LPL Financial
SVP Engineering - Advisor Experience Technology, Rapid Response Team
LPL Financial, San Diego, California, United States, 92189
Overview
Why Should You Join the Advisor Experience Technology Delivery Team at LPL Financial? We are on a transformational journey marked by a commitment to innovation and excellence. Our mission is to empower financial advisors with advanced tools and insights, enabling them to offer personalized, efficient, and seamless experiences to their clients. The Advisor Experience Technology Delivery team develops next-generation technology solutions to redefine the wealth management landscape. We are seeking a senior technology executive to lead a critical transformation in how we deliver a stable, resilient, and intuitive advisor technology experience. Note: This role serves as a right hand to the CIO, acting as both an executive stabilizer and strategic program leader—tackling immediate issues while shaping long-term ways of working.
Responsibilities
Advisor Experience Stabilization and Enhancements
Serve as the “czar” for system stability within advisor-facing technology stacks, leading a tiger team of expert engineers focused on rapid resolution of high-impact platform pain points
Act as a central synthesizer of advisor experience data: integrating client feedback, field insights, telemetry, and incident learnings into a unified view of platform pain points
Lead root-cause triage efforts and elevate critical friction points through advisor feedback, telemetry, and incident analytics
Drive measurable reduction in advisor pain and improve trust in the technology platform
Administer a $28M cross-functional investment portfolio dedicated to improving advisor experience and eliminating system friction
Partner with the CTO and across the technology organization to ensure advisor needs are represented and urgent platform risks are addressed
Bring operational discipline, engineering fluency, and executive presence to represent this work with the firm’s senior leadership
Program Leadership: Fail-Forward Resiliency Sites
Lead a ~$30M multi-year program to build and operationalize three core resiliency sites designed to enable “fail-forward” capabilities into the cloud
Own overall program governance, budget management, delivery milestones, and executive reporting
Partner with infrastructure, application, and security teams to ensure readiness and architectural alignment
Drive clarity and accountability across cross-functional teams
Incubate New Ways of Working
Use the resiliency program as a proving ground for modern engineering practices, including agile at scale, DevSecOps, infrastructure-as-code, and real-time observability
Champion velocity, automation, and resilience as non-negotiables in technology delivery
Define and refine repeatable delivery patterns that can be adopted across the broader tech organization
Executive Engagement & Communication
Provide a steady hand in high-pressure settings, including executive incident bridges and board-level updates
Translate complex technical issues into business-impact language for executive stakeholders
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 can execute in a way that encourages creativity and continuous improvement.
Requirements
Minimum of 15 years of experience in technology and engineering, including architecture, cloud platforms, and solution delivery, with at least 5 years in senior leadership or SVP level. Must have experience communicating with executive audiences.
Adept at seeing the big picture; a top-down thinker with strategic agility to go both broad and deep depending on the problem and audience
Extensive experience in wealth management, including delivery of solutions for financial advisors, firms, and institutional clients
Deep experience managing large, complex, multi-stakeholder technology programs with significant business impact and operational urgency
Proven success in stabilizing technology environments and enhancing end-user trust
Track record of modernizing delivery practices within legacy or hybrid ecosystems
Core Competencies
Excellent communication skills, with the ability to articulate complex technical concepts to non-technical stakeholders
Adept at operating across boundaries: between CIO/CTO, product/engineering, infrastructure/apps, support/field
Strong leadership and team-building capabilities, fostering collaboration and alignment toward common goals
Ability to work in a fast-paced, high-growth environment with an agile and entrepreneurial mindset
A constant learner, keen to delve into the latest technological advancements and digital transformation
A commitment to innovation and excellence, advocating for continuous improvement and the integration of technology to guide strategic choices
Pay Range $206,475-$344,125/year
Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will discuss all that LPL has to offer.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions. Today, LPL serves more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and about 580 registered investment advisor firms nationwide. We are committed to the advisor-mediated model and to providing Americans with access to personalized guidance from a financial professional.
Independence means advisors and institution leaders have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business. We take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment:
We foster creativity and growth with a supportive leadership team.
Limitless Career Potential:
Your career at LPL has potential for growth.
Unified Mission:
One team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work:
Our size enables real impact.
Commitment to Equality:
We support workplace equality and diverse perspectives.
Community Focus:
We care for our communities and encourage employees to do the same.
Benefits and Total Rewards:
A comprehensive package beyond compensation, including various benefits and resources.
Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE.
Information on Interviews: LPL will communicate with applicants from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom. LPL will not request payment or banking information during interviews. For questions about the application process, contact LPL’s Human Resources Solutions Center at 855-575-6947.
EAC1.22.25
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Why Should You Join the Advisor Experience Technology Delivery Team at LPL Financial? We are on a transformational journey marked by a commitment to innovation and excellence. Our mission is to empower financial advisors with advanced tools and insights, enabling them to offer personalized, efficient, and seamless experiences to their clients. The Advisor Experience Technology Delivery team develops next-generation technology solutions to redefine the wealth management landscape. We are seeking a senior technology executive to lead a critical transformation in how we deliver a stable, resilient, and intuitive advisor technology experience. Note: This role serves as a right hand to the CIO, acting as both an executive stabilizer and strategic program leader—tackling immediate issues while shaping long-term ways of working.
Responsibilities
Advisor Experience Stabilization and Enhancements
Serve as the “czar” for system stability within advisor-facing technology stacks, leading a tiger team of expert engineers focused on rapid resolution of high-impact platform pain points
Act as a central synthesizer of advisor experience data: integrating client feedback, field insights, telemetry, and incident learnings into a unified view of platform pain points
Lead root-cause triage efforts and elevate critical friction points through advisor feedback, telemetry, and incident analytics
Drive measurable reduction in advisor pain and improve trust in the technology platform
Administer a $28M cross-functional investment portfolio dedicated to improving advisor experience and eliminating system friction
Partner with the CTO and across the technology organization to ensure advisor needs are represented and urgent platform risks are addressed
Bring operational discipline, engineering fluency, and executive presence to represent this work with the firm’s senior leadership
Program Leadership: Fail-Forward Resiliency Sites
Lead a ~$30M multi-year program to build and operationalize three core resiliency sites designed to enable “fail-forward” capabilities into the cloud
Own overall program governance, budget management, delivery milestones, and executive reporting
Partner with infrastructure, application, and security teams to ensure readiness and architectural alignment
Drive clarity and accountability across cross-functional teams
Incubate New Ways of Working
Use the resiliency program as a proving ground for modern engineering practices, including agile at scale, DevSecOps, infrastructure-as-code, and real-time observability
Champion velocity, automation, and resilience as non-negotiables in technology delivery
Define and refine repeatable delivery patterns that can be adopted across the broader tech organization
Executive Engagement & Communication
Provide a steady hand in high-pressure settings, including executive incident bridges and board-level updates
Translate complex technical issues into business-impact language for executive stakeholders
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 can execute in a way that encourages creativity and continuous improvement.
Requirements
Minimum of 15 years of experience in technology and engineering, including architecture, cloud platforms, and solution delivery, with at least 5 years in senior leadership or SVP level. Must have experience communicating with executive audiences.
Adept at seeing the big picture; a top-down thinker with strategic agility to go both broad and deep depending on the problem and audience
Extensive experience in wealth management, including delivery of solutions for financial advisors, firms, and institutional clients
Deep experience managing large, complex, multi-stakeholder technology programs with significant business impact and operational urgency
Proven success in stabilizing technology environments and enhancing end-user trust
Track record of modernizing delivery practices within legacy or hybrid ecosystems
Core Competencies
Excellent communication skills, with the ability to articulate complex technical concepts to non-technical stakeholders
Adept at operating across boundaries: between CIO/CTO, product/engineering, infrastructure/apps, support/field
Strong leadership and team-building capabilities, fostering collaboration and alignment toward common goals
Ability to work in a fast-paced, high-growth environment with an agile and entrepreneurial mindset
A constant learner, keen to delve into the latest technological advancements and digital transformation
A commitment to innovation and excellence, advocating for continuous improvement and the integration of technology to guide strategic choices
Pay Range $206,475-$344,125/year
Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will discuss all that LPL has to offer.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions. Today, LPL serves more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and about 580 registered investment advisor firms nationwide. We are committed to the advisor-mediated model and to providing Americans with access to personalized guidance from a financial professional.
Independence means advisors and institution leaders have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business. We take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment:
We foster creativity and growth with a supportive leadership team.
Limitless Career Potential:
Your career at LPL has potential for growth.
Unified Mission:
One team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work:
Our size enables real impact.
Commitment to Equality:
We support workplace equality and diverse perspectives.
Community Focus:
We care for our communities and encourage employees to do the same.
Benefits and Total Rewards:
A comprehensive package beyond compensation, including various benefits and resources.
Join the LPL team and help turn life’s aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE.
Information on Interviews: LPL will communicate with applicants from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom. LPL will not request payment or banking information during interviews. For questions about the application process, contact LPL’s Human Resources Solutions Center at 855-575-6947.
EAC1.22.25
#J-18808-Ljbffr