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AVP, Bank & Trust Project Management

Job ID: R-015261 Date posted: 06/02/2021 Primary Location OH-Cleveland Other Locations SC-Fort Mill

Are you someone with a professional background in finance, consulting, or project & program management?

Are you a strategic thinker with excellent analytic capabilities and experience?

Excited to learn more? If so, then this could be the role for you!

Role Overview:

The Assistant Vice President, Bank & Trust Project Management will be part of our innovative, entrepreneurial, high-performing Advisor Solutions team. This team member will be a part of a new Bank & Trust team and will be responsible for leading, managing, and refining the process for medium and large trust system conversions for bank institutions onto a LPL proprietary platform.

Effective and seamless onboarding starts a new client relationship off on the right path for success. The job requires regular interaction with inter/cross-departmental leadership, as well as executive and c-level firm leadership.  Having the experience, presence and poise to command the respect and trust of senior management as well as other highly driven and independent professionals is necessary. 

This position requires advanced organizational and communication skills, the ability to operate in a highly dynamic multi-tasking environment, and demonstrated ability to creatively define, develop, and execute plans to solve highly complex matters.   Having a strong work ethic, being an effective communicator, and a sense of diplomacy will be imperative to the success of any individual in this role.

What will you do?

  • Assist in the management of onboarding new trust institutions through the establishment and ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program and product execution
  • Collaborate across the firm, external partners and clients to maintain alignment on goals and execution plans.
  • Ensure that the program goals/milestones are met and budgets are in accordance with financial goals.
  • Proactive in risk, issue and decision management as well as a persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution.
  • Develop project plans and metrics that communicate progress, risks, issues and approach to execution that support continuous learning and improve outcomes.
  • Leverage data to establish and track success criteria and metrics for assigned programs
  • Assist in data mapping and system connection activities during set up and conversion.
  • Contribute to the ongoing improvement of firm wide best practices, execution protocols, and checklists for trust conversions.
  • Create reporting and presentations that are SVP+, C-Suite, and Board ready
  • Provide coaching and mentoring to junior team members

What skills, experiences, and education are required?

  • Bachelor’s degree in a related field; MBA or other certification (e.g. PMP, Certified Scrum Master, Lean Six Sigma, Leading SAFe 5.0, SAFe Practice Consultant – SPC) preferred.
  • Broad range of agile, SAFe 5.0, change management, program management, business, and leadership skills required.
  • Excellent communication, presentation, written, and interpersonal skills needed to influence customers, (internal and external) and other managers.
  • 5 -7 years of experience in management consulting, program & project management preferably within a bank and trust industry or related FinTech firm
  • Ability to effectively manage communications during complex program environment through communication planning, information distribution and performance reporting using formal program management practices.
  • Ability to effectively manage program risk through risk identification, quantification and control using formal program management practices.
  • Ability to deploy change management approaches, best practices and tools that will support the transformation introduced with complex programs.
  • Flexibility and organizational change management experience
  • The ability to work in a cross-functional, multi-disciplinary, multi-cultural teams and drive outcomes without having direct authority
  • Strong communication skills are necessary - including writing and presenting skills.

What are we looking for?

We want strong collaboratorswho 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.

What does your success look like in the first 90 days?

  • Immersing yourself in and learning as much as you can about the nuances of team processes and tools, the industry, company, and our advisors
  • Bringing fresh perspective, ideas, and critical thinking to how our growing team operates, consistently asking questions and pushing for progress over perfection
  • Working with others in the team, department, and across the company to understand the LPL ecosystem
  • Putting a governance structure around an initial trust system conversion with LPL’s trust company subsidiary.

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 (800) 877-7210.

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