Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience—shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win—clients, LPL, and most importantly, our employees. If you’re ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. As a senior technology asset management authority, this role offers the opportunity to shape enterprise-wide governance, optimize technology investments, and influence strategic decisions that drive measurable impact across the organization. Job Overview: The AVP, Technology – IT Asset Management serves as the enterprise authority for asset governance, lifecycle optimization, software licensing strategy, compliance oversight, and technology risk reduction. Operating as a AVP team leader, this role partners with Technology, Cybersecurity, Finance, Vendor Management, and Architecture to support decisions that maximize technology value, minimize operational and financial risk, and strengthen audit and regulatory readiness. Responsibilities: Serve as the senior SME, Team Lead and authoritative advisor for enterprise IT Asset Management across software, hardware, and supplier domains. Establish and influence ITAM governance structures aligned with enterprise architecture, cybersecurity standards, and regulatory frameworks. Define lifecycle frameworks, audit controls, asset data standards, and policies that ensure accuracy, compliance, and operational excellence. Lead roadmap development to advance the maturity of the ITAM program. Oversee high‑value licensing portfolios and provide financial impact analysis, risk assessments, and optimization recommendations. Lead enterprise lifecycle strategies using asset data insights and risk modeling. Conduct complex license reconciliations, enterprise audits, and regulatory readiness assessments. Lead ITAM due diligence, asset discovery, entitlement validation, and integration planning for mergers and acquisitions. Evaluate inherited environments for compliance exposure, licensing gaps, lifecycle constraints, and cybersecurity risks. Lead cross‑functional initiatives related to asset optimization, cost management, vendor governance, and technology lifecycle transformation. Provide advanced analytics, executive-level reporting, and ITAM tooling strategy recommendations including automation and integrations. 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: 8+ years of experience leading enterprise IT Asset Management, Software Asset Management, or Hardware Asset Management functions. 5+ years of hands-on experience interpreting and managing software licensing constructs (e.g., Microsoft, Oracle, Adobe, VMware). Experience supporting ITAM workstreams within at least one merger or acquisition, including due diligence and integration activities. Bachelor’s degree in Information Technology, Business, or a related field, or equivalent work experience. Proficiency in financial analysis related to technology assets, including cost modeling and optimization assessments. Leadership and Management Experience. Core Competencies: Enterprise Influence Strategic Execution Risk & Compliance Leadership Technical Mastery Business Acumen Adaptability & Prioritization Collaboration Preferences: Experience with ServiceNow SAMPro/HAMPro. IAITAM certifications such as CITAM, CHAMP, CSAM, or CAMSE. Project management certifications such as PMP, PRINCE2, or Agile. Experience leading data governance, CMDB alignment, or automation initiatives. Pay Range: $98,674.00 - $164,388.00 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 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

AVP, Technology – IT Asset Management.

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