Client Readiness Engineer

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.

We are currently looking to hire a   Client Readiness Engineer   within our Advisor Affiliate Technology Support team. This position is critical for launching new offices for our Advisors and supporting the technology needs of new hires within our client base.   This person will work with various technology and business teams, as well as our customers, to ensure the   accurate   and   timely   setup and delivery of hardware for onsite deployment teams. This includes configuration and/or imaging, testing, troubleshooting, documentation, inventory management, asset tracking,   shipping   and receiving, and other activities related to remote office deployments.   This is an onsite position in our Fort Mill, SC office.   Ability to travel ~10%   Responsibilities   Coordinate end-to-end technology readiness for advisor office launches and client new hires, ensuring equipment is delivered accurately and on schedule.   Partner with recruiting, onboarding, deployment, engineering, and business teams to provision technology from offer acceptance through start date.   Image and   provision   Windows endpoints using Microsoft Configuration Manager (SCCM),   Microsoft   Intune,   deployment task sequences, scripts, and standardized build processes.   Configure endpoint hardware, user profiles, productivity software, security tools, and business applications.   Configure and stage   additional   technology including IP phones, routers, switches, wireless equipment, printers, and other office technology.   Perform functional testing, quality assurance, and troubleshooting to ensure   deployment   readiness.   Diagnose hardware failures and coordinate warranty repair or replacement with vendors.   Manage inbound and outbound   logistics   including shipping, receiving, packaging, and equipment tracking.   Maintain inventory accuracy through routine audits, stock management, labeling, and inventory organization.   Track hardware throughout its lifecycle by documenting serial numbers, asset assignments, and disposition activities within IT Asset Management (ITAM) systems.   Partner with Asset Management on technology refresh, equipment recovery, end-of-life processing, and environmentally responsible asset disposition.   Maintain   accurate   operational documentation,   procedures   and knowledge articles.   Support technology distribution and recovery activities for new hires, existing employees, and offboarding personnel.   Identify   opportunities to improve operational efficiency through process automation, standardization, and continuous improvement initiatives.   Deliver exceptional customer service while supporting advisors, internal employees, and deployment teams.   What are we looking for?   We are   seeking   a highly organized, customer-focused technology professional who thrives in a fast-paced operational environment. The ideal candidate enjoys building efficient processes, solving technical challenges, and   ensuring   every deployment is completed with accuracy and attention to detail. They are comfortable working independently while collaborating across multiple technical and business teams and are committed to delivering an exceptional client experience.

Minimum 2 years of experience supporting Windows desktop environments.   Minimum 2 years of endpoint deployment, provisioning, imaging, or desktop engineering experience.   Experience with Microsoft Configuration Manager (SCCM) or equivalent endpoint management platforms.   Experience with inventory control, asset management, or hardware