Advisor Solutions Delivery Lead - M&A Integrations

lplfinancial; Fort Mill (SC); On-site; USD 180,000 - 240,000; Full time

Job summary

LPL Financial is seeking an AVP, Advisor Solutions Manager to lead M&A delivery for advisor affiliate models and to partner with technology and advisor organizations. You will drive outcomes, maintain transparency on execution, and mentor teams across multiple domains.

You will collaborate with partner institutions and LPL delivery teams to document requirements and ensure successful integration of advisor affiliations, while managing risks and delivering KPIs with a focus on scale and

Qualifications

• 10+ years leading complex technology programs and enterprise transformations.
• 5+ years as technology lead, program lead, or integration lead responsible for end-to-end delivery across multiple cross-functional teams.
• Experience leading technology due diligence, integration planning, conversion activities, or large-scale onboarding programs.

Responsibilities

• Be the primary technology point of contact for Advisor Affiliate acquisitions and participate in due diligence, financial planning, orchestration, execution, governance, signoff, and support of technology solutions for incoming partners and advisors.
• Understand requirements, navigate to the right owners (infrastructure, network), drive commitments and resolutions from product owners and domain accountable.
• Manage intake and planning of resources for the L&S pipeline including funding, hardware, and software.
• Perform site visits for advanced discovery with infosec, network and infrastructure to mitigate risk and reduce tech debt; serve as onsite technical lead during high-risk conversions.
• Define high-level scope, dependencies, constraints, risks and tradeoffs for each acquisition.
• Provide inputs to a repeatable process to optimize efficiency and throughput.
• Establish metrics and promote transparency on execution; create reports and presentations for SVP+, C-Suite, and Board.

Skills

Technology program leadership

Integration leadership

Stakeholder management

Governance & risk

Cross-functional collaboration

Job description

LPL Financial is seeking an AVP, Advisor Solutions Manager to lead M&A delivery for advisor affiliate models and to partner with technology and advisor organizations. You will drive outcomes, maintain transparency on execution, and mentor teams across multiple domains.

You will collaborate with partner institutions and LPL delivery teams to document requirements and ensure successful integration of advisor affiliations, while managing risks and delivering KPIs with a focus on scale and