Client Readiness & Technical Operations Engineer

LPL Financial; Fort Mill (SC); On-site; USD 46,000 - 77,000; Full time

Job summary

LPL Financial is seeking a Client Readiness Engineer for our Advisor Affiliate Technology Support team in Fort Mill, SC. This on-site role ensures end-to-end readiness for new advisor offices and client hires, handling hardware provisioning, imaging, and software configuration.

Responsibilities include coordinating with multiple teams, imaging Windows endpoints, configuring hardware and apps, and managing inventory and lifecycle documentation.

Qualifications

• Minimum 2 years of experience supporting Windows desktop environments.
• Minimum 2 years of endpoint deployment, provisioning, imaging, or desktop engineering experience.
• Experience with Microsoft Configuration Manager (SCCM) or equivalent endpoint management platforms.
• Experience with inventory control, asset management, or hardware lifecycle processes.

Responsibilities

• Coordinate end-to-end technology readiness for advisor office launches and client new hires, ensuring equipment is delivered accurately and on schedule.
• Partner with recruiting, onboarding, deployment, engineering, and business teams to provision technology from offer acceptance through start date.
• Image and provision Windows endpoints using SCCM, Intune, deployment task sequences, scripts, and standardized build processes.
• Configure endpoint hardware, user profiles, productivity software, security tools, and business applications.
• Configure and stage additional technology including IP phones, routers, switches, wireless equipment, printers, and other office technology.
• Perform functional testing, quality assurance, and troubleshooting to ensure deployment readiness.
• Diagnose hardware failures and coordinate warranty repair or replacement with vendors.
• Maintain inventory accuracy through routine audits, stock management, labeling, and inventory organization.
• Track hardware throughout its lifecycle in ITAM systems.

Skills

Windows 11

Endpoint deployment

Customer service

Documentation

Education

ITIL Foundation

Tools

SCCM

Intune

PowerShell

ITSM (ServiceNow)

IT Asset Management

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

We are currently looking to hire a Client Readiness Engineer within our Advisor Affiliate Technology Support team. This position is critical for launching new offices for our Advisors and supporting the technology needs of new hires within our client base.

This person will work with various technology and business teams, as well as our customers, to ensure the accurate and timely setup and delivery of hardware for onsite deployment teams. This includes configuration and/or imaging, testing, troubleshooting, documentation, inventory management, asset tracking, shipping and receiving, and other activities related to remote office deployments.

This is an onsite position in our Fort Mill, SC office.

Ability to travel ~10%

Responsibilities

• Coordinate end-to-end technology readiness for advisor office launches and client new hires, ensuring equipment is delivered accurately and on schedule.
• Partner with recruiting, onboarding, deployment, engineering, and business teams to provision technology from offer acceptance through start date.
• Image and provision Windows endpoints using Microsoft Configuration Manager (SCCM), Microsoft Intune, deployment task sequences, scripts, and standardized build processes.
• Configure endpoint hardware, user profiles, productivity software, security tools, and business applications.
• Configure and stage additional technology including IP phones, routers, switches, wireless equipment, printers, and other office technology.
• Perform functional testing, quality assurance, and troubleshooting to ensure deployment readiness.
• Diagnose hardware failures and coordinate warranty repair or replacement with vendors.
• Manage inbound and outbound logistics including shipping, receiving, packaging, and equipment tracking.
• Maintain inventory accuracy through routine audits, stock management, labeling, and inventory organization.
• Track hardware throughout its lifecycle by documenting serial numbers, asset assignments, and disposition activities within IT Asset Management (ITAM) systems.
• Partner with Asset Management on technology refresh, equipment recovery, end-of-life processing, and environmentally responsible asset disposition.
• Maintain accurate operational documentation, procedures and knowledge articles.
• Support technology distribution and recovery activities for new hires, existing employees, and offboarding personnel.
• Identify opportunities to improve operational efficiency through process automation, standardization, and continuous improvement initiatives.
• Deliver exceptional customer service while supporting advisors, internal employees, and deployment teams.

What are we looking for?

We are seeking a highly organized, customer-focused technology professional who thrives in a fast-paced operational environment. The ideal candidate enjoys building efficient processes, solving technical challenges, and ensuring every deployment is completed with accuracy and attention to detail. They are comfortable working independently while collaborating across multiple technical and business teams and are committed to delivering an exceptional client experience.

Requirements

• Minimum 2 years of experience supporting Windows desktop environments.
• Minimum 2 years of endpoint deployment, provisioning, imaging, or desktop engineering experience.
• Experience with Microsoft Configuration Manager (SCCM) or equivalent endpoint management platforms.
• Experience with inventory control, asset management, or hardware lifecycle processes.
• Ability to prioritize multiple concurrent projects while meeting deadlines and demenstrate strong organizational, communication, and customer service skills.

Core Competencies

• Experience in following areas: Windows 11 administration, Microsoft 365, Endpoint imaging and deployment, Hardware lifecycle management , Inventory and asset management, Desktop hardware troubleshooting, Customer service excellence and Process documentation
• Must have a continuous improvement mindset, enjoy team collaboration, good time management, and be adaptable and flexibile to change

Preferred

• Experience with Microsoft Intune, Autopilot, or modern endpoint management.
• Experience configuring Cisco or Meraki networking equipment.
• Experience configuring VoIP phones.
• PowerShell or other scripting experience.
• Experience with ServiceNow or ITSM platforms.
• Experience with IT Asset Management (ITAM) systems.
• ITIL Foundation certification.
• CompTIA A+, Network+, or equivalent certification.
• Experience supporting advisor or branch office deployments.
• Experience working in financial services or another highly regulated industry.

Pay Range

$33.72-$56.20/hour

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. Your recruiter will be happy to discuss all that LPL has to offer!

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.

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 LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EOE.

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