Teams at LPL Financial

Defines and executes enterprise data engineering and platform strategy. Designs scalable cloud data architectures supporting analytics, reporting, AI, and business intelligence; modernizes warehouses, lakes, and lakehouses; advances data mesh, governance, reliability, security, observability, ETL/ELT, automation, Infrastructure as Code, and CI/CD. Partners with architecture, security, infrastructure, product, and business stakeholders to deliver enterprise-scale data capabilities and apply AI-assisted engineering practices.

Supports the Client Reporting team by executing operational tasks, vendor file transmissions, data validation, reporting, UAT, and exception analysis for client statements and regulatory communications. The role also supports audits, improves processes, and strengthens risk oversight and operational efficiency. Success requires analytical problem-solving, Excel proficiency, effective prioritization, communication, and collaboration across internal and offshore teams.

Provides high-level administrative support to an EVP and leadership team, including calendar and inbox management, meeting and event coordination, heavy travel arrangements, expense processing, document preparation, communications, and confidential executive support. The role serves as a gatekeeper and resource for executives, coordinates logistics across time zones, and manages onsite support in Austin Monday through Thursday.