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Sr. M365 Engineer

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!

Job Overview:

The Sr. M365 Engineer’s role is to participate in the overall engineering, maturation, management, and support of the company’s M365 infrastructure.  This position is a seasoned member of the overall Digital Office team and will support our on-premises Exchange, Exchange Online, MS Teams Online, and Microsoft 365 core services. To support this requirement, the role requires strong, hands-on experience Implementing and supporting the relevant messaging, collaboration, and core M365 technologies.

Responsibilities:

  • Participate in engineering reviews and initiatives for in-scope technologies, including but not limited to:

    • On-premise Exchange

    • Exchange Online

    • Microsoft Teams

    • OneDrive for Business

    • Microsoft Viva

  • Provide Tier 3 support for issues related to Messaging, Collaboration, and M365 offerings

  • Review, recommend, schedule, and assist with deployment of software patches and upgrades for on-premises systems

  • Perform BAU activities within the environment as necessary

  • Assist in creating automation workflows for common/standard requests and integrating with ServiceNow

  • Provide Critical Incident support and participate in on-call rotation

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.

Requirements:

  • 5+ years of experience in Enterprise level Exchange messaging environments

  • 5+ years of experience deploying, managing and supporting the Microsoft 365 ecosystem

  • Extensive experience creating and modifying PowerShell scripts for AD, Entra, Exchange Online, MS Teams, and GraphAPI for overall M365 management

  • Degree in a related field or equivalent IT work experience (5+ years)

Preferences:

  • Relevant, current technical certifications encouraged

  • Strong working knowledge of change control practices

  • Hands-on experience working in complex infrastructure environments in a highly regulated industry

#LI-Hybrid


 

Pay Range:

$42.49-$70.82/hour


 

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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

EAC1.22.25

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What You Should Know About Sr. M365 Engineer, LPL Financial

Are you ready to take on a pivotal role as a Sr. M365 Engineer at LPL Financial in Fort Mill/Charlotte? If you’re a collaborative team player curious about innovative technology, this might be your next adventure! In this role, you’ll be integral to engineering, managing, and supporting our Microsoft 365 infrastructure. You’ll dive deep into both on-premises and online technologies like Exchange, Microsoft Teams, and OneDrive for Business. Your expertise will be crucial as you provide Tier 3 support, troubleshoot collaboration tools, and automate workflows using PowerShell. Picture yourself conducting engineering reviews, deploying software updates, and being a proactive problem-solver in a fast-paced environment. What we seek are strong collaborators, people who think outside the box and are excited to enhance client experiences. With over 5 years of experience in messaging environments and a knack for creating and modifying PowerShell scripts, you’ll be poised for success. Bonus points for relevant certifications and experience in complex, regulated environments! LPL Financial isn’t just a workplace; we stand by our mission to empower our advisors and help them thrive! If you’re passionate about technology and want to join a dynamic team dedicated to making a difference in people’s lives, we can’t wait for you to apply!

Frequently Asked Questions (FAQs) for Sr. M365 Engineer Role at LPL Financial
What are the primary responsibilities of a Sr. M365 Engineer at LPL Financial?

The primary responsibilities of a Sr. M365 Engineer at LPL Financial include overseeing the engineering and management of the Microsoft 365 infrastructure. This involves providing Tier 3 support for issues related to messaging and collaboration, participating in engineering reviews for technologies like Exchange and Microsoft Teams, automating workflows, and conducting system updates and patch deployments.

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What qualifications do I need to apply for the Sr. M365 Engineer position at LPL Financial?

To apply for the Sr. M365 Engineer position at LPL Financial, you should have at least 5 years of experience in enterprise-level Exchange messaging environments and Microsoft 365 system management. A degree in a related field or equivalent IT work experience is also required. Experience with PowerShell scripting is essential for success in this role.

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How does the Sr. M365 Engineer role support LPL Financial's mission?

As a Sr. M365 Engineer at LPL Financial, your role directly supports our mission by ensuring that the technology used by our advisors is robust and reliable. By managing and enhancing our Microsoft 365 services, you help create a seamless experience that enables our advisors to focus on their clients, thus reinforcing our commitment to providing exceptional financial guidance.

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What tools and technologies will I work with as a Sr. M365 Engineer at LPL Financial?

In your role as a Sr. M365 Engineer at LPL Financial, you'll work with a variety of tools and technologies, including on-premises Exchange, Exchange Online, Microsoft Teams, OneDrive for Business, and Microsoft Viva. You will also utilize PowerShell for automation tasks and ServiceNow for incident management.

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Can you describe the work environment for a Sr. M365 Engineer at LPL Financial?

The work environment for a Sr. M365 Engineer at LPL Financial is dynamic and collaborative. You will be part of a dedicated Digital Office team that values creativity, teamwork, and continuous improvement. The workplace culture encourages personal growth, innovation, and community involvement, making it an inspiring place to advance your career.

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Common Interview Questions for Sr. M365 Engineer
Can you describe your experience with enterprise-level Exchange messaging environments?

It's important to detail your previous roles where you've worked with Exchange environments, showcasing your problem-solving skills and technical competencies while highlighting specific projects or challenges you've successfully managed.

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How do you troubleshoot issues related to Microsoft Teams and Exchange Online?

When troubleshooting issues, I first gather data on the symptoms and then utilize diagnostic tools such as message trace and logs. I focus on identifying patterns and common error messages to guide my approach, ensuring quick resolution and minimal disruption.

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What is your approach to creating PowerShell scripts for M365 management?

My approach involves understanding the explicit requirements first, then creating scalable boilerplate scripts that can be easily modified. I emphasize code readability, commenting for future users, and thorough testing to ensure reliable operation in the M365 environment.

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How do you handle critical incidents in your role?

Handling critical incidents requires a calm and structured approach. I prioritize assessment, mobilizing appropriate resources, and clearly communicating with stakeholders. After resolution, I focus on post-incident reviews to identify contributions to prevent recurrence.

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Can you share an experience where your teamwork improved a project outcome?

In my last role, collaborating with cross-functional teams allowed us to implement new M365 features more effectively. By combining diverse skills and insights, we enhanced user adoption and satisfaction, illustrating the power of teamwork in achieving project goals.

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What methodologies do you use for change control in complex environments?

I follow industry best practices for change control, applying methodologies like ITIL. This involves documenting changes, assessing risks, scheduling off-peak modifications, and obtaining approvals before implementation, ensuring a structured process that minimizes disruptions.

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What automation tools do you find most effective for common requests in M365?

I have found tools like Power Automate and custom PowerShell scripts to be highly effective for automating repetitive tasks. Leveraging these tools allows for greater efficiency and frees up time for complex problem-solving within the M365 environment.

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How do you keep up-to-date with the latest M365 updates and features?

I subscribe to Microsoft's blogs and community forums, attend webinars, and participate in training sessions. Continuous learning ensures I stay informed about updates, allowing me to implement best practices and introduce innovative solutions to my team.

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How do you approach customer service in your technical support role?

Customer service in a technical role requires empathy and clear communication. I strive to understand the client's issue fully before providing solutions, ensuring that they feel heard and supported. I follow up post-resolution to ensure satisfaction.

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Can you explain your experience with integration between M365 and other business applications?

I have worked on various integrations between M365 and other systems, utilizing APIs and connectors to improve workflows. Each integration is approached methodically, assessing requirements, potential impact, and testing thoroughly before rollout.

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