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AVP, Institution Technology Consulting

Job ID: R-023815 Date posted: 06/09/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , MA-Boston , CA-Remote ,CA-San Diego

Are you a team player with a growth mindset? 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!

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 Advisor & Institution Technology Engagement team, within LPL’s Business Development & Strategy Team, is focused on working with our Advisors and Institutions to provide guidance, support and solutions for technology tools that are leveraged by both advisors, program managers, members, their staff and their investors. Candidates for this role must have a passion for, and interest in, the technology used by firms to support their practices (i.e. CRM, Financial Planning, Performance Reporting, Analytics, etc.).  The role will work with many stakeholders, and requires a candidate to be able to think strategically and tactically to anticipate needs of clients. Collaboration with external partners, as well as internal business, operations and technology groups, will be critical to ensure the needs of our advisors are met.


  • Point person as it pertains to the end-to-end technology lifecycle for a subset of our Institution Services channel.  This lifecycle includes:

    • Work directly with our Business Development, Institution Strategy and Business Consulting teams to support and lead the conversation regarding technology options and help to guide and strategize the tech stack selection and construction process

    • External and Internal Coordination – Leverage 3rd parties and knowledge to build workflows and foster education, and build tight relationships to maximize the support of the designated Institutions; work internally to ensure optimal success of the relationship

    • Ongoing Support, Implementation and Optimization – Escalate client needs to inform LPL tech roadmap. Offer strategic coaching and situational guidance on how to maximize integration and optimization of their tech stack investment – both with LPL technology and 3rd parties

    • Produce adoption analysis and campaigns for firms.  Be prepared to propose one-to-many marketing to this channel, as well as to conduct webinars

    • Deeply understand the practices you work with in order to provide proactive recommendations, best practices, engagement plans and roadmap awareness. Provide guidance on LPL policies and support management reporting

  • Assist in building a program designed to support continued learning, community “study groups,” coaching and adoption of technology that other Institution Services partners can benefit from

What are we looking for?

We want strong collaborators who 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 plus years client facing experience

  • Interest and alignment to our team values of Curiosity, Service-Mindset and Entrepreneurial Spirit

  • Strong communication skills, both written and oral, with the ability to present materials to C-Suite of Institutions, as well as the highest levels of LPL. Possess the ability to frame complex issues

  • Strong analytical skills with a demonstrated ability to evaluate issues, and provide solutions, or in many cases, responses without defined solutions

  • Project management / multi-tasking skills across different projects

  • Background in advisor, bank, credit union and/or client-facing experience

  • Financial services, and/or FinTech/SaaS Technologies experience a plus

  • Understanding of API/Data Sharing between firms, at an intermediate level, required

  • Strong Experience with Salesforce, Redtail, Wealthbox, MoneyGuide, Morningstar, eMoney, RightCapital, Riskalyze, Albridge, Black Diamond and/or Orion preferred

  • Willingness to travel (up to 25%)

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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