VP Financial Planning Analysis Jobs in South Carolina

INTRODUCTION

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Why Investor Experience Technology?

Investors, the end-client of financial advisors, are demanding personalized experiences tailored to their needs, lifestyle, and financial goals. Investors expect seamless and user-friendly access to tools and information across devices and through their financial advisors. The Investor Experience technology team is critical to deliver this vision, and we will do this by empowering our workforce to align with our strategy and making substantial investments in technology modernization. You will be part of a highly motivated engineering team that’s leveraging cutting-edge technology to deliver world-class products and services to end investors, driving positive investor engagement and, ultimately, success for our advisor clients.

Job Overview:

We are looking for a Vice President II of Software Engineering Delivery at LPL Financial who will play a pivotal role in leading and shaping the technology organization. This role will provide technical leadership while collaborating with Business and Product teams on the vision-setting through to the implementation of the next level of our advisor digital platform. In this role, you will be responsible for the delivery of deep customization, scalability, and streamlined experience for advisors, end-investors and institutions. This role will require working with key stakeholders to deliver set vision and integrated capabilities via self-service on the investor-facing platforms and experiences. Successful candidate will focus on fostering engineering excellence and leading high-performing teams with an open innovative culture. Work with a dynamic high caliber, cross functional team including engineering, product and design to create world class products. Lead the team in an empowering environment to create high-quality solutions.

Lead the engineering team to successfully deliver technology solutions including standards, pre-production environments, and development tools. Drive and support AI Enablement & Engineering Transformation. Lead the adoption of AI-assisted software development practices (e.g., code generation, automated testing, developer copilots) to improve productivity and code quality.

In addition, this positions partners with other agile team leaders to share learning, mitigate technical dependencies, plan for capacity needs and establish practice consistency between agile teams. Activities will also include daily oversight of development quality, partnering with solution architecture to establish patterns that the progress the teams towards scalable platforms.

Responsibilities:

• Team Management: The Software Development Manager is responsible for managing a team of software developers and ensuring that they are productive, motivated, and aligned with the goals of the technology organization. Recruit, coach and manage the software engineering roles across product teams.

• Project Management: The Software Development Manager is responsible for overseeing the development and delivery of software projects. They are responsible for managing timelines, budgets, and resources, and ensuring that projects are delivered on time, within budget, and to the required quality standards.

• Technical Expertise: The Software Development Manager is expected to have a deep understanding of the technology stack used in LPL Financial Services and be able to provide technical guidance to their team members. They are expected to keep up to date with the latest technologies and best practices.

• Stakeholder Management: The Software Development Manager is responsible for managing relationships with internal and external stakeholders. This includes collaborating with other departments within the organization, as well as managing relationships with vendors, clients, and partners.

• Risk Management: The Software Development Manager is responsible for identifying and mitigating risks associated with software development projects. They need to ensure that appropriate controls are in place to manage risks related to cybersecurity, data privacy, and compliance with regulatory requirements.

• Strategic Planning: The Software Development Manager is responsible for contributing to the strategic planning process of the organization. They need to be able to identify opportunities for technology to drive business growth and identify potential risks associated with emerging technologies.

• Continuous Improvement: The Software Development Manager is responsible for driving continuous improvement in the software development process. They need to be able to identify areas for improvement and implement changes that drive greater efficiency, productivity, and quality.

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 can execute in a way that encourages creativity and continuous improvement.

Requirements

• BS in Computer Science or equivalent experience
• Experience leading multiple development teams across various value streams providing nurturing leadership and talent development efforts for successful project delivery, application, and platform support.
• Build cross-functional rapport with other leaders in the Technology and Product organizations for help navigating through dependencies, risk mitigation and triage of issues to resolution.
• Have a deep, hands-on understanding of cloud architecture and design, with an emphasis on secure, distributed hybrid cloud platforms.
• Very strong understanding of large databases/data warehouses and data architecture
• Have a deep understanding of API design, the difference between platform design and application design, and the tooling to create modern APIs.
• Strong Object-oriented Principles in a common OOP language framework such as C# / .Net.
• Act as a mentor and lead on a cross-functional team that includes business analysis, and engineering.
• Ensure all engineering designs and model architecture align with enterprise standards.
• Work across business, product and technical teams to deliver solutions that drive commercial impact.

Preferences:

• Cloud technology solution experience: AWS certifications preferred
• Financial-industry experience, particularly in wealth & asset management organization
• Strong Executive Presence, excellent oral and written communication skills
• Ability to convey technical solutions to the entire organization and experience working with senior leader of the firm to drive positive outcomes.
• Drive integration of AI capabilities into the platform, enhancing personalization, insights, and client experience.
• Establish standards and guardrails for responsible AI usage, including data privacy, model governance, and regulatory compliance.
• Identify opportunities to leverage machine learning, predictive analytics, and automation to modernize workflows and reduce manual effort.
• Partner with enterprise AI, data, and architecture teams to align with LPL’s broader AI strategy and reusable capabilities.
• Upskill engineering teams on AI/ML concepts, tools, and best practices to build a future-ready workforce.

Core Competencies:

• Strong analytical and problem-solving skills
• Ability to interface with customers to gather business needs and to present solutions
• Capable of effectively planning, prioritizing and executing tasks utilizing resources and tools
• Experience using Agile – champion Agile Manifesto within the team

Pay Range:

$192,095.00 - $320,227.00

Actual 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, 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.

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.

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.