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AVP - Messaging and Collaboration

Job ID: R-017607 Date posted: 09/22/2021 Primary Location SC-Fort Mill Other Locations TX-Austin , CA-Remote , NC-Remote ,SC-Remote

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!

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 19,000 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 objective 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 Digital Workplace team is looking for a Sr. Engineer (AVP) in Messaging and Collaboration to drive the modernization and maturation of our messaging and collaboration platforms.

This role will have shared responsibility for the collaboration and communication platforms with a primary focus on Microsoft Teams/Skype/Lync and Exchange Online and on premise.

The ideal candidate will have a proven track record of designing, architecting and executing migrations into the O365 ecosystem, specifically Exchange and Teams.


  • Participate in the design, architecture and execution of our Exchange Online/O365 infrastructure and migration
  • Shared Ownership of the Messaging (MS Exchange) and Collaboration (Skype and Teams) platforms, including:
    • Full lifecycle management of on premise and cloud Exchange environments for both Home Office and external customers
    • Risk, vulnerability and performance management
    • Collaboration on the vision and strategic direction of the end user collaboration and messaging offerings for internal and external clients
    • Integration and interoperation with external vendor A/V, telephony and conferencing solutions
    • Full, detailed documentation of our on premise and cloud environments
  • Partner with our Innovation Lab to identify, research, evaluate and deliver solutions based on emerging trends and tools
  • Manage service escalations (L3+) and engage service providers for consistent service delivery
  • Drive the adoption of the broader M365 ecosystem
  • Partner across teams to successfully deliver outcomes on-time and on-budget, including technology evolution and M&A integrations
  • Managing the coordinated training, release and adoption of new platforms, initially MS Teams, including:
    • Migration timing
    • Communication plans
    • Escalated support requests for high-touch individuals (EVP+)

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.


  • 7+ years of experience in Enterprise level Microsoft Exchange environments (5000+ mailboxes)
  • Extensive, proven experience deploying and managing Microsoft centric messaging and collaboration platforms, including:
    • Complex on premise MS Exchange deployments
    • Exchange Online (single and multi-tenant)
    • Migrations to MS Teams and Exchange Online
  • Hands-on expertise working in complex infrastructure environments in a highly regulated industry
  • Extensive experience using PowerShell for environment management
  • Hands-on expertise working in complex infrastructure environments in a highly regulated industry
  • Ability to understand and design a large enterprise-level solution based on technical, application and business requirements

Core Competencies:

  • Experience reporting project status up to senior leadership
  • Ability to communicate and present information to all levels within the organization  


  • Four-year degree in a related field, technical certifications, or equivalent work experience

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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