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AVP, Exchange and Collaboration Engineer

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Job ID R-025112 Date posted 08/24/2022 Primary Location USA-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!

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 AVP, Exchange and Collaboration Engineer’s role is to participate in the planning, design, and management of the company’s Messaging and Collaboration infrastructure.  This position is a senior member of the overall Digital Office team and will provide subject matter expertise in support of Exchange, Exchange Online, and Microsoft 365 core services. To support this requirement, the role requires strong knowledge and expertise with designing, engineering, implementing, and supporting the relevant messaging, collaboration, and core M365 technologies.


  • Act as technical project lead for projects focused around migrating 40,000 mailboxes from a single on premises Exchange organization to 5000+ distinct M365/EXO tenants

  • Assist with developing roadmaps, governance, processes, and policies aligning to business and IT strategy

  • Act as lead engineer for expansion of future “Digital Office” offerings

  • Function as a subject matter expert for the various messaging applications and tools in M365 within the Digital Office space

  • Act as liaison with Compliance and Regulatory teams

  • Prioritize deliverables including project and BAU activities

  • Provide on-call support for operational support teams.

  • Assist in performing all tasks necessary to fulfill service level agreements regarding Exchange and MS Teams availability and security

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 in computer science or information systems or equivalent IT work experience (10+ years)

  • 4+ years’ experience with Microsoft Exchange Online including migrations

  • 3+ years’ experience with Microsoft Teams Online including 3rd party integrations

  • Experience migrating thousands of on-premises Microsoft Exchange mailboxes from a single organization to multiple Exchange Online tenants

Core Competencies:

  • Expert level knowledge of Microsoft Exchange

  • 10+ years’ experience with Microsoft Exchange on premises

  • 2+ years’ experience with Microsoft Intune for MDM and MAM-WE

  • 3+ years’ experience with OneDrive for Business and SharePoint Online

  • Extensive experience with eDiscovery & Electronic Communications Compliance Management in a heavily regulated industry

  • 4+ years’ hands-on experience managing Azure AD tenant permissions, Conditional Access Policies and security settings related to regulatory compliance

  • Extensive experience configuring and troubleshooting end user clients (Outlook and MS Teams) on multiple platforms (Windows, MacOS, iOS & Android)

  • Extensive experience creating and modify PowerShell scripts to automate and manage on-premises and cloud-based Microsoft offerings

  • Excellent written, oral and presentation skills

  • Ability to explain technical procedures in business terms for non-technical stakeholders

  • Ability to develop strategic customer relationships, gain trust, and respect for the team

  • Hands-on software and hardware troubleshooting experience


  • Current industry certifications strongly encouraged, with a focus on

    • Exchange Online

    • Microsoft Teams Online

    • Azure AD & AAD Security

    • M365

  • Able to solve complex technical problems through sound and methodical troubleshooting

  • Experience designing, engineering, implementing, and managing multiple Azure/Exchange Online tenants

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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