AVP, Technology – IT Asset Management

LPL Financial LLC; Fort Mill (SC, FL); On-site; USD 99,000 - 164,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking a senior technology asset management leader to shape enterprise-wide governance, optimize technology investments, and influence strategic decisions across the organization.

You will lead ITAM programs, oversee licensing portfolios, and coordinate cross-functional initiatives to ensure regulatory readiness and cost efficiency. Strong collaboration, strategic thinking, and a track record in asset governance are essential.

Qualifications

• 8+ years leading enterprise IT Asset Management or related domains.
• Hands-on experience with software licensing constructs (Microsoft, Oracle, Adobe, VMware).
• Experience in due diligence and integration activities for mergers/acquisitions.

Responsibilities

• Serve as senior SME and advisor for ITAM across software, hardware, and supplier domains.
• Establish governance structures aligned with enterprise architecture and regulatory frameworks.
• Lead lifecycle frameworks, data standards, and policies ensuring accuracy and compliance.
• Oversee licensing portfolios, provide financial impact analysis and optimization recommendations.
• Lead enterprise lifecycle strategies using asset data insights and risk modeling.
• Conduct complex license reconciliations, audits, and regulatory readiness assessments.
• Drive cross-functional initiatives for asset optimization, cost management, and vendor governance.
• Provide advanced analytics and executive-level reporting on ITAM tooling strategy.

Skills

ITAM governance

Enterprise IT Asset Management

License reconciliation

Audits & regulatory readiness

Cost optimization & vendor governance

Advanced analytics & reporting

Cross-functional leadership

Education

Bachelor's degree in Information Technology or related field

Tools

ServiceNow SAMPro/HAMPro

Job description

Job Overview

Lead with Purpose, Unlock Your Team's Passion At LPL, people leaders hold the key to the employee experience—shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win-clients, LPL, and most importantly, our employees. If you're ready to lead with intention and discover what's possible, As a senior technology asset management authority, this role offers the opportunity to shape enterprise-wide governance, optimize technology investments, and influence strategic decisions that drive measurable impact across the organization.

Responsibilities

Serve as the senior SME, Team Lead and authoritative advisor for enterprise IT Asset Management across software, hardware, and supplier domains. Establish and influence ITAM governance structures aligned with enterprise architecture, cybersecurity standards, and regulatory frameworks. Define lifecycle frameworks, audit controls, asset data standards, and policies that ensure accuracy, compliance, and operational excellence. Lead roadmap development to advance the maturity of the ITAM program. Oversee high-value licensing portfolios and provide financial impact analysis, risk assessments, and optimization recommendations. Lead enterprise lifecycle strategies using asset data insights and risk modeling. Conduct complex license reconciliations, enterprise audits, and regulatory readiness assessments. Lead ITAM due diligence, asset discovery, entitlement validation, and integration planning for mergers and acquisitions. Evaluate inherited environments for compliance exposure, licensing gaps, lifecycle constraints, and cybersecurity risks. Lead cross-functional initiatives related to asset optimization, cost management, vendor governance, and technology lifecycle transformation. Provide advanced analytics, executive-level reporting, and ITAM tooling strategy recommendations including automation and integrations.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

8+ years of experience leading enterprise IT Asset Management, Software Asset Management, or Hardware Asset Management functions. 5+ years of hands-on experience interpreting and managing software licensing constructs (e.g., Microsoft, Oracle, Adobe, VMware). Experience supporting ITAM workstreams within at least one merger or acquisition, including due diligence and integration activities. Bachelor's degree in Information Technology, Business, or a related field, or equivalent work experience. Proficiency in financial analysis related to technology assets, including cost modeling and optimization assessments. Leadership and Management Experience.

Core Competencies

Enterprise Influence Strategic Execution Risk & Compliance Leadership Technical Mastery Business Acumen Adaptability & Prioritization Collaboration

Preferences

Experience with ServiceNow SAMPro/HAMPro. IAITAM certifications such as CITAM, CHAMP, CSAM, or CAMSE. Project management certifications such as PMP, PRINCE2, or Agile. Experience leading data governance, CMDB alignment, or automation initiatives.

Pay Range

Pay Range: $98,674.00 - $164,388.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Additionally LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about our organization visit our About LPL page.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at [phone].

EAC 5.19.26 LPL Financial is the nation's largest independent broker-dealer.

EEO.

Principals only.