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IT Asset Management, Inventory Management Analyst

Location: San Diego, California

Job ID: R-028780



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: Associate Professional

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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Distinguished Architect

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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.


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Hear From Our Tech Team

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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-028780 Date posted 03/17/2023

Do you want to know more and go deeper into all the Technology world has to offer? Are you passionate about serving clients, adding value, improving processes/systems, and financial stewardship? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving?

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:

Provide technical and analytical support for the day-to-day operations within IT Asset Management including software and hardware life-cycle management. Follow best practice to facilitate proper chain of custody documentation related to IT acquisitions, IT inventory, audit, reconciliation, asset transfer, repository management, decommission and disposal of IT Assets.


  • Provide proper asset and financial stewardship through the lifecycle of an IT asset to mitigate risk and optimize spend for the firm.

  • Perform the technical and analytical support for the day-to-day operations of the software and hardware life-cycle to ensure compliance to the IT Asset Management best practices; including but not limited to:

  • Receiving and updating system records when technology assets are purchased and received on site

  • Local inventory and stock room audits and updating systems when assets are returned to inventory

  • Assistance with preparing assets for redeployment and disposal

  • Supporting ITAD process and reporting (disposal/decommissioning of assets)

  • Facilitating, monitoring and reporting on assets return for end of employment/engagement resources

  • Monitor the IT Asset Management queue on a daily basis. Resolve all tickets or incident reports within SLA. Update ticket notes with clear and accurate information to ensure that the life cycle of the ticket accurately captured. Effectively communicate with end users to provide excellent customer service when closing tickets

  • Create, update, and maintain data analytics reports for internal communication

  • Monitor and record hardware assets, warranties and maintenance agreements in accordance with industry best practices and internal procedures

  • Any other ITAM support activity required or prioritized by management

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, with meticulous attention to detail, and are able to execute in a way that encourages creativity and continuous improvement.


  • Two years of Tech Support experience or relevant experience.

  • Knowledge of hardware asset lifecycle and general IT Asset Management principles

  • Experience with Enterprise Platform tools for tracking/managing assets and tickets

Core Competencies:

  • Clear and concise written and verbal skills

  • Ability to manage conflicting priorities, strong time management skills

  • Positive attitude and excellent customer service

  • Must be able to lift, pull or push 50lbs as a regular part of the job


  • Certifications such as ITIL, IAITAM CHAMP, ITAD or SAM

  • ServiceNow experience

  • An Associate’s Degree, Certificate, or Boot Camp in Computer Science or related field

  • General desktop support experience

  • Knowledge of PowerBI, Performance Analytics or similar reporting tools

  • Working knowledge of various Windows and Apple OS and hardware for PC environments, principles and terminology of networking and mobile technologies

Pay Range:


The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

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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