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AVP, Business Solutions Enablement Project Manager

Job ID: R-012475 Date posted: 02/21/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill

LPL’s Business Solutions ( is seeking a passionate and driven Enablement Project Manager AVP who will be responsible for the ownership of, enablement, and implementation of complex LPL Business Solutions projects, and will work with all levels of staff in the various business units within LPL Financial including Technology, Product, Strategy, Compliance and Legal. Integration requires the coordination and/or production of all of the training, communications, and resources necessary for each solution's field/practitioners that are the customer's front-line to implement new things sustainably. Ongoing planning, tracking, and executing projects of varying scale and complexity require a high degree of skill in cross-functional collaboration, communication, and leadership, which you will be accountable for delivering. You should be comfortable with all aspects and mechanics of the project delivery lifecycle from pre-initiation through the closure and possess a strong ability to consolidate inputs. Business needs to inform and communicate target road maps, work breakdown, governance, milestones, and timelines through the project's life. 

The job requires regular interaction with senior inter/cross-departmental leadership, as well as executive leadership.  Having the experience, presence, and poise to command respect and trust of senior management and other highly driven and independent professionals is a must.

Essential Job Requirements:

Project Management

  • Lead rollout of 4-8 integration projects, including workstreams, training, technology, and the development of project plans, project documentation, adoption, and rollout schedules

  • Take projects that are near completion of the strategy/design phase and collaborate with Strategy/Product Development and Execution/Delivery organizations to plan, organize and operationalize the design to full implementation

  • Completes ad-hoc assignments that assist in the development and implementation of LPL Business Solution strategies such as advisor retention, value delivery, and profitability efforts

  • Establish and track success criteria and metrics for the program, enabling predictable value delivery

  • Develop strong business relationships across LPL Business Solutions to enable a mutual understanding of project scope, risks, and opportunities achieving close alignment with business needs

  • Select, organize, and lead project teams and establish clear roles, responsibilities, and lines of communication

  • Provide leadership to cross-functional teams while maintaining responsibility for delivering defined project outputs on time and that meet project quality criteria

  • Keep management and key stakeholders well-informed on a timely basis on project progress, status, and/or concerns for each assignment ensuring that client expectations and satisfaction are met or exceeded

Subject Matter Expert

  • Become a Subject Matter Expert on LPL Business Solutions to be a proxy for Delivery and speak to what needs to happen to engineer a smooth integration


  • Strong talent management skills by way of teaching and sharing knowledge to build capabilities across teams

  • Strong project management background with the ability to successfully manage multiple projects and tasks at any given point

  • Critical thinking with the ability to identify and solve problems within the target scope, while having the foresight to see beyond the initial problem, preparing for potential downstream impacts

  • Thrives in a fast-paced environment while maintaining a high tolerance for ambiguity

  • Must have experience working on high-impact large scale projects

  • Strong industry acumen, self-starter, and the ability to work with minimal supervision

  • Strong communication skills a must – verbal and written

  • Ability to work in a team environment, motivate team members, and influence the behavior of others

  • Advanced interpersonal and behavioral skills, including team and individual leadership, conflict resolution, negotiation, influencing and delegating

  • Highly capable in Excel, Word, MS Project and Smartsheet

  • Advanced knowledge and storytelling ability with PowerPoint for executive-level communication

Education and Experience

  • Minimum Education Required:  Bachelor’s degree

  • Minimum Experience Required: 5+ years of experience in project management related roles with a broker-dealer, RIA, investment, or financial services firm (preferred)

  • PMP Certification (preferred)

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.

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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 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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