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VP, Program Manager - M&A

Job ID: R-023582 Date posted: 06/16/2022 Primary Location CA-San Diego Other Locations MD-Annapolis , TX-Austin , CT-Hartford ,NY-New York

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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 19,000 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.

Job Overview:

We are currently looking to hire a Vice President of Program Management-M&A. This team member will be a part of the Finance department’s Integration Office and will be responsible for leading and managing large, complex and multifaceted M&A and large deal integration activities in support of the firm’s growth strategy.

This job requires regular interaction with senior leadership across the firm, as well as executive and C-level leaders.  Having the experience, presence and poise to command the respect and trust of senior management and other highly driven and independent professionals is crucial. 

This position requires advanced execution, organizational and communication skills, the ability to operate in a highly dynamic multi-tasking environment, and demonstrated ability to define, develop, and execute plans to solve highly complex matters in support of M&A and large deal activities.   Having a strong work ethic, being an effective communicator, and possessing a sense of diplomacy will be imperative to the success of any individual in this role.

Responsibilities:

  • Partner and manage across cross-functional teams to drive execution of large, complex, multifaceted initiatives

  • Quickly identify and solve emerging problems; knows when to escalate issues to move concerns forward and, when faced with ambiguity, step into the void to find solutions

  • Leverage proven executive communication skills to keep management informed of summary program status

  • Ensure that the program goals/milestones are met and budgets are in accordance with financial goals

  • Leverage data to establish and track success criteria and metrics for assigned programs

  • Contribute to the ongoing improvement of firm wide best practices and execution protocols

  • Generally informs vs. consults manager on daily work

  • Make independent informed fact-based decisions daily

  • Provide coaching and mentoring to junior team members

  • Thrive in a fast paced team atmosphere with the confidence to adjust and adapt as priorities change

  • Business travel will flex depending on M&A pipeline and deal needs. 

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.

Requirements:

  • 5-10+ years of related M&A execution experience preferably in the financial services/brokerage industry

  • Broad range of Agile, SAFe 5.0, change management, program management, business, and leadership skills

  • Ability to travel as M&A and integrations require

Core Competencies:

  • Excellent communication, presentation, written, and interpersonal skills needed to influence customers, (internal and external) and other managers.

  • Proven ability to manage concurrent complex projects and prioritize delivery.

  • Ability to effectively manage time and program costs through activity duration, sequencing, estimating, schedule development and control, resource planning and cost estimating and budgeting and control using program management practices.

  • Ability to effectively manage communications during complex program environment through communication planning, information distribution and performance reporting using formal program management practices.

  • Ability to effectively manage program risk through risk identification, quantification and control using formal program management practices.

  • Ability to deploy change management approaches, best practices and tools that will support the transformation introduced with complex programs.

  • Ability to work in multi-disciplinary, multi-cultural teams.

  • Excellent databased decision making and quantitative analysis experience, along with product or project management experience.

  • Strong communication skills are necessary - including writing and presenting skills.

Preferences:

  • Bachelor's Degree or global equivalent in business administration, mathematics, operational analysis, or related discipline. 

  • PMP

  • Lean Six Sigma Green Belt or higher

  • Leading SAFe 5.0

  • SAFe Practice Consultant – SPC

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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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 @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.

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