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 currently looking to hire a Client Readiness Engineer within our Advisor Affiliate Technology Support team. This position is critical for launching new offices for our Advisors and supporting the technology needs of new hires within our client base.
This person will work with various technology and business teams, as well as our customers, to ensure the accurate and timely setup and delivery of hardware for onsite deployment teams. This includes configuration and/or imaging, testing, troubleshooting, documentation, inventory management, asset tracking, shipping and receiving, and other activities related to remote office deployments.
This is an onsite position in our Fort Mill, SC office.
Ability to travel ~10%
Responsibilities
Coordinate end-to-end technology readiness for advisor office launches and client new hires, ensuring equipment is delivered accurately and on schedule.
Partner with recruiting, onboarding, deployment, engineering, and business teams to provision technology from offer acceptance through start date.
Image and provision Windows endpoints using Microsoft Configuration Manager (SCCM), Microsoft Intune, deployment task sequences, scripts, and standardized build processes.
Configure endpoint hardware, user profiles, productivity software, security tools, and business applications.
Configure and stage additional technology including IP phones, routers, switches, wireless equipment, printers, and other office technology.
Perform functional testing, quality assurance, and troubleshooting to ensure deployment readiness.
Diagnose hardware failures and coordinate warranty repair or replacement with vendors.
Manage inbound and outbound logistics including shipping, receiving, packaging, and equipment tracking.
Maintain inventory accuracy through routine audits, stock management, labeling, and inventory organization.
Track hardware throughout its lifecycle by documenting serial numbers, asset assignments, and disposition activities within IT Asset Management (ITAM) systems.
Partner with Asset Management on technology refresh, equipment recovery, end-of-life processing, and environmentally responsible asset disposition.
Maintain accurate operational documentation, procedures and knowledge articles.
Support technology distribution and recovery activities for new hires, existing employees, and offboarding personnel.
Identify opportunities to improve operational efficiency through process automation, standardization, and continuous improvement initiatives.
Deliver exceptional customer service while supporting advisors, internal employees, and deployment teams.
What are we looking for?
We are seeking a highly organized, customer-focused technology professional who thrives in a fast-paced operational environment. The ideal candidate enjoys building efficient processes, solving technical challenges, and ensuring every deployment is completed with accuracy and attention to detail. They are comfortable working independently while collaborating across multiple technical and business teams and are committed to delivering an exceptional client experience.
Requirements
Minimum 2 years of experience supporting Windows desktop environments.
Minimum 2 years of endpoint deployment, provisioning, imaging, or desktop engineering experience.
Experience with Microsoft Configuration Manager (SCCM) or equivalent endpoint management platforms.
Experience with inventory control, asset management, or hardware lifecycle processes.
Ability to prioritize multiple concurrent projects while meeting deadlines and demenstrate strong organizational, communication, and customer service skills.
Core Competencies
Experience in following areas: Windows 11 administration, Microsoft 365, Endpoint imaging and deployment, Hardware lifecycle management , Inventory and asset management, Desktop hardware troubleshooting, Customer service excellence and Process documentation
Must have a continuous improvement mindset, enjoy team collaboration, good time management, and be adaptable and flexibile to change
Preferred
Experience with Microsoft Intune, Autopilot, or modern endpoint management.
Experience configuring Cisco or Meraki networking equipment.
Experience configuring VoIP phones.
PowerShell or other scripting experience.
Experience with ServiceNow or ITSM platforms.
Experience with IT Asset Management (ITAM) systems.
ITIL Foundation certification.
CompTIA A+, Network+, or equivalent certification.
Experience supporting advisor or branch office deployments.
Experience working in financial services or another highly regulated industry.
Pay Range:
$33.72-$56.20/hourActual 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
- Minimum 2 years supporting Windows desktop environments.
- Minimum 2 years endpoint deployment, provisioning, imaging, or desktop engineering experience.
- Experience with Microsoft Configuration Manager (SCCM) or equivalent endpoint management platforms.
- Experience with inventory control, asset management, or hardware lifecycle processes.
- Ability to prioritize multiple concurrent projects while meeting deadlines; strong organizational, communication, and customer service skills.
- Windows 11 administration, Microsoft 365, endpoint imaging and deployment, hardware lifecycle management, inventory and asset management, desktop hardware troubleshooting, and process documentation.
- Experience with Microsoft Intune, Autopilot, or modern endpoint management.
- Experience configuring Cisco or Meraki networking equipment.
- Experience configuring VoIP phones.
- PowerShell or other scripting experience.
- Experience with ServiceNow or other ITSM platforms.
- Experience with IT Asset Management (ITAM) systems.
- ITIL Foundation certification.
- CompTIA A+, Network+, or equivalent certification.
- Experience supporting advisor or branch office deployments.
- Experience working in financial services or another highly regulated industry.
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.
