What are the responsibilities and job description for the Scrum Master II (AVP) position at LPL Financial?
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:
The Enterprise Program Management Office (EPMO) serves as the technology agile and portfolio management organization at LPL. The purpose of EPMO is to enable best practices and drive planning and execution activities that unlock the flow of value and create transparency into capacity across the organization. EPMO supports LPL product delivery by providing services to business partners and Solution Delivery Teams. EPMO manages a suite of services that includes support, delivery, implementation, and monitoring to ensure the efficient execution of critical initiatives for internal customers.
Excited to learn more? If so, then this could be the role for you! LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.
The AVP, Scrum Master II is responsible for providing program management support to project teams. This role supports the following EPMO service offerings:
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:
$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
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:
The Enterprise Program Management Office (EPMO) serves as the technology agile and portfolio management organization at LPL. The purpose of EPMO is to enable best practices and drive planning and execution activities that unlock the flow of value and create transparency into capacity across the organization. EPMO supports LPL product delivery by providing services to business partners and Solution Delivery Teams. EPMO manages a suite of services that includes support, delivery, implementation, and monitoring to ensure the efficient execution of critical initiatives for internal customers.
Excited to learn more? If so, then this could be the role for you! LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.
The AVP, Scrum Master II is responsible for providing program management support to project teams. This role supports the following EPMO service offerings:
- Program Epics Management
- Quality Management
- Reporting
- Benefits Management
- Governance of processes, standards, etc.
- 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 vs Load
- 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
- Capacity Planning
- 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
- User Story Burndown
- Story Points
- Velocity
- # Points Committed
- # Points Completed (Velocity)
- Points Carried Forward
- Average Velocity
- % Say vs. Do / Commit to Complete Ratio
- Say vs. Do Rolling Avg (5 sprints)
- User Story Spike Rate
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
- 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
- Agile certification
- Experience working for financial services company
- Experience working with data engineers as development team
$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
Salary : $112,682 - $187,872