Avp - Technical Solutions Lead Avp - Technical Solutions Lead …

LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Avp - Technical Solutions Lead
AVP - Technical Solution Lead San Diego/en-US/External/job/San-Diego/AVP---Technical-Solution-Lead_R-008653/apply

Salesforce Technical Lead - Job Description

Company 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.

Position Description:

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.

  • Responsible for leading full life-cycle implementation of Salesforce CRM and Platform Solutions practicing cloud native, micro-services architecture principles.
  • Lead and own all technical aspects of Salesforce CRM and Salesforce Marketing Cloud implementations and / or customizations including data migrations, data quality, systems integrations and custom development.
  • Firm understanding of Salesforce Lightning: developing Lightning Components - both within the Salesforce Lightning Design System and by writing custom Lightning Components
  • Manage development teams using Visualforce, Apex, Java, AJAX, and other technologies to build customized solutions that support business requirements and drive key business decisions.
  • Provide technical leadership, setting best practices (e.g., integration and application development, deployment, testing, iterative refinement)
  • Define, communicate, and manage a change management (release) process to develop and implementing CI/CD pipeline for continuous releases
  • Analyze current state business processes and Identify ways to utilize SFDC to improve business processes and productivity, and make recommendations to support an organization scaling at a rapid pace.
  • Execute projects applying Agile Scrum and Agile SaFE methodologies for faster and iterative delivery.
  • Mentors developers on the team and maintain a positive work environment as well as continually review the software development process and identify areas that need improvement.
  • Partner with platform manager to identify, evaluate and execute projects meeting business and product teams goals and requirements.


  • BA/BS degree in Computer Science or related degree and experience.
  • Have overall 10+ years of experience in IT development
  • Have 5-7+ years of hands on experience as Salesforce CRM developer in large scale implementations with over 1000 users
  • Demonstrated ability to create a positive and professional business relationship with internal and external clients & vendors.
  • Preferred Salesforce certifications: Technical Architect, Salesforce Certified Platform Developer II, Advanced Developer, Salesforce Certified Platform App Builder, Salesforce Certified Integration Architecture Designer, Certified Marketing Cloud Consultant, Certified Service Cloud Consultant
  • Experience with Salesforce marketing cloud or any marketing cloud is added advantage
  • Experience with Microsoft CRM Dynamics or any other CRM is added advantage
  • Outstanding oral, technical and written communication skills and ability to thrive in a fast-paced and entrepreneurial setting is essential.
  • Demonstrated experience in:
  • Software development and testing methodologies, practices, and tools.
  • Project management methodologies, practices, and tools.
  • Working with teams spread across multiple geographic locations
  • Problem solving techniques and tools.
  • Team leadership skills, practices, and behaviors
  • The analysis of business process, workflow, data analysis and modeling.

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.

Our Culture:

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.