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Lead and coordinate program delivery as the Release Train Engineer for complex IT initiatives. Manage program budgets, demand intake, risks, dependencies, and vendor relationships while ensuring adherence to SDLC and enterprise governance. Provide status reporting, guide project managers and scrum masters, and drive alignment to portfolio objectives and OKRs.

Lead cloud-native application development and architecture, ensuring scalable solutions, troubleshooting, and collaboration across teams in a large-scale cloud transformation at LPL Financial.

Lead execution of advisor-affiliation strategic initiatives: develop project plans, manage cross-functional stakeholders, track performance and risks, implement change management, and report results to senior leadership while creating frameworks and continuous improvement.

Lead advisor transitions to LPL by consulting on business structure, creating transition strategies, delivering in-depth training on LPL technology, supporting repapering and account setup, tracking openings/funding, troubleshooting issues, and coordinating cross-functional teams to ensure a seamless move from prior broker-dealers.

Lead and develop a team of Supervisory Principals overseeing advisor supervision and centralized product reviews. Manage talent, service levels, escalations, risk-based reporting, regulatory interpretation, process improvements, and cross-functional collaboration. Drive special projects, advise on regulatory requirements, identify policy/control gaps, and report corrective actions to management.

Lead enterprise M&A data architecture and integration: perform technology due diligence, define target-state and integration roadmaps, drive cloud modernization, application/platform rationalization, data harmonization, governance, and large-scale program delivery to realize value from mergers and acquisitions.

Support Advisor M&A deal teams by preparing valuations, transaction analyses, due diligence materials, and ongoing reporting. Maintain transaction and pipeline data (including Salesforce), manage recurring and ad-hoc analytics, and help improve processes. Gain exposure to deal structures, financing, and advisor acquisition trends while supporting high-volume deal activity and team decision-making.

As an Associate Financial Advisor, you will support experienced advisors in developing comprehensive financial plans, client relationships, and investment strategies while adhering to compliance requirements.

Lead end-to-end quality governance for a large migration: define acceptance criteria (including AI-generated PRs), own Go/No-Go checklists, run weekly remediation triage, track core quality metrics, coordinate across tracks, govern vendor/UAT sign-off, and set defect-escape thresholds for cutover decisions. Role is governance-focused, not test execution.

Lead development and execution of LPL's outsourced wealth solution strategy for banks and credit unions. Drive policy, process, product, and onboarding improvements; establish and report program KPIs; partner with cross-functional teams to scale wealth programs; analyze industry trends and maintain business intelligence frameworks to inform strategy and client experience enhancements.