Are you passionate about project coordination with attention to detail? Are you able to multi-task and enjoy a fast paced environment?
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.
LPL Financial is seeking a Corporate Real Estate Program Coordinator, Senior Analyst to join our Corporate Real Estate team supporting Advisor Real Estate. Real Estate is focused on managing both Corporate Real Estate and Advisor Real Estate portfolios, ensuring our facilities are maintained and properly cared for, effectively executing and managing projects, providing efficient mail and employee services, and ultimately ensuring the safety and security of our employees and customers.
Partner with functional leads, internal stakeholders, and third party vendors to actively manage execution, and monitor project milestones; including site selection, transaction management, project management, procurement, and accounts payable
Facilitate implementation of new site acquisitions for the full real estate lifecycle, ensuring all deliverables and deadlines remain on track for successful and timely completion
Coordinate with landlords, third party vendors, advisors, and internal stakeholders on the review, approval, and or execution of leases, amendments, assignments, estoppels, SNDA, Certificate of Insurance requests or other portfolio related documentation
Serve as an internal data steward for lease administration, reporting, analytics and validation related to portfolio leases and related document
Support functional leads in day to day follow up, coordination, and support
Partner closely with functional leads and Strategic Sourcing & Procurement for vendor set up, payment, and management
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.
Bachelor's degree in Business, Finance, or Real Estate
7+ years' of relevant experience working in program management or project management on a project team, meeting project timelines with competing priorities
Project coordination abilities including attention to detail, information organization, timeline tracking, and comprehensive communication across teams and organizational levels
Self-starter with a demonstrated ability to multi-task and prioritize workload
Strong attention to detail and motivation to learn new things; exhibits intellectual curiosity and a growth mindset
Excellent organizational and analytical skills
Critical thinking skills, with the ability to ask the right questions and develop solutions to improve processes and project outcomes
Demonstrated communication, and interpersonal skills; takes initiative to align stakeholders, build productive relationships and cross-functional connection
Comfortable working in fast-paced environment, and able to multi-task and prioritize project work
Exceptional verbal and written communication skills
Works well in a team environment and under strict deadlines
Results oriented and outcome based
Technical savvy with strong computer skills in Microsoft Word, Excel, PowerPoint, and Outlook
Experience in corporate or commercial real estate or corporate real estate
Project Management Certification (PMP)
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!
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.