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Field Real Estate Manager

Job ID: R-014792 Date posted: 05/03/2021 Primary Location SC-Fort Mill Other Locations CA-San Diego

We are currently looking to hire a Senior Field Real Estate Manager to lead end to end delivery of real estate and building services for all wealth management field office locations. 

This individual will be responsible for supporting the Employee Advisor business in providing new space solutions to align with new advisor onboarding as well as ensuring that building services are provided in a cost effective and efficient manner to support the needs of each office.

Essential Functions:

•Oversee brokerage and project management activities to deliver space “just in time” to meet the needs of new financial advisor teams joining LPL

•Develop and deliver process maps and playbooks and oversee a reliable and repeatable process for delivering new space on time and on budget whether the solution is a serviced office, turnkey space lease, or requires a renovation project

•Overseeing landlords and other vendors in delivery of building services and repairs to ensure satisfactory service delivery and minimize disruption to the business

•Deliver in process and pipeline dashboards and facilitate regular transaction and project review status meetings with key stakeholders

•Provide alternatives analysis, expense forecasts, and business case analytics as inputs to broader business profitability analyses

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

•Proactively communicate program objectives to vendors, employee advisors, and LPL leadership

Evaluate portfolio and process performance and proactively recommend and implement improvements


Bachelor’s degree with minimum 5 years’ experience in commercial real estate, preferably in support of a portfolio of small, geographically dispersed locations.

Experience with both serviced office memberships and traditional direct leases

Understanding of lease contracts, project management, and vendor management

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

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

Additional Requirements:

Understanding of the financial services industry and the dynamics of the client facing wealth management business / financial advisory profession

Excellent process management and process improvement skills

Ability to effectively solve problems and identify, manage, and mitigate delivery risks

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

Strong communication skills and focus on keeping stakeholders informed

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!

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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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