Platform Principle Tech Lead

LPL Financial LLC; Fort Mill, Charlotte (SC, NC); On-site; USD 155,000 - 259,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking an experienced IFS Platform Principal Tech Lead to drive the design, delivery, and evolution of Move Money capabilities.

You will lead technical initiatives across workflows like Checks, ACH, Journals, Wires, and Complex Retirement transactions, partnering with Engineering, Product, Architecture, and Operations to deliver scalable and secure solutions. The role focuses on engineering excellence, platform modernization, and shaping technology strategy, while

Qualifications

• 5+ years of technical leadership, solution delivery, or software engineering leadership.
• Experience leading cross-functional teams across engineering, product, business and operations.
• Experience with Microsoft technologies, SQL Server, CI/CD pipelines, and enterprise app development frameworks.
• Experience designing and developing service-oriented architectures and applying best practices in design, refactoring, and testing.

Responsibilities

• Lead the design, development, support, and enhancement of Move Money workflows, including Checks, ACH, Journals, Wires, and Complex Retirement solutions.
• Provide technical leadership for integrations across platforms and vendors, including IFS, payment technologies, and enterprise systems.
• Establish and promote engineering standards, architecture patterns, coding best practices, and software development processes.
• Mentor and develop engineering teams through coaching, technical guidance, and knowledge sharing.
• Partner with Product Management, Architecture, Security, Infrastructure, and business stakeholders to translate business requirements into technical solutions.
• Drive execution of strategic technology initiatives and ensure alignment with roadmaps and objectives.

Skills

Technical leadership

Cross-functional collaboration

Cloud / AWS

Payments / money movement knowledge

Tools

.NET

JavaScript

SQL Server

Git

Visual Studio

AWS

Job description

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.

Generate Interest LPL Financial is seeking an experienced IFS Platform Principal Tech Lead to drive the design, delivery, and evolution of critical Move Money capabilities supporting advisors and clients. This role will lead technical initiatives across workflows including Checks, ACH, Journals, Wires, and Complex Retirement transactions while partnering closely with Engineering, Product, Architecture, and Operations teams. As a technology leader, you will have the opportunity to shape platform strategy, mentor engineering talent, drive engineering excellence, and deliver scalable solutions leveraging cloud-native technologies, modern integrations, and industry-leading payment and money movement platforms. If you're passionate about building high-performing teams, solving complex technology challenges, and creating exceptional advisor experiences, this is an exciting opportunity to make a significant impact.

Job Overview

The IFS Platform Principal Tech Lead is responsible for leading technical delivery, platform modernization, and engineering excellence for Move Money solutions within LPL Financial. This role provides technical leadership across workflow automation, platform integrations, cloud technologies, and enterprise payment capabilities while partnering with product and business stakeholders to deliver scalable, secure, and reliable solutions. The position also plays a key role in developing engineering talent, establishing technical standards, and driving strategic technology initiatives.

Responsibilities

• Lead the design, development, support, and enhancement of Move Money workflows, including Checks, ACH, Journals, Wires, and Complex Retirement solutions.
• Provide technical leadership for integrations across platforms and vendors, including IFS, payment technologies, and enterprise systems.
• Establish and promote engineering standards, architecture patterns, coding best practices, and software development processes.
• Mentor and develop engineering teams through coaching, technical guidance, and knowledge sharing.
• Partner with Product Management, Architecture, Security, Infrastructure, and business stakeholders to translate business requirements into technical solutions.
• Drive execution of strategic technology initiatives and ensure alignment with organizational objectives and technology roadmaps.
• Support the adoption of cloud-native architectures, automation, CI/CD practices, and modern software engineering methodologies.
• Monitor platform performance, reliability, scalability, and operational effectiveness while identifying opportunities for continuous improvement.
• Foster cross-functional collaboration and effective communication across technical and non-technical stakeholders.
• Contribute to technology strategy, platform modernization efforts, and long-term architectural planning.

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

• Proven experience implementing, supporting, or leading development efforts on the iPipeline IFS platform.
• Experience leading technical teams and collaborating across engineering, product, business, and operational stakeholders.
• 5+ years of experience in technical leadership, solution delivery, or software engineering leadership roles.
• Experience working with Microsoft technologies, SQL Server databases, CI/CD pipelines, and enterprise application development frameworks.
• Experience designing and developing service-oriented architectures and applying software design, refactoring, and testing best practices.

Core Competencies

• Strategic technical leadership and engineering excellence.
• Critical thinking and complex problem solving.
• Relationship building, collaboration, and stakeholder management.
• Coaching, mentoring, and talent development.
• Communication and influence across technical and business audiences.
• Managing complexity within enterprise technology ecosystems.
• Continuous improvement and operational excellence.

Preferences

• 8+ years of experience working with a combination of .NET, JavaScript, SQL Server, Git, Visual Studio, and related development technologies.
• Experience with AWS cloud services and cloud-native application architectures.
• Experience supporting payment processing, money movement, financial services, or workflow automation platforms.
• Experience integrating with platforms such as BetaNXT, Bottomline, GIACT, SmartyStreets, or similar financial technology solutions.
• Experience with responsive web design, CSS, Semantic HTML, and modern front-end frameworks.

Pay Range

Pay Range: $155,300.00 - $258,800.00 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.

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.

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].

LPL Financial is the nation’s largest independent broker-dealer. Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals.