Advisor Solutions Delivery Lead (M&A)

Tech Sales Jobs

Charlotte (NC)

On-site

USD 111,000 - 185,000

Full time

14 days+

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Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in Fort Mill/Charlotte seeks an AVP, Advisor Solutions Manager to lead M&A delivery for advisor affiliate integrations. You will partner with advisor organizations and cross-functional teams to understand requirements, assess risks, and drive technology solutions across the platform.

You will be a trusted technology partner, responsible for orchestration, governance, and transparent reporting of execution metrics to senior leadership, while coaching teams and managing complex

Qualifications

10+ years leading complex technology programs and integrations.
5+ years as technology lead, program lead, or integration lead across cross-functional teams.
Experience leading due diligence, integration planning, and large onboarding during acquisitions.
Willingness to travel 25–50% domestically.

Responsibilities

Primary technology point of contact for Advisor Affiliate acquisitions and integration delivery.
Define scope, dependencies, constraints, risks, and tradeoffs for every acquisition.
Coordinate intake and planning of resources for the L&S pipeline, including funding, hardware, and software.
Present reports and KPI insights to SVP+, C-suite and board.
Coach and mentor workstream teams to deliver objectives.

Skills

Technology leadership

Program management

M&A integrations

Cross-functional collaboration

Job description

You will be a trusted technology partner, responsible for orchestration, governance, and transparent reporting of execution metrics to senior leadership, while coaching teams and managing complex

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