Senior Advisor Solutions M&A Delivery Lead

LPL Financial; Charlotte (NC); On-site; USD 111,000 - 185,000; Full time

Job summary

LPL Financial is seeking an AVP, Advisor Solutions Manager to lead M&A delivery for advisor affiliate models within the Product & Technology division. You will partner with advisor organizations and internal teams to document requirements, manage programs, and ensure successful integrations across multiple partner institutions.

The role requires a delivery-focused, collaborative leader who can drive governance, risk management, and transparent KPI reporting while fostering strong relationships

Qualifications

• 10+ years leading complex technology programs and integrations.
• 5+ years as 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, infrastructure, end-user computing, messaging platforms, and information security considerations.

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 of incoming partner institutions and advisors.
• Understand requirements and concerns, navigate to the right owners like infrastructure, network, elevate issues to domain accountable and 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 avoid tech debt; serve as technical lead onsite during high risk/complexity conversions.
• Define 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 initiatives through establishment of metrics and transparency on execution.
• Create best-in-class reports and prepare presentations related to LPL’s strategic plays and growth initiatives at SVP+/C-Suite/Board level.
• Develop understanding of LPL technology ecosystems including advisor/investor facing products/platforms and infrastructure dependencies.
• Understand partner institution technologies and their integrations with LPL applications, infrastructure dependencies and capability requirements.
• Drive decision-making and escalate issues to proper levels to drive transparency in program execution.
• Coach and mentor workstream team members to deliver objectives.
• Review operational reports and drive improvements to strengthen partnerships.

Skills

Technology program leadership

Integration leadership

Cross-functional collaboration

Strategic stakeholder management

Job description

LPL Financial is seeking an AVP, Advisor Solutions Manager to lead M&A delivery for advisor affiliate models within the Product & Technology division. You will partner with advisor organizations and internal teams to document requirements, manage programs, and ensure successful integrations across multiple partner institutions.

The role requires a delivery-focused, collaborative leader who can drive governance, risk management, and transparent KPI reporting while fostering strong relationships