VP, M&A Solution Lead

Why This Role Matters

The VP, M&A Solution Lead is pivotal in realizing the full value of M&A and Partner Integrations, ensuring that business objectives are met, risks are managed, and solutions are delivered with quality and speed. This role bridges technical and business domains, driving innovation and operational excellence across the organization.

Job Overview

The VP, M&A Solution Lead is responsible for orchestrating the design, development, and deployment of integrated solutions for large-scale M&A and Partner Integration initiatives. This role requires deep cross functional collaboration, strategic vision, and hands on leadership from ideation through production deployment, ensuring seamless integration across business domains and technology platforms.

Key Responsibilities

• End-to-End Solution Ownership: Lead the full lifecycle of solution delivery, from initial ideation and requirements gathering to production deployment and post-launch support.

• Cross-Domain Collaboration: Facilitate collaboration among IT, Operations, Compliance, Product, and external partners to ensure unified understanding and alignment on solution objectives.

• Journey Mapping & Process Design: Collaborate with UX to develop detailed journey maps and process flows that capture business requirements, integration points, and user experiences across domains.

• Architecture & Solution Design: Partner with Dev Leads, Enterprise, Solution and Infrastructure Architects to architect scalable, robust solutions, including data flows, integration patterns, and technical specifications. Ensure alignment with enterprise architecture standards and compliance requirements.

• Integration and Data Contract Management: Define and document integration points and data contracts between systems, ensuring data accuracy, security, and operational readiness. Oversee data migration and remediation efforts as needed.

• Implementation Tracking: Establish and monitor KPIs for integration success. Track progress, manage risks, and provide regular status updates to senior leadership and stakeholders.

• E2E Testing & Quality Assurance: Drive the development and execution of comprehensive E2E test plans, collaborating with quality engineering teams to validate solution integrity and user experience.

• Continuous Improvement: Identify opportunities for process optimization and efficiency gains. Lead post-integration reviews and implement lessons learned for future projects.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Minimum of 10 years in solution architecture, integration leadership, or program management roles within large enterprises or consulting environments.

• Minimum of 3 years experience with M&A integrations, partner onboarding, and large-scale transformation initiatives.

• Experience with tools such as Jira, Lucidchart, and enterprise data management platforms.

• Bachelor’s or Master’s degree in Computer Science, Engineering, Business, or related field.

Core Competencies:

• Strategic Integration & Problem Solving: Ability to see the big picture, prioritize critical tasks, and solve complex integration challenges rapidly.

• Project Management: Proven experience managing large-scale, cross-functional projects, including resource allocation, timeline management, and risk mitigation.

• Technical Acumen: Strong understanding of enterprise architecture, data integration, and solution design principles. Familiarity with modern integration technologies (APIs, microservices, middleware) and regulatory requirements.

• Stakeholder Management: Excellent communication and interpersonal skills to build consensus, manage expectations, and influence outcomes across diverse teams.

• Process & Data Flow Design: Experience in mapping business processes, designing data flows, and documenting integration requirements.

• Testing & Quality Assurance: Deep knowledge of E2E testing strategies, defect management, and quality assurance best practices.

• Change Management: Ability to drive change, manage resistance, and ensure adoption of new processes and systems.

Pay Range:

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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