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Technical Program Manager for Advisor Solutions
1 week ago
About the Role
LPL Financial is seeking a seasoned professional to lead our Mergers and Acquisitions (M&A) delivery efforts for advisor affiliate models. As an AVP, you will be responsible for planning, orchestrating, and executing seamless integrations of incoming advisors and support staff users.
You will foster strong relationships with advisor organizations, collaborate closely with partner institutions and LPL domain/delivery teams, and drive outcomes through transparency on execution and operational KPIs.
Responsibilities:
- Be a 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 them to the right owners like infrastructure, network, escalate issues to domain accountable and drive commitments and resolutions from product owners and domain accountable.
- Responsible for managing the intake and planning of resources for the L&S pipeline including funding, hardware, and software.
- Perform site visits to perform advanced discovery with infosec, network and infrastructure to mitigate risk and avoid tech debt. Serve as technical lead onsite during high-risk/complexity conversions.
- Definition of 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 the initiatives through the establishment of metrics and promote high degree of transparency on execution.
- Create best-in-class reports and prepare presentations related to LPL's strategic plays and growth initiatives that are SVP+, C-Suite, and Board ready.
- Develop sound understanding of LPL technology ecosystems including advisor and investor-facing products/platforms and infrastructure dependencies.
- Develop sound understanding of partner institution technologies and their integrations with LPL applications, infrastructure dependencies and capability requirements.
- Drive decision-making and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution.
- Coach and mentor workstream team members with direct and indirect responsibility to deliver on the objectives.
- Review operational reports periodically with the business teams and drive continuous improvements to strengthen the partnerships.
