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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lpl.com.
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AVP, Corporate Real Estate

Job ID: R-014262 Date posted: 04/19/2021 Primary Location SC-Fort Mill Other Locations CA-San Diego

We are currently looking to hire an AVP, Senior Portfolio Manager to lead transaction management, lease administration, and asset strategies for all locations.   This individual will be responsible for staying current on real estate market trends, using business acumen to assess financial and qualitative viability of site alternatives, and overseeing outside service provider resources to drive desired business outcomes.

Essential Functions:

Manage critical dates and facilitate collaboration to determine long-term pipeline of transaction decisions

•Oversee integration of site selection, lease negotiation, financial analysis, project delivery and on-going lease administration to meet cost, quality, and lead time requirements of the business

Effectively document and communicate trade-offs, constraints, and options to support informed decision making

Create financial businesses cases in partnership with Finance and obtain necessary approvals

Manage internal and external partners to deliver end to end results from site selection to occupancy to exit strategy

•Proactively communicate program objectives and results at peer, client, and senior leader level

Evaluate portfolio and process performance and proactively recommend and implement improvements

Actively participate in portfolio strategy and analysis for the entire real estate footprint

Qualifications:

Bachelor’s degree with minimum 8 years’ experience in commercial real estate, preferably in a transaction management, asset management, or tenant representation role including integration of project delivery

Experience managing a portfolio ranging from serviced office memberships up to large multi-floor, multi-building campuses

Proficient in standard MS Office applications (Word, Excel, PowerPoint)

Strong understanding of lease negotiations, financial modeling, and lease contracts

Additional Requirements:

• Lead real estate due diligence for mergers & acquisition

Strong understanding of the financial services industry and dynamics of the • • financial advisor profession

Ability to effectively negotiate with landlords and contractors, oversee real estate broker performance, and manage multiple stakeholders with different priorities

Results oriented and outcome based

Ability to effectively identify, manage, and mitigate delivery risks

Excellent analytical skills and ability to identify and model alternative scenarios

Strong organization skills, process orientation and passion for being detail-oriented

Comfortable working in fast-paced environment, and able to multi-task and prioritize project work

Strong relationship and communication skills

A highly respectful and personable approach to client and coworker interactions

Must be capable of working autonomously to deliver transaction and project outcomes and manage milestones, taking ownership and accountability for results

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 @lpl.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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