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Agile Coach

Location: Fort Mill, South Carolina

Other Locations: NC-Remote , SC-Remote , CA-Remote

Job ID: R-027904



LPL is an entrepreneurial, transformative financial services company, driving growth and exciting possibilities for our clients, their customers, and our own people. This is where you can dream up new ideas for financial services, deliver solutions on modern platforms, and leverage digital-first technologies – all as we become a cloud-based technology organization. Join us and discover everything you can touch with the nation’s largest independent broker-dealer firm and a Fortune 500 company.

  • Full Time
  • Level: AVP

Success Profile

What makes a good Tech Professional at LPL Financial? Check out the traits we’re looking for to see if you have the right mix.

  • Communicator
  • Proactive
  • Self-starter
  • Collaborative
  • Curious
  • Team player

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Distinguished Architect

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LPL is a growing company with a healthy balance sheet that is heavily investing in its technology. Our company culture is collaborative, humble and supportive, and our entrepreneurial spirit helps drive us toward innovative solutions that exceed the expectations of our customers.


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Hear From Our Tech Team

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Our Culture

Collaborative. Welcoming. Entrepreneurial. Mission-driven.

We’ve created an amazing environment at LPL, but we’re not done yet. Join us on an exciting transformation as we embrace our inner-fintech and define the future of wealth management technology.

Learn more
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  • Maternity & Paternity Leave

  • 401(k) & ESPP

  • Professional Development

  • Flexibility

  • Health & Wellness Programs

  • Agile Environment and Collaboration

Job Description



Job ID R-027904 Date posted 03/15/2023

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Delivery Center of Excellence (CoE) provides centralized services for stakeholders to support them successfully transit to Agile ways of working. The Agile Coach trains technology teams on the Agile methodology and provides coaching to Agile practitioners and teams to ensure effective outcomes for the organization.

The Agile Coach works closely with Agile Teams and Agile practitioners across the enterprise. This role supports the following EMPO service offerings:

  • Governance (e.g., tools, training, etc.)

  • Stakeholder Management

  • Change and Communications Management

Agile Coaching – Coaches the team's stakeholders and multiple organizations within LPL on Agile mindset and methodologies, and relevant processes.

PI Planning– Designs PI planning processes for products and drives this work for the department / organization.  Coordinates effectively with relevant stakeholders and manages expectations.

Scrum Knowledge– Coaches team's stakeholders to understand & apply Agile principles. Sought out by other experienced Agile practitioners for coaching. Ability to facilitate Agile practices with a team or in a workshop environment.

Servant Leadership– Excellent listening skills. Actively seeks feedback from the team and stakeholders.  Influences relevant leadership to remove impediments creating the context for high performing teams. Facilitates resolution of conflicts within the team.

Solution Architecture – Responsible for the solution architecture at the department/organization level. Designs solution architecture structure and integrated solutions that meet current and future business needs.  Provides input to enterprise level solution architecture.

Value Delivery – Uses tools to demonstrate and communicate vision and value delivery by helping the team to deliver a functional release plan. Makes effective and rapid decisions without being certain of the outcome. Accountable for extracting lessons learned from failures and mistakes.

Communication – A trusted leader who can effectively communicate difficult messages in a way that motivates the recipient of the message.

Customer-centricity– Leads the department/organization in customer-centric mindset and coaches team members and colleagues to continually keep customer at center of work and process development.

Influencing - Ability to impact actions, behaviors and opinions of stakeholders toward a desired outcome or to remove impediments. Influences the direction of ACDC organization.

Knowledge of Agile Product Delivery – Embraces and promotes the DevOps culture and mindset. Establishes set of technical practices that allows teams to provide solutions to the customer without handoffs or excessive external production or operations support.

Lean-Agile Mindset – Helps team's stakeholders to understand and apply Agile thinking and methodologies.

Stakeholder Management – Leads the development of stakeholder management strategies. Builds long-term, strategic relationships with senior stakeholders (internal and external). Facilitates the engagement of stakeholders and delivery of services and change projects, acting as a single point of contact for senior stakeholders. Leads actions to improve relations and open communications with and between stakeholders.


  • Provide education, training, and coaching to various roles and Agile delivery teams on Agile principles. Partners with stakeholders and brings best practices.

  • Provide individuals and teams with feedback and means of improvement regarding an Agile mindset, Agile ways of working, and Agile methodologies.  Answer Agile related questions.

  • Forge strategic partnerships that allow for open and honest communication where teams and individuals can challenge each other, and feedback is welcome. Work with stakeholders to drive improvements in Agile maturity.

  • Demonstrate material progress towards achieving higher performing Agile teams and improved business outcomes across all Agile coaching touchpoints.

  • Develop and maintain stakeholder relationships supporting Agile product development.

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


  • 5+ years of experience as an Agile Coach

  • 5+ years of experience in Scrum

  • 2+ years of experience in Scaled Agile Frameworks (SAFe)

  • 1+ years of experience in Kanban

  • 5+ years of experience running agile projects of varying size and complexity

Core Competencies:

  • Strong leader, educator, and coach

  • An excellent communicator and motivator


  • Scrum Coach certification

  • Scrum Master certification

  • Experience coaching at large organizations or Fortune 500 companies

  • Can showcase examples of implementing agile techniques in different cultures and environments

Pay Range:


The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

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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