Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

Technology at LPL Financial enables advisors to focus on their clients by delivering reliable, scalable platforms and data capabilities across the enterprise. Within the Reference Data organization, the Product, Security & Pricing SOR (System of Record) team builds and maintains foundational data services that support product, security, and pricing use cases across the firm.

The AVP, Scrum Master II partners with the Product Owner, Tech Lead, and Release Train Engineer (RTE) to help one or more agile delivery teams plan, execute, and improve within the SAFe model. This role sits in Technology and is accountable for team flow, transparency, and predictable delivery — not for owning the technical solution itself.

You will coach the team through PI (Planning Interval) and iteration cadence, keep Jira and Confluence accurate as the source of truth, surface risks and dependencies early, and produce the reporting leaders and partners need to make informed decisions.

Responsibilities:

• Facilitates and drives the team through the agile ceremonies –foster a Lean-Agile leadership including (PI Planning at the team level, Iteration Planning, Standup, Retro, Inspect and Adapt Workshop, Iteration Review and Demo)
• Release Planning and Execution
• Ensure agreement and transparency across team including up to the RTE
• Ensure JIRA is accurate and updated as required per Iteration
• Capacity planning
• Performs PI Planning prep & execution for the team
• Ensures weekly, monthly and iteration reports are produced as required/requested for the team
• Progress of PI Objectives
• Commit to Complete Ratio (not all teams are at the level of maturity) Velocity
• Backlog Revisions (meet definition of ready?) and Health (this is a product metric that some Scrum Masters review to ensure they have work planned for future iterations)
• Manages Risk/Impediment Resolution, Reporting and Escalation to RTE and Tech/Product Accountable
• Dependency Management - Able to document, track & follow-up on dependencies

Key Metrics:

• User story burndown and sprint progress
• Story points committed vs. completed (velocity and commit-to-complete ratio)
• Points carried forward and rolling say/do average (where applicable)
• PI Objective progress
• Backlog health and definition-of-ready indicators
• Impediment age and resolution rate
• Dependency status and aging

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 are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 4 year college degree, preferably in Project Management, Computer Science, Information Systems, Communications or related technical field
• 7+ years of experience managing up to two or more teams
• 7+ years experience and deep understanding of and ability to manage Project and Software Development Life Cycle(s) using Agile methodologies
• 2+ years experience working with offshore teams

Core Competencies:

• Comfortable exercising judgment and using analytical skills in ambiguous situations
• Outstanding attention to detail combined with the ability to see the big picture
• Clear, effective verbal and written communication skills including the ability to actively listen, problem solve, and communicate effectively with both technical and business users
• Ability to learn quickly and adapt to a changing environment; proactive in seeking out information when necessary
• Experience monitoring and managing vendor performance
• Experience managing requirement solution workshops
• Strong working knowledge of Microsoft Office, including Microsoft Project or similar tools
• Strong working knowledge of JIRA, Aha!, Confluence or similar tools

Preferences:

• SAFe or other Agile certification
• Experience in financial services
• Experience supporting data engineering, platform, or enterprise reference data teams
• Experience with PI Planning, ART-level coordination, and enterprise agile calendar/sprint alignment

Pay Range:

$112,682.00 - $187,872.00

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(6) , 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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.

EAC 5.19.26