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Head of the Delivery Center of Excellence

Job ID: R-024612 Date posted: 07/15/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , CA-Remote , CA-San Diego

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:

EPMO serves as the Enterprise Portfolio Management Office (EPMO) for the technology organization at LPL. The purpose of EPMO is to enable best practices, including becoming more agile mature and driving planning and execution activities that unlock the flow of value and create transparency into capacity across the organization.  EPMO supports product delivery, by providing services to business partners and Delivery Teams. EPMO manages a suite of services that includes support, delivery, implementation, and monitoring to ensure the efficient execution of key initiatives for internal customers.

The Delivery Center of Excellence (CoE) provides centralized services for stakeholders to support them successfully transition to Agile ways of working. The Delivery CoE function supports the following EPMO service offerings:

  • Internal Tools (Standardization)

  • Process Fundamentals

  • Delivery Coaching (Including Agile)

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

  • Stakeholder Management

  • Operational Change Management

The Head of the Delivery CoE is responsible for overseeing shared services that EPMO provides for stakeholders to ensure the success of the organization’s Agile and in some cases continued iterative journey.  Oversight will include ensuring the organization understands the process fundamentals, has the coaching and training needed, applies change management where required, ensures governance and maturity is being measured, and adoption and enhancements to internal tools to support the process framework for the highest business value delivery.

The Head of the Delivery CoE reports directly to the Head of EPMO and works closely with business and technology stakeholders as the function’s internal customers.


  • Set the strategy for the Delivery CoE function and leads the function to ensure stakeholders get what they need to successfully as they transform to Agile ways of working and deliver desired business outcomes.

  • Work closely with other functions in EPMO to identify needs for shared services and support the organization to improve organizational agility and business agility.

  • Forge strategic partnerships that allow for open and honest communication where teams and individuals can challenge each other, with ensuring feedback is welcome.

  • Engage and develop relationships with senior leaders and executives.

  • Oversee the shared services that Delivery CoE provides and provide strategic directions and guidance to individual teams.

  • Be the escalation point for problems and issues for the part of the organization he/she supports.

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.


  • 10 + years of experience in Digital and Agile roles

  • 5 + years of experience in leading large scale Agile transformations across an enterprise, promoting an intuitive, engaged, and positive workplace

  • 5+ years track record of executing senior level discussions/presentations with key stakeholders to drive transformation and monitor adoption of Agile

  • 2 + years of experience in successfully coaching senior executives in at an enterprise level Agile, Lean and /or Design Thinking methods

  • Advanced experience with Agile scaling patterns (e.g., SAFe) and supporting tools (e.g., Jira)

Core Competencies:

  • Agile Coaching:  Leads coaching for the enterprise and influences the vision toward Agile mindsets, methodologies, and the SAFe framework.

  • Change Management: Has input to change management strategy for the enterprise. Determines preferred change management methodologies, tools, and techniques for the organization. Uses influence to advocate for change management. Clearly articulates how change management can increase probability of desirable outcomes.

  • Learning and Development Management: Determines the required outcomes for learning and development. Mentors assigned practitioners and assists with creation of development plans. Validates practitioners' records. Manages the provision of learning and development, ensuring optimum use of resources.  Ensures that courses are up to date and accredited (when required). Arranges facilities and schedules with learning and development providers as appropriate.

  • Methods and Tools: Sets strategy for methods and tools for the enterprise.

  • Performance Management: Contributes to and influences performance management strategy for the enterprise.  Sets policy for performance management.

  • Prioritization: Designs the prioritization framework for the organization. Influences and coaches the prioritization of stakeholders and other organizations. Communicates continuously with stakeholders on prioritization status of work.

  • 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: Is a model of servant leadership. Possesses strong decision-making skills, high emotional intelligence, self-awareness, foresight, and commitment to others.  Creates a sense of community.

  • Service Offering Management: Defines the approach and sets policies for the management of service offerings. Organizes scoping and priority setting for strategic changes.

  • Strategic Planning: Leads strategic planning processes for their department / organization. And tracks progress to goals.  Responds to changing conditions and revisits as necessary.

  • Training Delivery: Plans the delivery of learning activities, based on learning objectives. Manages the delivery of learning programs. Customizes learning activities, incorporating relevant business scenarios and case studies.  Advises/coaches others in learning delivery techniques and options.

  • Communication: Is a model communicator. Utilizes means and methods necessary including visuals.  Is an excellent story-teller. Resolves ambiguity and can relay hard messages that result in calm, unification, and motivation toward a common goal.

  • Customer-Centricity: Influences enterprise level processes and strategies to be increasingly customer-centric.

  • Influencing: Ability to impact the direction of the enterprise.

  • 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: Coaches the organization to understand and apply an Agile mindset.

  • Problem management: Sets problem management strategy and develop policies including feedback systems across work groups. Ensures necessary technology and resources are available to identify, prioritize and resolve problems.

  • Stakeholder Management: Determines the strategic approach to understanding stakeholder objectives and requirements at the enterprise level. Acts as the ultimate escalation point for issue resolution. Defines the principles for establishing effective relationships between stakeholders, including the relationship between IT functions and end users.


  • Bachelor’s degree in a related field

  • Formal certifications / qualifications in Agile and / or Lean will be considered an asset, but not mandatory with appropriate level of 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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