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Senior Deployment Technician

Location: San Diego, California; Fort Mill, South Carolina

Job ID: R-026223

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Overview

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

Hear From Our Tech Team

anthony verriello smiling

Hear From Our Tech Team

We are as obsessed with our employee experience as we are passionate about the success of our customers and work hard to ensure an inclusive and entrepreneurial environment where our people can innovate and thrive.

Tony

SVP, Technology

Hear From Our Tech Team

rashmi prakash Smiling

Hear From Our Tech Team

We’re a Fortune 500 company that is also the largest independent broker dealer in the country. With LPL, you have the opportunity to join the organization at the beginning of our technology transformation journey to a cloud-based organization.

Rashmi

Distinguished Architect

Hear From Our Tech Team

kirk windisch smiling

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.

Kirk

SVP, Product Platform Development

Hear From Our Tech Team

megan perry smiling

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.

Megan

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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Benefits

  • Maternity & Paternity Leave

  • 401(k) & ESPP

  • Professional Development

  • Flexibility

  • Health & Wellness Programs

  • Agile Environment and Collaboration

Job Description

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Responsibilities

Job ID R-026223 Date posted 10/20/2022

LPL’s Advisor Affiliate Technology team is looking for a customer service focused individual with a broad range of technical skills to provide on-site support for a select group of our small to medium-sized Advisor firms. This individual will be part of a dedicated team working alongside internal technical support team members, internal business units and external managed service providers to deliver world-class technology and service to our customers.

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:

We are searching for a Senior Deployment Technician, Advisor Tech Solutions who will be the face of our technology organization and travel to customer locations, serving as the hands-on tech lead for a variety of projects including launching new firms, helping existing firms transition to LPL’s equipment and tools, refreshes and upgrades, and providing emergency support for time-sensitive issues. When not onsite at a customer location, this engineer will be in the office helping prepare for future projects and providing remote support as part of the dedicated service team.

Candidates for this position must be willing to travel with little notice and for up to two-weeks at a time, as project requirements dictate. The perfect candidate will have a good balance of technology expertise and business/relationship management acumen and must be comfortable interfacing with customers in the field as well as business partners and remote engineering and support teams. To be successful in this role, candidates must be able to think and act quickly when facing problems in the field, be willing to roll up their sleeves and really dig into issues while ensuring they uphold elevated levels of customer service. Candidates must also be quick learners and comfortable with the types of issues that high-growth firms experience – partnering with program and project teams to build runbooks and develop processes as we go.

Responsibilities:

  • Serve as the onsite deployment technician, configuring and implementing technology products, tools, and services – from network gear to user workstations and everything in between

  • Conduct training and learning sessions with new or transitioning users on LPL equipment, tools, and services

  • With little direct supervision, solve problems on a myriad of technology-related issues while logging notes and documenting actions into ticketing and/or project management systems

  • Provide exceptional technology support onsite (as dispatched) and remotely

  • Assist with inventory and asset management

  • Act as point of escalation for service-related issues – potentially after hours or on weekends

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

  • Remain in constant contact with project/program resources and be a reliable and trustworthy communicator and team player

  • Perform other duties as assigned

  • Travel to customer sites as needed, 50% of time or more (as project requirements dictate)

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.

Requirements:

  • 5+ years of customer service experience and/or client relationship management

  • 3+ years of troubleshooting of end-user technologies (PC/Mac hardware, Windows/macOS, Office, applications, end-point security, etc.)

  • 2+ years of physical telecom/network experience (Cat 5e/6 cabling, punch down and termination, WAP installation, network rack installation, cable testing and diagnosis, general network troubleshooting)

  • 1+ years’ experience with network management (IP addressing, routing/switching, OSI & TCP/IP models, port configuration, etc.)

  • 1+ years’ experience with VOIP technology and phone routing/call queues (Cisco, Ring Central, etc.)

Core Competencies:

  • Exceptional customer service and interpersonal skills, listening, and communication skills (both written and verbal)

  • Attention to detail and ability to document and follow-up on open items

  • Ability to understand and follow instructions precisely

  • Ability to work independently, as well as, in a group setting

  • Able to work in a high pressure, fast-paced environment

  • Effective organization and planning skills

  • Ability to lift, move, rotate boxes and computer equipment up to 50 pounds

  • Maintain an established work schedule which may include evenings and/or weekends

  • Log, update and resolve work within ticketing and project management systems

  • Able to work onsite as needed

  • Able to meet deadlines

Preferences:

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

  • Familiarity with IT Managed Service Provider models

  • Administration experience with cloud technologies (Azure, M365, Box, etc.)

  • Familiarity with IT asset management

  • Vendor management 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 @lplfinancial.com 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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