Client Readiness & Technical Operations Engineer

Relha LLC; Fort Mill, Northern (SC, KY); Hybrid; USD 47,000 - 77,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking a Client Readiness & Technical Operations Engineer to support advisor office launches, onboarding, and endpoint deployment operations. This role focuses on provisioning, imaging, testing, and streamlined deployment readiness across teams.

You will collaborate with recruiting, deployment, engineering, and business units to ensure accurate hardware delivery, configure endpoints, and drive automation and efficiency in deployment processes.

Qualifications

• Minimum 2 years of experience with Windows desktop environments.
• Minimum 2 years of endpoint deployment, provisioning, imaging, or desktop engineering.
• Experience with SCCM, Intune, Autopilot, or similar endpoint-management tools.
• Experience with hardware lifecycle management and asset management.
• Experience supporting Microsoft 365 environments.

Responsibilities

• Coordinate end-to-end technology readiness for advisor office launches and client new hires.
• Provision technology from offer acceptance through start date.
• Image and provision Windows endpoints using SCCM and Intune.
• Configure endpoint hardware, profiles, software, security tools, and apps.
• Manage logistics including shipping, receiving, and inventory tracking.
• Maintain inventory accuracy and ITAM documentation.
• Support technology distribution and recovery for hires and offboarding.
• Identify opportunities to improve operational efficiency through automation.

Skills

Windows desktop

Endpoint deployment

SCCM/Intune

Microsoft 365

Education

CompTIA A+/Network+

Tools

PowerShell scripting

ServiceNow

ITAM systems

Cisco Meraki

Job description

Client Readiness & Technical Operations Engineer

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 seeking a Client Readiness & Technical Operations Engineer to support advisor office launches, new hire technology onboarding, and endpoint deployment operations while driving process automation and operational efficiency. This role combines hands‑on endpoint provisioning, inventory and asset lifecycle management, and deployment readiness activities with the design and enhancement of operational systems, reporting, and workflow automation solutions.

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 (5 days a week).

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), Intune, Autopilot, or similar endpoint‑management tools.

Experience with hardware lifecycle management, inventory control, and asset management processes.

Experience supporting Microsoft 365 environments.

Core Competencies

Ability to prioritize multiple concurrent projects while meeting deadlines and demenstrate strong organizational, communication, and customer service skills.

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.

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 they need to run thriving businesses. 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.

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].