Skip Navigation
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
Search LPL Jobs

Search LPL Jobs

View All Current Opportunities at LPL Financial

Technical Account Engineer

Job ID: R-014823 Date posted: 07/22/2021 Primary Location SC-Fort Mill Other Locations TX-Austin , MA-Boston , CT-Remote ,DC-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 is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA.  We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Job Overview:

LPL’s Technology Solutions team is looking for a customer service focused individual with a broad range of technical skills to provide technical support for our small to medium-sized business customers.

Technology Solutions provides end-to-end technology and support for a select group of LPL’s independent financial advisor customers.  You will be part of a small team working alongside internal technical support team members and external managed service providers to deliver world-class technology and service to our customers.

This position will be responsible for onboarding new customers, responding to inquiries and technical issues, assisting with implementing and training for new technology, developing relationships with new and existing customers, managing escalations and identifying areas of improvement based on client feedback. A blend of business and technical, the right candidate will have business and relationship management acumen while possessing technical capabilities typical to small to medium size businesses such as networks, phone systems, computers, productivity software and security protocols.


  • Provides small to medium sized business technology support remotely, or onsite, as needed

  • Acts as a liaison between the client, LPL services, and vendors providing technology services and support to our clients

  • Oversees / Project Manages field deployments for clients remotely, or onsite, as needed. Triages with vendors for onsite dispatch when required

  • Ensure/improve client satisfaction to promote client retention

  • Meets regularly with clients’ key managers and Advisors to obtain feedback on technology services

  • Acts as point of escalation for service related issues, potentially after hours or on weekends, as needed

  • Works with internal departments to ensure administrative duties (hardware/software purchases, order tracking) are completed

  • Acts as project manager for Advisor initiatives, working closely with engineers, LPL project managers and 3rd party vendors

  • Consult with Advisors to understand practice needs and recommend appropriate services to meet those needs

  • With little direct supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns

  • Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends

  • Regional travel to customer sites up to 50%

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.


  • Minimum of 3-5 years’ experience in Managed IT Services and/or IT Field Services

  • Strong technical knowledge of end-user technologies (Office 365 platform, end-point security, device management, remote management agents)

  • Hands on experience with network management (Azure, Cisco Meraki, VOIP phones, telephony and cabling)

  • Exceptional customer service and interpersonal skills, with a focus on rapport-building, listening, and communication skills (both written and verbal)

  • General project management skills and ability to keep on top of ongoing projects and assignments

  • Ability to travel up to 50% of the time

Core Competencies:

  • Strong knowledge of Windows Operating systems, small office networking systems, workstation configurations and user based cloud technology

  • Intermediate experience with MS Azure O365 tenant management

  • Working experience with VOIP technology and phone routing / call queues

  • Working experience with productivity software, CRM, and Fintech tools

  • General project management skills and ability to keep on top of ongoing projects and assignments

  • Exceptional customer service and interpersonal skills, with a focus on rapport-building, listening, and communication skills (both written and verbal


  • Experience with Financial Services companies in the SMB space a plus (Broker Dealers, Insurance Brokers, RIAs, Hedge Funds)

  • BA/BS degree in computer science, business or related field

  • Experience with financial services applications / trading environments

  • Familiarity with, Redtail or similar CRM tool

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.

Sign Up for LPL's Talent Community

If you’d like to receive recruiter outreach, news and information from LPL Financial, as well as details on current opportunities that match your preferences and interests, please sign up below.

Area(s) of InterestSelect a job category from the list of options. Search for a location and select one from the list of suggestions. Finally, click “Add” to create your job alert.

  • Information Technology, Fort Mill, South Carolina, United StatesRemove
  • Information Technology, Austin, Texas, United StatesRemove
  • Information Technology, Boston, Massachusetts, United StatesRemove