LPL Financial · 1 day ago
IT Software Asset Manager
Fort Mill/Charlotte
Full-time
Hybrid
Mid, Senior Level
$79K/yr - $132K/yr
7+ years expLPL Financial is a leading wealth management firm in the U.S. seeking an IT Software Asset Manager to manage software and technology-related hardware. The role involves strategic management of software assets, ensuring compliance, and optimizing technology spend across the organization.
FinanceFinancial Services
Responsibilities
Support and promote LPL’s IT Asset Management Maturity
Proactively manage software assets through requisition, deployment, maintenance and retirement
Facilitate the business’ needs for ongoing technical support and upgrade protection on selected products by ensuring that maintenance, support and upgrade protection renewals are managed and validated in advance of notice of termination and/or expiration
Account for the IT assets throughout the enterprise, utilizing people, process and tools to manage all assets within the organization and affiliated companies
Identify savings opportunities for software licensing and renewals. Follow through with vendors and LPL stakeholders to obtain identified savings
Report to senior management ITAM/life cycles and resolve conflicts
Collect information for budgeting, software compliance & inventory, contract summaries, and cost comparisons
Track entire life-cycle management for each asset in order to maintain warranty information, refresh date, and end of life data information
Work directly with the administrator(s) to maintain inventory accuracy
Conduct annual inventory audit and develop process and procedures to ensure accuracy
Respond to requests from end users, managers, developers, and team members for specific IT Software Asset Management data information
Other duties as assigned
Qualification
Required
Bachelor's degree in computer science, information technology, engineering or business administration or seven years of equivalent experience
Associate's degree in computer science, information technology, engineering or business administration or 10 years of equivalent experience
IAITAM Certifications: Certified IT Asset Manager (CITAM), or one or more of the following: Certified Software Asset Manager (CSAM), Certified Hardware Asset Management Professional (CHAMP), Certified Mobile Asset Manager (CMAM), Certified IT Asset Disposition (CITAD), and Certified Asset Management Security Expert (CAMSE)
One or more security certifications such as Certified Information Security Professional (CISSP), Certified Information Security Systems Manager (CISM) or Certified in Healthcare Privacy and Security (CHPS) a plus
Preferred
Experience in scoping, planning and managing complex and concurrent activities supported by a strong understanding of IT project management; demonstrated ability to manage scope, timeline, conflicting priorities and budget
Experience with business requirements gathering and analysis
Strong foundation of experience with complex software license contracts terms and conditions, agreements, product use rights, license metrics
Experience developing business cases and negotiating with vendors
Experience with the Information Technology Infrastructure Library (ITIL) and IT Service Management. ITIL Foundations v3 (or later) certification a plus
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Company data provided by crunchbase