AVP, Advisor Solutions Manager
Core
Lead technology integration and M&A delivery for advisor affiliate models, ensuring seamless onboarding of partner institutions and advisors into LPL's technology ecosystem.
Role type
Senior IC Program Manager (M&A & Technology Integration)
Builds
Technology integrations for advisor affiliate acquisitions and onboarding
Domain
Financial Services / Wealth Management / Mergers & Acquisitions
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
M&A technology integration, enterprise infrastructure management, due diligence, stakeholder management, risk mitigation, program governance, cross-functional leadership, site assessment, resource planning
Preferred skills
Advisor-facing platform knowledge, network/telephony expertise, change management, executive presentation skills
Technologies
Enterprise networking, telecommunications/telephony, desktop infrastructure, messaging platforms, information security tools
Responsibilities
Lead technology due diligence and integration planning for advisor affiliate acquisitions; Manage resource intake and planning for L&S pipeline including funding, hardware, and software; Perform site visits for advanced discovery and risk mitigation; Define high-level scope, dependencies, and risks for acquisitions; Coach and mentor workstream team members; Present technology plans and status updates to senior leadership and external partners.
Seniority
Senior, hands-on IC with leadership responsibilities