakeholder touchpoints
• Build concise, executive-ready updates that communicate progress, risks, decisions needed, and next steps
• Help implement consistent operating discipline standards across the team

Senior Analyst, Advisor Channel Strategy Activation

• Lead the design, development, and support of party reference data applications and services.
• Partner with architects and business stakeholders to implement data solutions supporting client, counterparty, issuer, and legal entity data domains.
• Build and maintain cloud-native data pipelines utilizing AWS services including Glue, Lambda, EventBridge, S3, RDS, and Kafka/MSK.
• Support modernization initiatives by migrating legacy reference data platforms to scalable cloud-based architectures.
• Integrate and manage third-party reference data providers such as Dun & Bradstreet, S&P Global, and other enrichment sources.
• Develop and maintain APIs and data services supporting compliance, CRM, operations, reporting, and trading systems.
• Implement data quality controls, validation frameworks, deduplication processes, and lineage tracking capabilities.
• Collaborate with data governance and architecture teams to support reference data standards and best practices.
• Participate in Agile ceremonies, backlog refinement, estimation, and technical delivery planning using Jira.
• Mentor junior engineers and provide technical guidance across project teams.
• Support platform monitoring, resiliency, performance tuning, observability, and operational excellence initiatives.

Sales Engineer

• Support Business Development Officers by preparing for prospect engagements, including coordinating materials, logistics, and internal alignment
• Manage and maintain prospect-facing content, including content library organization, version control, and customization for specific engagements
• Coordinate Home Office Visit (HOV) logistics and other high-stakes meetings, including stakeholder coordination and execution support
• Perform final deck polish to ensure materials are accurate, consistent, and presentation-ready for executive audiences
• Maintain Salesforce hygiene, ensuring pipeline data is accurate, up-to-date, and actionable for reporting and prioritization
• Support NDA and RFP processes by coordinating internal inputs, tracking progress, and driving timely completion
• Track key deal milestones (e.g., meetings, follow-ups, diligence steps) and ensure timely execution across stakeholders
• Draft and maintain internal deal materials, including prospect profiles
• Identify opportunities to improve process efficiency, standardization, and consistency across the sales lifecycle
• Partner with cross-functional teams (e.g., Marketing, Corporate Development, Legal, Transition) to remove execution friction and move deals forward

Senior Full Stack Software Engineer, AI & Cloud Platforms

VP, Software Development Manager

M&A Product Transformation Manager

Senior Registration Specialist – Registrations LPLE

Product Enablement Manager – Cash Management

Software Engineering Manager – AI Lead, M&A & Partner Integration

AVP – SQL Server Database Administrator

AVP, Growth Manager

Lead Data Engineer

AVP, Cloud Delivery Architect

VP Business Design and Solutions

AVP, Strategy Activation

Senior Analyst, Advisor Channel Strategy Activation

Lead Data Engineer

Institutional Sales Engineering Associate