Vice President, Integrated Testing & Tooling

LPL Financial LLC; Fort Mill, Town of Charlotte (SC, NY); On-site; USD 136,000 - 227,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a VP, Integrated Testing & Tooling Lead to drive UAT and integrated testing across the product development lifecycle.

You will act as a hands-on testing leader and product owner for testing platforms like Zephyr, JIRA, and Confluence, while coordinating across a matrixed organization. You will design testing strategies, govern acceptance criteria, and provide data-driven release readiness recommendations.

Qualifications

• Bachelor’s degree in a technical, business, or related field.
• 8+ years of experience in UAT leadership, integrated testing, end-to-end testing, quality assurance, or related disciplines, including large and complex programs.
• Experience designing and executing UAT and integrated test scenarios across business-critical workflows.
• Experience coordinating testing activities across a matrixed organization and managing cross-functional stakeholders.
• Experience developing deep working knowledge of business applications, platforms, and operational workflows.

Responsibilities

• Develop deep knowledge of advisor and business workflows and serve as a product champion for the platform.
• Design, execute, and validate UAT and integrated test scenarios across core business processes and end-to-end workflows.
• Coordinate subject matter experts to support specialized testing activities and business validations.
• Establish and govern UAT methodologies, testing standards, acceptance criteria, and stage-gate requirements across the PDLC.
• Provide evidence-based recommendations for release and conversion readiness decisions based on testing outcomes and business acceptance risk.
• Define, monitor, and report testing metrics including execution rates, pass rates, defect trends, and business-flow coverage.
• Identify opportunities to leverage AI and automation to improve testing speed, efficiency, and coverage.
• Ensure testing practices align with regulatory, security, risk, and audit requirements.
• Own integrated testing activities across systems, business domains, and third-party vendors.

Skills

UAT leadership

Integrated testing

End-to-end testing

Quality assurance

Stakeholder management

Education

Bachelor’s degree in a technical, business, or related field

MBA

Tools

Zephyr

JIRA

Confluence

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

The VP, Integrated Testing & Tooling Lead is accountable for integrated User Acceptance Testing (UAT) across the Product Development Lifecycle (PDLC). This role defines how UAT and integrated testing are planned, executed, governed, and signed off while ensuring solutions released to advisors and business partners align with expected business outcomes. The role serves as both a hands‑on testing leader and the product owner for key testing and delivery‑efficiency platforms, including Zephyr, JIRA, and Confluence. Working across a matrixed organization, this individual drives testing consistency, business‑flow validation, release readiness, tool adoption, and continuous process improvement through automation and AI‑enabled capabilities.

Responsibilities

• Develop deep knowledge of advisor and business workflows and serve as a product champion for the platform.
• Design, execute, and validate UAT and integrated test scenarios across core business processes and end‑to‑end workflows.
• Coordinate subject matter experts to support specialized testing activities and business validations.
• Establish and govern UAT methodologies, testing standards, acceptance criteria, and stage‑gate requirements across the PDLC.
• Provide evidence‑based recommendations for release and conversion readiness decisions based on testing outcomes and business acceptance risk.
• Define, monitor, and report testing metrics including execution rates, pass rates, defect trends, and business‑flow coverage.
• Identify opportunities to leverage AI and automation to improve testing speed, efficiency, and coverage.
• Ensure testing practices align with regulatory, security, risk, and audit requirements.
• Serve as product owner for testing and delivery‑efficiency platforms, including Zephyr, JIRA, and Confluence.
• Define and maintain tooling roadmaps that improve planning, testing, documentation, traceability, and delivery efficiency.
• Drive user adoption through governance, training, documentation, and best‑practice standards.
• Manage integrations across testing and delivery toolchains to support connected workflows and reporting.
• Evaluate, implement, and optimize new tooling capabilities, automation solutions, and AI‑enabled features.
• Partner with Technology teams and vendors to support platform administration, upgrades, licensing, and support.
• Own integrated testing activities across systems, business domains, and third‑party vendors.
• Design and certify end‑to‑end advisor lifecycle testing coverage for releases, enhancements, and platform conversions.
• Coordinate cross‑functional testing schedules, dependencies, environments, and test data requirements.
• Establish and lead a UAT and integrated testing community of practice to drive consistency and continuous improvement.
• Partner with Product, Technology, Service, Operations, Engineering, and Quality Engineering teams to align testing activities with delivery objectives.

What Are We Looking For?

We are seeking a hands‑on testing and tooling leader who is motivated to pursue greatness, act with integrity, and is driven to help our clients succeed. The ideal candidate builds strong cross‑functional partnerships, influences effectively across a matrixed organization, embraces continuous improvement, leverages technology and data to improve outcomes, and understands the value of collaborating to win together while helping teams create and share joy through high‑quality delivery and operational excellence.

Requirements

• Bachelor’s degree in a technical, business, or related field.
• 8+ years of experience in UAT leadership, integrated testing, end‑to‑end testing, quality assurance, or related disciplines, including large and complex programs.
• Experience designing and executing UAT and integrated test scenarios across business‑critical workflows.
• Experience coordinating testing activities across a matrixed organization and managing cross‑functional stakeholders.
• Experience developing deep working knowledge of business applications, platforms, and operational workflows.

Preferences

• MBA or relevant Master’s degree.
• Experience as a product owner or administrator of testing and delivery tools such as Zephyr, JIRA, and Confluence, including configuration, integration, and adoption initiatives.
• Experience leading testing activities in a regulated financial services environment, including large‑scale platform conversions or migrations.
• Experience defining testing metrics, acceptance criteria, readiness standards, and data‑driven quality reporting.
• Strong communication and stakeholder management experience with the ability to present testing risks and recommendations to senior leaders.

Pay Range

Pay Range: $135,960.00 - $226,600.00

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.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

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.

Interview Information

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].

Equal Employment Opportunity

Principals only.

EOE.

Company Reputation

EAC 5.19.26 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. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.