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Senior Deployment Technician

LPL Financial

LPL Financial

Multiple locations
Posted on Wednesday, November 15, 2023

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

We’re expanding our Advisor Affiliates Technology team and seeking an IT Field Services Technician who will visit our Advisors at their office locations and provide technology onboarding, implementation, and support services. Our entire business is built around the Advisor experience, and technology is a major part of that – so we’re looking for extremely professional and personable individuals who are passionate about customer satisfaction. We support several different office types; everything from an Advisor’s private residence to shared coworking space, to official branch or standalone commercial space, to segments or cutouts of our corporate headquarters locations – our flexibility is a differentiator for us but means we often must provide creative solutions to challenges to ensure everything works as designed. Because of the wide range of projects and scope that we cover, this person could be tackling several smaller activities in multiple locations in a given week – or may be focused on one larger assignment for a week or longer. This position requires unique flexibility to travel throughout the US, sometimes with little notice and for lengths of time that are variable.


  • We may dispatch an IT Field Services Technician to set up the home office for an Advisor or staff that may be joining us soon in the first part of the week. If another Advisor in a relatively nearby location has reported an issue, this individual may go from the first installation to this second location for troubleshooting or remediation. To end the week, they may visit the onboarding of a newly acquired firm or business unit to lend a hand to others in similar roles if extra hands are required. At each of these engagements, all project related tasks must be updated in real-time and thorough documentation, photos, and notes taken and reported back to program management as things evolve.

  • Alternatively, we may send an IT Field Services Technician to a new official branch office we’re planning to open in a commercial space, where they will focus the entire week, or potentially longer, on all the critical pieces that are required to stand up a new office, including deploying:

    • Core network infrastructure, both wired and wireless

    • Combination of physical and soft-client phones and headsets

    • Advisor/staff workstations, including the laptops, docking stations, monitor arms and monitors, accessories and peripherals

    • Multi-function printers/copiers and/or personal desktop printers

    • TVs and screen-sharing devices in Advisor private offices

    • Videoconference units

  • If the IT Field Services Technician isn’t needed on the road, there’s still much to accomplish in the office including:

    • Building, staging and/or preconfiguring equipment for upcoming efforts

    • Asset and inventory management throughout our campus locations

    • Engaging with our helpdesk support staff to review recently completed projects for training purposes enabling them to provide better service

    • Updating program documentation or task lists to ensure we’re as efficient and effective as we can be in the field

    • Drive or support important value-add initiatives and any testing or use case development

    • Support corporate mandates and help facilitate the introduction of changes to existing tools

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.


  • 5+ years of customer service experience and/or client relationship management

  • 2+ years of troubleshooting or deploying end-user workstation technology (PC/Mac Hardware, Windows/MacOS, MS Office Suite, Business Applications, etc.)

  • Must be comfortable with business travel, quickly learning corporate travel policies and always serving as a good steward of company expenses

  • Able to work onsite with an established schedule while not traveling and sporadic hours which may include evenings and/or weekends while traveling

Core Competencies:

  • Strong communication and collaboration skills, comfortable interfacing with customers and internal teams alike

  • Trustworthy and reliable – willing to step up and help navigate through challenging situations

  • Organized and detail oriented, committed to dotting the I’s and crossing the T’s

  • Ability to work independently and function in a team environment

  • Comfortable working in a high pressure, fast-paced environment


  • Familiarity with network/telecom technologies and tools (Cat 5e/6 cabling, punch down and termination, wireless APs, network racks, racking/stacking equipment, rack installation, cable testing and diagnosis, general network troubleshooting)

  • BA/BS degree in computer science, business, or related field

  • Familiarity with IT Managed Service Provider models

  • Familiarity with IT asset management

Pay Range:


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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

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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 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 (800) 877-7210.