AVP, Advisor Solutions Manager

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

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The M&A function within LPL Financial Product & Technology is responsible for planning, orchestration and execution enabling seamless integration of incoming advisors and support staff users.

We are looking for an enthusiastic delivery-oriented leader who will represent Product & Technology in the M&A integrations to support Strategic Wealth, Linsco, Managed Institution, and L&S advisor affiliates models. You will foster a strong relationship and be a point of contact for our relationship with the advisor organizations. You will collaborate closely with the partner institution and the LPL domain/ delivery teams to understand/document the technology requirements, issues, concerns and facilitate the delivery.

We have an exciting opportunity to join our Product & Technology organization as AVP, Advisor Solutions Manager responsible for M&A delivery for advisor affiliate models. As a trusted technology partner, you will drive the outcomes and help provide transparency on the execution and operational KPIs.

Responsibilities:

• Be a 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 of incoming partner institutions, and advisors.
• Understand requirements and concerns, navigate it to the right owners like infrastructure, network, elevate issues to domain accountable and drive commitments and resolutions from product owners and domain accountable.
• Responsible for managing the intake and planning of resources for the L&S pipeline including funding, hardware, and software.
• Perform site visits to perform advanced discovery with infosec, network and infrastructure to mitigate risk and avoid tech debt. Serve as technical lead onsite during high risk/complexity conversions.
• Definition of high-level scope, dependencies, constraints, risks, and tradeoffs for every acquisition.
• Provide inputs into a tuned repeatable process to optimize processes to increase efficiency and throughput.
• Assist in the management of the initiatives through the establishment of metrics and promote high degree of transparency on execution.
• Create best-in-class reports and prepare presentations related to LPL's strategic plays and growth initiatives that are SVP+, C-Suite, and Board ready.
• Develop sound understanding of LPL technology ecosystems including advisor and investor facing products/platforms and infrastructure dependencies.
• Develop sound understanding of partner institution technologies and their integrations with LPL applications, infrastructure dependencies and capability requirements.
• Drive decision-making and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution.
• Coach and mentor workstream team members with direct and indirect responsibility to deliver on the objectives.
• Review operational reports periodically with the business teams and drive continuous improvements to strengthen the partnerships.

What does your success look like in the first 90 days?

• Meet with key product & technology, and advisor affiliate stakeholders and establish relationships.
• Shadow advisor affiliate technology leaders, participate in discovery and design activities, assume responsibility for assigned site visits and deals.
• Familiarize and internalize LPL technical standards associated with advisor affiliate locations and personnel

What are we looking for?

We want visionary leaders who collaborate effectively across the departments and obsess on delivering delightful experiences at scale for our Advisors and Investors. We are looking for people who thrive in a demanding environment, are client-focused, collaborative, and able to execute in a way that encourages creativity, continuous improvement and a collaborate spirit.

Requirements:

• Minimum of 10 years of experience leading complex technology programs, infrastructure initiatives, technology integrations, and/or enterprise transformation efforts.
• Minimum of 5 years of experience serving as a technology lead, program lead, or integration lead responsible for planning, governance, risk management, and end-to-end delivery across multiple cross-functional teams.
• Experience leading technology due diligence, integration planning, conversion activities, or large-scale onboarding programs associated with acquisitions, mergers, institutional transitions, or enterprise technology transformations.
• Working knowledge of enterprise technology environments, including networking, telecommunications/telephony, infrast