What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Sr. Advisor Affiliate Migration Engineer’s role is to serve as a hands-on migration and support engineer for a variety of merger and acquisition projects. Projects include launching new firms, helping existing firms transition to LPL’s platforms, and providing emergency support for time-sensitive issues

This individual will be part of a dedicated team working alongside internal technical support team members, internal business units and external managed service providers to deliver world-class technology and service to our customers. 

The perfect candidate will have a good balance of technology expertise and business/relationship management acumen and must be comfortable interfacing with customers and business partners, and remote engineering and support teams. To be successful in this role, candidates must be able to think and act quickly to uphold elevated levels of customer service. Candidates must also be quick learners and comfortable with the types of issues that high-growth firms experience – partnering with program and project teams to build runbooks and develop processes as we go.

Responsibilities:

• Serve as the point of contact and Messaging lead for M&A activity

• Provide exceptional technology support for end users both during and after the transition to LPL technology platforms

• ​With little direct supervision, solve problems on a myriad of technology-related issues while logging notes and documenting actions into ticketing and/or project management systems

• Act as point of escalation for service-related issues – potentially after hours or on weekends

• Remain in constant contact with project/program resources and be a reliable and trustworthy communicator and team player

• Provide Tier 3 support for issues related to Messaging, Collaboration, and M365 offerings

• Review, recommend, schedule, and assist with deployment of software patches and upgrades for on-premises systems

• Perform BAU activities within the environment as necessary

• Provide Critical Incident support and participate in on-call rotation

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 3-5 years of customer service experience and/or client relationship management

• 3-5 years of Exchange administration experience, including cross platform mail migration

• 1-2 years of experience managing Exchange Online

Preferences:

• AA/BA/BS degree in computer science, business, or related field

• 1-2 years’ experience managing MS Teams and other components of the M365 ecosystem

• Familiarity with IT Managed Service Provider models

• Experience with BitTitan MigrationWiz

• Vendor management experience

#LI-Hybrid

 

Pay Range:

$44.60-$74.34/hour

 

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. Your recruiter will be happy to discuss all that LPL has to offer!

 

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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 (855) 575-6947.

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