Are you interested in managing projects for a team that is hyper-focused on implementing industry-leading product experiences for the nation’s leading independent broker dealer?
Are you looking to partner with extremely talented product managers, data analysts, developers, and business leaders?
Do you have 5+ years’ experience managing projects within in the Financial Services Industry?
If so, this could be the role for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
The Project Manager (PM) is responsible for overseeing the successful initiation, planning, design, execution, monitoring, controlling and closure of projects within the IIS organization. The main emphasis of this position will be the investment product and platform integration workstream for M&A and large deal activities that support the firm’s growth strategy.
Responsible for the creation and management of project plans and facilitating project meetings primarily focused on the investment product and platform integration workstream for M & A and large deal activities. Elements include;
Overseeing contra firm investment product and platform integrations (mapping to LPL investment product offerings for direct business, custodied brokerage and advisory).
Tracking progress, risks, actions, issues and dependencies across the workstream.
Providing reports/updates to the Integration Joint Governance team.
Identifying and raising any investment product and platform gap areas to key decision makers.
Responsible for working efficiently with individuals at all levels from the various business units within the organization.
Quickly identifying and solving emerging problems; knowing when to escalate issues to move concerns forward and, when faced with ambiguity, stepping into the void to find solutions.
Making independent informed fact-based decisions daily.
Having the experience, presence and poise to command the respect and trust of senior management and other highly driven and independent professionals is necessary.
Thriving in a fast paced team atmosphere with the confidence to adjust and adapt as priorities change.
Providing coaching and mentoring to junior team members.
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.
Advanced knowledge of Microsoft Word, Excel, PowerPoint and Visio
Broad range of agile, SAFe 5.0, change management, program management, business, and leadership skills required.
Track record of successfully leading projects and/or programs in a growth organization.
Proven ability to manage concurrent complex projects and prioritize delivery.
Clear, effective verbal and written communication skills including the ability to actively listen, problem solve, and communicate effectively with both technical and business partners at the highest levels inside and outside of the organization.
Ability to effectively manage program risk through risk identification, quantification and control using formal program management practices.
Demonstrated knowledge of LPL platform, products and services preferred.
PMP Certification preferred.
Experience as a people manager preferred.
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
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 @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.