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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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Project Manager

Job ID: R-011602 Date posted: 11/02/2020 Primary Location SC-Fort Mill

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 3-5 years’ experience in project management related roles within in the Financial Services Industry?

If so, this could be the role for you!

Job Overview:

The Project Manager (PM) is responsible for overseeing the successful initiation, planning, design, execution, monitoring, controlling and closure of projects within the IIS organization.  Main duties include maintaining the project plan and communicating with the product team and senior management on the project status.This individual will also be an advocate for the IIS organization and a liaison with our business partners. They will work with the leaders assigned to the project, including IIS Product Management, Marketing, Finance, CLR and Technology. 

What will you do?

  • 40%- Responsible creation and management of project plan.  This includes facilitating project meetings with the product team, senior management and vendors. Responsible for working efficiently with individuals at all levels from the various business units within LPL Financial.  

  • 20% - Prepare presentations for senior management to deliver the status and vision of various IIS Initiatives.

  • 20% - Provide additional support to other Project Managers on high impact projects within IIS.

  • 10% - Any additional responsibilities dictated by management to keep the projects on target.

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.

What skills, experiences, and education are required?

  • Bachelor’s degree preferred.

  • 2-5+ years of experience in project management related roles with a broker-dealer, custodian, RIA, investment, wealth management, or financial services firm.

  • Advanced knowledge of Microsoft Word, Excel, PowerPoint and Visio a must.

  • Knowledge of retirement plans a plus.

  • Experience with six sigma and product life cycles are preferred

  • Ability to work under pressure/deadlines and manage multiple projects and priorities

  • Effective communication skills, both written and oral, with ability to present materials to the highest levels in the organization

  • Must be comfortable communicating with financial advisors, senior management and vendors on a regular basis

  • Strong time management and organization skills.

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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