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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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AVP - Client Reporting

Job ID: R-012311 Date posted: 01/07/2021 Primary Location CA-San Diego Other Locations TX-Austin , SC-Fort Mill

The person in this role will be charging to the Investor Experience workstream which is currently P00911

Position Summary:

The AVP, Technology, will act as a technical lead for our Performance Reporting platform and will be responsible for supporting and enhancing this platform.


  • Design and lead solutions based on business requirements and strategic direction.
  • Provide technical leadership to teammates through technical design, code reviews and implementation of best practices, adhering to LPL’s SDLC and RM processes.
  • Collaborate with other Development teams, Enterprise Architecture and Support teams to design, develop, test and maintain the case management system and its integration with other systems.
  • Provide leadership and guide the team’s development efforts towards successful project delivery and application support.
  • Maintain, troubleshoot, optimize and enhance Risk and Regulatory applications
  • Communicate with technical and non-technical groups on a regular basis as part of product/project support
  • Detect and solve technology delivery issues effectively.
  • Strong problem solver.
  • Ensure contingency activities are covered related to system/application availability.
  • Ensure service level agreements are met daily.


  • 5+ years’ experience in a technical lead capacity for a high performing platform management and software development team
  • 10+ years of professional software development experience
  • BS or MS in a technical discipline
  • Financial services/brokerage firm experience
  • Excellent verbal and written communication skills with both technical and non-technical audiences
  • Ability to interface with customers to gather business needs and to present solutions
  • Capable of effectively planning, prioritizing and executing tasks utilizing resources and tools
  • Experience working with remote teams, vendors and contingent/SOW staff
  • Experience using Agile & Waterfall methodologies
  • Strong analytical and problem-solving skills

Skills and Knowledge:

  • Tech Lead with 7+ years of experience in implementing web projects with strong development experience
  • Working knowledge of:
    • Development: SQL, C#, Angular, REST services
    • Experience with large complex datasets.
    • Experience with AI/Machine Learning
    • Software security standards and best practices
    • Other: Understanding of concepts such as DevOps, Continuous Integration/Delivery, Test Driven Development
  • Exemplary collaboration, interpersonal, and presentation skills

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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