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:
The Principal M&A Architect is responsible for leading, analyzing, and designing the Enterprise Data Architecture (EDA) for the Merger and acquisition (M&A) group, which supports our extraordinary company growth projections and digital experiences vision.
Responsibilities:
Strategic M&A Architecture Leader with extensive experience leading technology due diligence, integration strategy, target-state architecture, and business transformation initiatives associated with mergers, acquisitions, divestitures, and strategic partnerships. Proven ability to align business objectives, technology platforms, data assets, and operating models to accelerate value realization and reduce integration risk.
Core Contributions:
M&A Strategy & Technology Due Diligence – Led end-to-end technology assessments for mergers, acquisitions, and divestitures, evaluating application portfolios, infrastructure, data platforms, cybersecurity posture, technical debt, and integration complexity to inform investment decisions and transaction structuring.
Integration Architecture & Value Realization – Defined target-state architecture, integration roadmaps, and transition strategies to enable seamless consolidation of business capabilities, applications, data, and technology platforms while accelerating synergy realization.
Enterprise Architecture Leadership – Directed cross-functional architecture teams across business, application, data, cloud, security, and infrastructure domains to ensure alignment with enterprise standards, modernization objectives, and future-state operating models.
Application & Platform Rationalization – Led application portfolio assessments, capability mapping, and platform consolidation efforts to eliminate redundancies, reduce operational costs, and improve technology efficiency following acquisitions.
Data & Business Process Integration – Designed strategies for customer, financial, operational, and regulatory data integration while harmonizing business processes across acquired organizations to support scalable enterprise operations.
Risk, Governance & Compliance – Evaluated technology, operational, cybersecurity, and regulatory risks during transaction lifecycles and established governance frameworks to ensure compliance, resiliency, and business continuity.
Stakeholder & Executive Engagement – Partnered with C-suite executives, business leaders, product organizations, and technology teams to align integration priorities, investment decisions, and transformation roadmaps with enterprise strategic objectives.
Cloud & Modernization Strategy – Drove post-acquisition modernization initiatives, including cloud migration, platform standardization, API enablement, data transformation, and adoption of strategic enterprise capabilities.
Operating Model Transformation – Defined future-state organizational, process, and technology operating models to enable scalable growth, improve customer experience, and support long-term business objectives.
Program Leadership – Managed large-scale integration programs and multi-year transformation roadmaps, ensuring successful delivery of critical milestones, effective risk management, and measurable business outcomes.
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 and team-oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements:
10+ years of hands-on design and implementation experience in enterprise architecture landscape
5+ years experience migrating legacy platforms to modern data platform
5+ years of experience in designing and building SQL, no-SQL, big data, GraphDB, APIs, Kafka, and streaming solutions.
3+ years of experience in the following technical disciplines: application development, middleware, database management or operations, security, integration
Core Competencies:
Proficiency in defining current and future state Data Architecture models.
In depth knowledge of cloud data platforms AWS(Primary) and Azure(Secondary). At least one cloud certification is required.
Experience and expertise in designing, implementing or maintaining the following: Master Data Management solutions, Data Marketplace solutions, Data Science Platforms and Productizing Data, Enterprise Analytics solutions.
Experience/exposure with one or more Neural Networks, machine learning, deep learning and NLP tools and frameworks.
Experience migrating monolith on-prem applications to the cloud using Refactoring, Rearchitecting and Re-platforming approaches, including 12-factor. At least one industry-recognized tool/framework/certification is required.
Experience in DevOps tools, automated deployments and containerization. At least one industry-recognized tool/framework/certification is required.
Excellent communication skills that translate business problems in technical solutions
Consult with customers to solve business problems by adapting current technology and/or capitalizing on emerging technology for competitive advantage to meet the strategic objectives of M&A
Conduct demonstrations and presentations to executive management of prototypes and proofof-concepts.
Understanding of agile methods (SAFe) and processes, and capability of supporting agile product teams by providing advice and guidance on opportunities, impact and risks, taking account of technical and architectural debt
Preferences:
More than 5+ years of experience in designing and building SQL, no-SQL, big data, GraphDB, APIs, Kafka, and streaming solutions is highly preferred
Previous proven M&A Enterprise Architecture experience to include contributing to and/or progressing the following: Mergers & Acquisitions • Technology Due Diligence • Enterprise Architecture • Integration Strategy • Application Rationalization • Cloud Transformation • Data Architecture • Target-State Architecture • Platform Modernization • Operating Model Design • Cybersecurity Assessment • Program Governance • Business Capability Mapping • Stakeholder Management • Value Realization
Practice including Stewardship and Life Cycle Management
AWS Certification
Pay Range:
$163,667.00 - $272,847.00Actual 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
- 10+ years of hands-on design and implementation experience in enterprise architecture landscape
- 5+ years experience migrating legacy platforms to modern data platform
- 5+ years of experience in designing and building SQL, no-SQL, big data, GraphDB, APIs, Kafka, and streaming solutions
- 3+ years of experience in application development, middleware, database management or operations, security, integration
- In depth knowledge of cloud data platforms AWS (Primary) and Azure (Secondary)
- At least one cloud certification is required
- Experience and expertise in Master Data Management, Data Marketplace, Data Science Platforms, and Enterprise Analytics solutions
- Experience/exposure with neural networks, machine learning, deep learning and NLP tools and frameworks
- Experience migrating monolith on-prem applications to the cloud using refactoring, rearchitecting, and re-platforming approaches, including 12-factor (industry-recognized tool/framework/certification required)
- Experience in DevOps tools, automated deployments and containerization (industry-recognized tool/framework/certification required)
- Excellent communication skills translating business problems into technical solutions
- Understanding of agile methods (SAFe) and ability to support agile product teams
- Previous proven M&A Enterprise Architecture experience (technology due diligence, integration strategy, application rationalization, cloud transformation)
- Practice including stewardship and life cycle management
- AWS Certification
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.
-
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.
-
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.
-
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.








