Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
We are seeking a highly skilled Individual Contributor (IC) to design and implement agentic AI solutions on the LPL Data Experience (LDX) platform. This role is ideal for a self-driven engineer who thrives in a fast-paced environment, learns quickly, and delivers innovative solutions with minimal guidance.
You will build AI-first, agentic frameworks that automate data governance, exception tracking, reconciliation processes, and lifecycle management across multiple domains. These solutions will integrate seamlessly into LDX, enabling users to review exceptions, configure rules, and visualize reconciliation results through intuitive UI components.
This is a hands-on development role—you will own the design, coding, deployment, and optimization of AI-driven workflows on AWS, leveraging modern orchestration frameworks, LLM-based intelligence, and ML engineering practices integrated into the SDLC.
Responsibilities:
Embed AI-first and ML engineering principles into SDLC, ensuring intelligent automation and predictive capabilities are considered from design through deployment.
Design and develop agentic AI solutions for:
Data governance tracking and compliance monitoring.
Exception detection and resolution across multiple data domains.
Reconciliation frameworks using rule-based and AI-driven logic.
Lifecycle management workflows for investor and operational domains.
Build intelligent agents that apply rules or adaptive intelligence to automate exception handling and reconciliation.
Develop APIs and microservices using Python (FastAPI) and .NET Core for agentic workflows.
Integrate AI workflows with LDX UI components built in Angular for user review and configuration.
Implement event-driven architectures using AWS EventBridge, Lambda, and Step Functions for real-time orchestration.
Deploy and manage LLMs (Claude, GPT, Amazon Titan) via AWS Bedrock and integrate RAG pipelines using LangChain or Haystack.
Build knowledge bases and embedding models for contextual reasoning using vector databases (Pinecone, OpenSearch).
Apply memory management techniques for multi-agent orchestration (short-term and long-term memory persistence).
Ensure observability and reliability using AWS CloudWatch, X-Ray, and Dynatrace.
Implement security best practices (IAM, KMS, encryption) and compliance frameworks (SOC2, GDPR).
Build automation frameworks using UiPath or RPA tools to complement AI-driven workflows.
Optimize for performance, scalability, and cost efficiency in AWS deployments.
Stay current with emerging AI orchestration frameworks, LLM technologies, and cloud-native patterns.
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:
5+ years of experience in software development with a strong focus on AI/ML integration and intelligent automation.
3+ years of hands-on experience building agentic AI solutions and multi-agent orchestration workflows.
5+ years of proficiency in:
Backend: Python (FastAPI), .NET Core.
Frontend: Angular for UI integration.
3+ years of experience with AWS Agent core, AWS Bedrock, SageMaker, Lambda, Fargate, Step Functions, EventBridge, Glue, S3.
3+ years of strong understanding of ML engineering practices, including model lifecycle management and AI-first SDLC integration.
Preferences:
Familiarity with LLMs (Claude, GPT, Titan) and RAG pipelines using LangChain, Haystack, and vector databases.
Strong understanding of data governance principles, lifecycle management, and compliance frameworks.
Experience implementing security best practices for AI workflows.
Hands-on experience with Infrastructure as Code (Terraform) and CI/CD pipelines.
Familiarity with observability tools (CloudWatch, Dynatrace, X-Ray).
Experience leveraging AI-powered developer tools (Cursor, GitHub Copilot).
Experience building automation frameworks using UiPath or RPA tools (nice to have).
#LI-Hybrid
Pay Range:
$146,900.00 - $244,900.00Actual 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.
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 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.
EAC 5.19.26
Skills Required
- 5+ years of experience in software development
- 3+ years of hands-on experience building agentic AI solutions
- 5+ years of proficiency in Python (FastAPI) and .NET Core
- 3+ years of experience with AWS services
- 3+ years of understanding of ML engineering practices
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
