Avp, Project Manager, Investment Product & Platform Integration

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? 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 23,000 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:

The Project Manager (PM) position is responsible for overseeing the successful initiation, planning, design, execution, monitoring, controlling, and closure of projects within the Wealth Management 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.

This position requires strong execution, organizational, and communication skills, the ability to manage multiple bodies of rapidly evolving work simultaneously, and the demonstrated capability to define, develop, and execute plans. Having a strong work ethic, being an effective communicator, possessing advanced project management skills, and knowledge of advisory platforms and investment products will be imperative to the success of any individual in this role.

Responsibilities:

• 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 (e.g. 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 risks and watch-outs to key decision makers.

• Work efficiently with individuals at all levels from the various business units within the organization.

• Quickly identify, develop mitigation, and implement remediation for emerging problems and risk.

• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues which may impact expected project results.

• Having the experience, presence, and poise to command the respect and trust of various level of the organization 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.

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, and team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Core Competencies:

• Working knowledge of investment products including advisory platforms, Mutual Funds, ETFs, Annuities, UITs, Alt Invs, SMAs, etc.

• Proven track record leading projects and/or programs in a growth organization and 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 complex project environment.

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

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

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

Preferences:

• Bachelor's degree, preferably in a financial-related discipline.

• 5+ years of related professional project management experience in the financial services/brokerage industry.

• PMP certification

• Series 7 certification

Pay Range:

$99,080-$148,620/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

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.

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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 (855) 575-6947.