Advisor Solutions & M&A Delivery Lead

LPL Financial; Town of Charlotte (NY); On-site; USD 111,000 - 185,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking an AVP, Advisor Solutions Manager to lead M&A delivery for advisor affiliates.

You will partner with product, technology, and business leaders to drive integration programs, define requirements, and ensure timely execution across multiple stakeholder groups. You will guide due diligence, manage risk, and account for tech dependencies while delivering measurable outcomes and transparency to executive leadership.

Qualifications

• 10+ years leading complex technology programs and integrations.
• Experience guiding due diligence and onboarding programs for acquisitions.
• Ability to travel 25-50% within the United States.
• Strong collaboration across product, technology and business partners.

Responsibilities

• Be the primary technology point of contact for Advisor Affiliate acquisitions and manage due diligence, orchestration, execution and governance.
• Understand requirements and coordinate with infrastructure, network and domain teams to drive commitments and resolutions.
• Manage intake and planning of resources for the L&S pipeline including funding, hardware and software.
• Lead high-risk/conversion sites onsite and provide technical leadership during complex migrations.
• Define scope, dependencies, risks and tradeoffs for each acquisition and drive transparent execution.
• Develop repeatable processes to improve efficiency and throughput across initiatives.
• Establish metrics, monitor progress, and promote transparency in execution with stakeholders.
• Create reports and presentations for SVP+, C-Suite and Board audiences.

Skills

Technology leadership

Program management

Due diligence

Cross-functional collaboration

Stakeholder management

Risk management

Job description

LPL Financial Holdings Inc. is seeking an AVP, Advisor Solutions Manager to lead M&A delivery for advisor affiliates.

You will partner with product, technology, and business leaders to drive integration programs, define requirements, and ensure timely execution across multiple stakeholder groups. You will guide due diligence, manage risk, and account for tech dependencies while delivering measurable outcomes and transparency to executive leadership.