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Partner with financial advisors to drive adoption of LPL fee-based platforms via consultative engagements, platform education, case consultations, point-of-sale support, and practice analysis. Maintain an opportunity pipeline in Salesforce, meet weekly engagement targets, and work hybrid with in-office presence twice weekly.

Senior individual-contributor architect who defines and drives enterprise-scale trading platform architecture. Lead modernization to cloud-native, API-first microservices and event-driven systems on AWS; integrate AI/ML and blockchain capabilities; produce architecture blueprints, governance, and Architecture-as-Code artifacts; engage executives and domain teams to align strategy, standards, and reusable platform foundations across broker-dealer, advisory, and models trading domains.

As an Associate Financial Advisor, support clients in financial planning, develop investment strategies, and help grow client relationships while adhering to compliance standards.

Optimize the insurance platform through partner performance management, data analytics, dashboards, integrations, and process improvements. Liaise with BGAs, carriers, and internal teams to improve advisor experience, placement rates, and operational efficiency while supporting technology rollouts, marketing coordination, and strategic platform expansion.

The AVP, AI Product Manager will lead product management for advisor-facing AI solutions, overseeing the development lifecycle, validating solutions, and ensuring compliance while maximizing business impact.

Develop and manage scalable client-facing digital learning assets and events for the Client Readiness Program. Design e-learning, microlearning, and video content; partner with SMEs; maintain content governance; run webinars and community events; measure outcomes and iterate using analytics and AI-enhanced tools.

Serve as an HR Business Partner for Linsco and L&S business lines, supporting field and home-office employees. Implement People programs, manage performance processes, advise leaders on employee relations, collaborate on cross-functional projects, analyze workforce data, and deliver creative solutions to complex HR issues to drive engagement, retention, and development.

The AI Platform Enablement Analyst will create tools, templates, and reference implementations for engineers to easily adopt AI technologies in their development processes, enhancing the overall developer experience.

Serve as a relationship manager and strategic consultant to bank and credit union wealth programs. Support growth initiatives, advisor recruiting and retention, performance analysis, implementation of strategic and technology initiatives, and promote risk/compliance to drive program profitability and client outcomes.

Support and manage the territory sales pipeline for LPL affiliation models (Linsco, RIA, Strategic Wealth). Own advisor segments from outreach through transition, coordinate recruiters and subject-matter experts, create pitch decks and pro formas, resolve deal issues, maintain competitive intel, and partner with RD, marketing, and product teams to optimize conversions.