JOB OVERVIEW:

The M&A function within LPL Financial technology is responsible for planning, orchestration and execution enabling seamless integration of incoming Advisors, Investors and Home office users.
We are looking for a passionate delivery-oriented leader who will represent technology in the large M&A integrations. You will foster a strong relationship and be the point of contact for conversion with the partner institution. You will work closely with the partner institution and the LPL domain/product teams to understand/document the technology requirements, issues, concerns and facilitate the delivery.
We have an exciting opportunity to join our Technology organization as the technology integration lead responsible for M&A delivery for partner institutions. As a trusted technology partner, you will drive the outcomes and help provide transparency on the execution and operational KPIs. To start with, you will work closely with various teams representing technology, documenting technology requirements and driving the execution of these deals while looking for efficiencies.

REQUIREMENTS:

• 12+ years of experience in technology leadership roles that span across development, program management and delivery leadership roles preferably within a financial service or related FinTech firm.

• Be the primary technology point of contact for multiple partner institutions representing LPL. This includes strengthening and nurturing technology partnership with the partner institution, presenting solutions proactively and being the conduit between the partner institution and LPL technology teams..
• Engage the right teams in a timely manner, dissipate the required information across teams, facilitate cross domain and partner institution engagements, communicate schedules and drive delivery of the capabilities.
• Understand requirements and concerns, navigate it to the right product owners, escalate issues to domain accountables and drive commitments and resolutions from product owners and domain accountables and drive commitments and resolutions from product owners and domain accountables.
• Assist in the management of the initiatives through the establishment of metrics and promote high degree of transparency on execution.
• Develop sound understanding of LPL technology ecosystems including advisor and investor facing products/platforms, data ecosystems and integration mechanisms.
• Develop sound understanding of partner institution technologies and their integrations with LPL applications, data 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.