Advisor Solutions Delivery Lead

Tech Sales Jobs; Fort Mill (SC); On-site; USD 111,000 - 185,000; Full time

Job summary

LPL Financial seeks an AVP, Advisor Solutions Manager for leading M&A delivery across advisor affiliate models. You will drive technology program outcomes, partner with Product & Technology, and ensure transparent execution with senior leadership visibility.

Responsibilities include due diligence, planning, site visits, risk management, and collaboration with advisor organizations nationwide. Occasional travel within the U.S. is expected.

Qualifications

• 10+ years leading complex technology programs and integrations.
• Experience with due diligence, orchestration, and end-to-end delivery across cross-functional teams.
• Experience in advisor/investor facing technology platforms is a plus.

Responsibilities

• Be primary technology contact for Advisor Affiliate acquisitions and integrations.
• Document requirements and drive commitments from product owners and domain leads.
• Manage intake and planning of resources for L&S pipeline (funding, hardware, software).
• Perform site visits with infosec, network, and infrastructure to mitigate risk.
• Define high-level scope, dependencies, risks and tradeoffs for acquisitions.
• Create repeatable processes to improve efficiency and throughput.

Skills

Leadership

Program management

Technology integrations

Stakeholder management

Cross-functional collaboration

Travel readiness

Communication to executives

Tools

Networking & Infrastructure

InfoSec awareness

Job description

LPL Financial seeks an AVP, Advisor Solutions Manager for leading M&A delivery across advisor affiliate models. You will drive technology program outcomes, partner with Product & Technology, and ensure transparent execution with senior leadership visibility.

Responsibilities include due diligence, planning, site visits, risk management, and collaboration with advisor organizations nationwide. Occasional travel within the U.S. is expected.