Salesforce Technical Lead - Job Description
LPL Financial is the nations largest independent broker/dealer and fourth largest broker/dealer with more than 16,000 independent financial advisors in more than 4,000 branch offices nationwide. LPL Financial has been ranked the number one broker/dealer in its class consistently over the past 10 years. Financially strong and growing, its corporate offices are in Boston, San Diego, and Charlotte.
AVP, CRM Solution Lead is a key leadership role in LPL Digital Marketing & Sales technology department responsible for leading CRM technical solution strategy, solution design and development. The Technical Lead in partnership with Technical Platform Manager will execute the technology roadmap supporting multiple business units and product groups. The person will lead a team of onshore and offshore developers responsible for new systems system enhancements to major system projects. The position will be responsible for the architecture, design, development and ongoing support of Salesforce CRM and other technologies related to Salesforce.
The successful candidate will have excellent verbal and written communication skills along with a demonstrated ability to meet schedules and multi-task. This position requires strong attention to detail and an ability to build relationships with all levels within the organization. The environment is fast paced and dynamic, requiring the ability to respond quickly to changing priorities across multiple projects. After hours and weekend work is occasionally required.
Duties and responsibilities
Designing, developing and implementing Salesforce CRMs and Salesforce Marketing Cloud platforms. Planning and creating technical roadmaps for the overall CRM environment.
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nations 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 and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning lifes 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 @lpl.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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.Posted 3 Days AgoFull timeR-008653
As the nations leading independent broker-dealer*, we offer an
integrated platform of proprietary technology, brokerage, and
investment advisor services to more than 14,000 financial
advisors and approximately 700 financial institutions, enabling
them to help their clients turn life's aspirations into financial
realities. We also support more than 4,000 other financial
advisors with customized clearing solutions, advisory
platforms, and technology.
Weve told you what we do for our customers, but what can we
do for you?
Well provide you with a work environment that encourages your
creativity and growth, a leadership team thats supportive and
responsive, and the opportunity to create a career that has no
limits, only amazing potential.
*As reported by Financial Planning magazine, June 1996-2017,
based on total revenue.