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 WalkMe Builder is responsible for designing, implementing, and optimizing WalkMe solutions that enhance user engagement and adoption of LPL Financial proprietary platforms. This role partners closely with product, design, service, and business stakeholders to develop digital adoption solutions that improve user experiences and support platform utilization. The position requires a strong understanding of WalkMe capabilities, front-end technologies, user behavior analytics, and software development practices to deliver effective and scalable solutions.

Responsibilities: 

• Develop and implement WalkMe solutions that improve user engagement and drive adoption of proprietary platforms.

• Create and configure in-app guidance, automation, and adoption features to support users through complex processes and workflows.

• Analyze user behavior data and platform insights to identify adoption challenges and optimization opportunities.

• Troubleshoot and resolve issues related to WalkMe deployments and integrations.

• Collaborate with product management, UX/UI design, service support, and other stakeholders to define and deliver digital adoption solutions.

• Ensure timely delivery of WalkMe initiatives in alignment with project objectives and timelines.

• Conduct testing and quality assurance activities to validate functionality, usability, and performance of WalkMe implementations.

• Maintain and enhance existing WalkMe content to promote consistency and improve the user experience.

• Document solutions, configurations, test results, and implementation processes.

• Support continuous improvement efforts through analysis, reporting, and solution optimization.

What Are We Looking For?

We are seeking professionals who are motivated to pursue greatness, act with integrity, are driven to help our clients succeed, consistently win together, and actively create and share joy while contributing to innovative technology solutions in a collaborative environment.

Requirements:

• 4+ years of experience building and implementing WalkMe solutions.

• Experience working in a deadline-driven software development environment.

• Experience in JavaScript, HTML, and CSS.

• Experience with front-end development frameworks and libraries such as jQuery or Angular.

• Knowledge of RESTful APIs and integration techniques.

Core Competencies:

• Ability to conduct thorough testing to validate functionality, usability, and performance of implemented solutions.

• Commitment to maintaining consistency and high-quality standards across deliverables.

• Strong debugging and troubleshooting skills, including documenting test cases, results, and identified issues.

• Ability to analyze data and translate insights into actionable recommendations.

• Exceptional communication and collaboration skills.

Preferences:

• Familiarity with Agile or Scrum methodologies.

• WalkMe certifications.

• Experience working with Jira, Confluence, and Smartsheet.

• Basic HTML, CSS, and/or JavaScript experience highly preferred.

• jQuery experience highly preferred.

• Located in the Pacific or Mountain time zones to support extended West Coast coverage through at least 4:00 PM PT.

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 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