SVP Engineering - Advisor Experience Technology, Rapid Response Team

Why Should You Join the Advisor Experience Technology Delivery Team at LPL Financial?

At LPL Financial, we are on a transformational journey marked by a relentless commitment to innovation and excellence. Our mission is straightforward yet impactful: to empower financial advisors with the most advanced tools and insights, enabling them to offer personalized, efficient, and seamless experiences to their clients.

Central to this mission is our Advisor Experience Technology Delivery team, which is tasked with developing next-generation technology solutions that will fundamentally redefine the wealth management landscape. We’re looking for a senior technology executive to help lead one of the most critical transformations in our advisor platform: ensuring our systems are stable, scalable, and built to deliver a consistently excellent advisor experience.

As the SVP of Advisor Technology Resiliency & Experience Enablement, you will serve as a senior right hand to the CIO, helping stabilize and strengthen our advisor-facing platforms in the near term while building the systems and practices to reduce client friction and increase confidence long term. With that in mind, this role requires extensive experience in wealth management (or a related discipline), ideally including both product strategy and engineering experience. This role combines operational urgency with long-term strategy.

You’ll lead a tiger team of expert engineers and oversee a $28M investment portfolio focused on improving the advisor experience—eliminating friction, accelerating stability, and building confidence across the platform. This pivotal position sits at the heart of engineering and product strategy. As we make significant investments in our key technology assets and platforms, this role emerges as one cornerstone of our mission to revolutionize the way financial services are delivered and experienced by our clients. It's a chance to make a significant impact, not just within our company, but in the broader financial industry and the lives of our advisors.

Excited to learn more? If so, then this could be the role for you! 
 

Job Overview:

In this role, you will act as the connective tissue across the organization, fostering relationships with internal partners across the entire value stream delivery to our advisors. This involves building strong partnerships, ensuring alignment, and driving collaborative efforts to enhance the advisor experience through seamless technology integration and delivery.
 

Responsibilities:

• As SVP of Technology, you will be entrusted with a range of critical responsibilities that are pivotal to our mission and strategic outcomes.

• Serve as the 'czar' for near-term stabilization of the advisor technology stack, with clear accountability for driving improvement in system uptime, performance, and end-user friction

• Lead and coordinate cross-functional efforts spanning engineering, infrastructure, product, support, and SRE to address the root causes of instability and system fragility

• Act as a central synthesizer of advisor experience data: integrating client feedback, field insights, telemetry, and incident learnings into a unified view of platform pain points

• Drive prioritization of both functional and non-functional improvements to reduce friction and improve advisor trust

• Lead a tiger team of expert engineers focused on rapid resolution of the most persistent and high-impact platform pain points

• Serve as the administrator of a $28M cross-functional investment portfolio dedicated to improving advisor experience and eliminating system friction

• Partner with delivery teams across the technology organization to ensure these funds are deployed against the most critical stability and usability challenges

• Partner closely with the CTO, who formally owns the enterprise resiliency program, and across the entire technology organization to ensure advisor needs are represented and urgent platform risks are addressed

• Own and evolve a stability scorecard and roadmap specific to advisor-facing systems and platforms

• Bring operational discipline, engineering fluency, and executive presence to represent this body of work with the firm’s senior leadership

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:

• Minimum of 15 years of experience in technology and engineering, including architecture, clo