AVP, Advisor Cloud Office Manager

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Leader of the Advisor M365 Cloud team is a full-time AVP position in the Digital Workplace organization. This role will lead a team of engineers and support staff in the planning, design, and ongoing management of the company’s Messaging, Collaboration, and M365 offerings to our Advisors. This includes driving the successful migration from on-premises to Exchange Online. To be successful in this people leader role, you will be deeply engaged technically in the process of defining, creating, deploying, and managing the solution offerings in the M365 ecosystem for our Advisors, including integrating with external tools and capabilities.

Responsibilities:

• Foster a culture of coaching, learning and development within the team

• Assist with the migration from a single on premises Exchange organization to multiple distinct M365/EXO tenants

• Assist with developing roadmaps, governance, processes, and policies aligning to business and IT strategy of future Cloud Office offerings

• Collaborate with Product Management to define the future roadmap and M365 offerings within the Cloud Office space

• Act as liaison with Compliance and Regulatory teams

• Drive automation for all stages of the migration and common/standard workflow requests, including integration with ServiceNow

• Prioritize deliverables including project and BAU activities

• Provide Critical Incident support

• Manage and act as the on-call rotation escalation point for deployed M365 components

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:

• Degree in a related field or equivalent IT work experience (10+ years)

• 5+ years in a people leader role, including experience managing near-shore and off-shore vendor resources

• 10+ years of experience in Enterprise level Microsoft Exchange environments, both on-premises and Exchange Online, including migrations

• 5+ years of experience creating and modifying PowerShell scripts for on-premises AD and M365 components, including Graph API

Preferences:

• Relevant, current technical certifications are encouraged

• Experience designing, engineering, implementing, and managing multiple Azure tenants

• Ability to explain technical procedures in business terms for non-technical stakeholders

• Hands-on experience working in complex infrastructure environments in a highly regulated industry

• Experience with Jira and Confluence a plus

#LI-Hybrid #LI-PA

Pay Range:

$109,200.00 - $182,000.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.