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AVP, Scrum Master II

Location: Fort Mill, South Carolina

Job ID: R-024201



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: Mid

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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Hear From Our Tech Team

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Hear From Our Tech Team

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Distinguished Architect

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Hear From Our Tech Team

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.


SVP, Product Platform Development

Hear From Our Tech Team

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Hear From Our Tech Team

Technology is best when it brings people together. LPL takes care of our employees because we know the best talent, when encouraged to be creative, produce real solutions that deliver the highest value to our advisors and their investors. Your voice matters.


SVP, Planning and Portfolio Management

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-024201 Date posted 09/26/2022

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 Scrum Master II is responsible for providing Agile facilitation and coaching to 1-2 Agile teams to ensure the teams adopt and maintain high performing Agile delivery practices, and realize the value intended.

This role supports the following PMO service offerings:

  • Planning & Time Management

  • Risk & Issue Management

  • Stakeholder Management

  • Governance

  • Benefits Management


  • Ensure the team follows standard Agile processes while identifying opportunities for improvement.

  • Facilitate team in defining Working Agreements, Definition of Ready, Definition of Done and then ensures those agreements are upheld.

  • Facilitate Agile ceremonies: daily stand-up (scrum) meetings, retrospectives, demos, backlog grooming / refinement, backlog sizing, sprint planning and team engagement.

  • Identify and help to remove impediments, escalate impediments to the product and solutions manager, recommend ways to resolve impediments, and influence leadership to act on these recommendations.

  • Help team inspect and adapt process through retrospectives, data / metrics tracking, and creating a safe, trusting environment with space to grow.

  • Coaching the team to higher levels of performance.

  • Assist with internal and external communication and improving transparency by creating visible information radiators (burn-downs, velocity chart, etc.), dashboards, and demos.

  • Provide metric reports to assist in product roadmap planning.

  • Facilitate getting the work done without coercion, assigning, or dictating the work directly.

  • Observe team interactions and use emotional intelligence to discuss observations in a safe, trusting environment.

  • Support product planning by participating in release planning discussions.

  • Support execution through understanding of priority and sequencing required to deliver efficiently.

  • Guide team in commitment making and sprint completion.

  • Hold team (Product, Development, QA, and team members) accountable for delivery commitments.

  • Help team identify when commitments are at risk and assist team with solutioning to ensure commitments are met.

  • Be an agile subject matter expert and provide strategic influence with the product / business and other engineering organizations.

  • Ensure team’s backlogs are always sufficiently full (at minimum 3-4 sprints worth of work defined).

  • Practice servant-leadership and promote learning in others by building relationships with cross-functional stakeholders, communicating information, and providing advice to drive efforts forward.

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.


  • Bachelor’s degree and 2 years of product or project development experience, or 2 years of project development experience on an Agile Team or an equivalent combination of Agile Certification and work experience

  • 3+ years of experience facilitating meetings at multiple levels of an organization

  • 3+ years of knowledge of an agile framework or method (i.e. Scrum, Kanban), or understanding of software development life cycle models as well as in-depth knowledge of traditional project management principles and practices

  • 3+ years of experience at refinement, story splitting, estimation, velocity, retrospection, and other Scrum techniques

  • 3+ years of planning and problem solving with product management and delivery teams

Core Competencies:

  • Coaches the Agile delivery team on Agile mindset and methodologies, and relevant processes. Exemplifies and promotes Agile values and principles.

  • Outstanding communication, facilitation, negotiation, and coaching skills

  • Effectively facilitates team events using Agile values as a guide. Can perform scrum by the book.  Focuses team on importance and value of "done" increments. Embodies servant leadership and customer-centric mindset.

  • Has knowledge of prioritization. Is able to prioritize own work and to contribute to the prioritization of work of the team.

  • Guides team members in understanding their role. Helps team identify and resolve conflicts, with help from others.

  • Helps the team break down and deliver incremental work. Consistently and transparently tracks and helps remove team impediments. Effectively partners / coaches Product Owner and Dev Team to deliver value. Tracks progress and visualizes work by measuring progress and velocity through defined processes including generating a burn-down chart.

  • Partner internally and externally to make effective decisions solving complex problems, escalating high priority issues or impediments as appropriate, monitoring progress and results, and recognizing and capitalizing on improvement opportunities.

  • Ability to articulate complex messages to the team, exhibiting clarity, honesty and impact.

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

  • Brings Lean-Agile mindset to the work of the team and is comfortable challenging team thinking to bring in line with SAFe principles.

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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