LPL Financial

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Role Overview:

We are currently looking to hire an AVP, Project Management. This team member will be a part of the Finance department’s Integration Office and will be responsible for supporting the leadership and management of large, complex and multifaceted M&A and large deal integration activities as part of the firm’s growth strategy. This role requires regular interaction with Integration Office and other cross functional team members, as well as various senior leaders across the firm. 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 strong execution, organizational and communication skills, the ability to operate in a highly dynamic multi-tasking environment, and demonstrated capability to define, develop, and execute plans in support of M&A and large deal activities. Having a strong work ethic, being an effective communicator, and possessing advanced project management skills will be imperative to the success of any individual in this role.

Responsibilities:

• Generally, works without consulting their manager
• Independent decisions are made daily
• Examples of typical decisions without manager consultation:
• Work on issues of complex and diverse scope where analysis of situation or data is required o Evaluation of a variety of factors, including an understanding of current/future business trends
• Demonstrate strong organizational, problem solving, and decision making and communication skills
• Partner and manage across cross-functional teams to drive execution of large, complex, multifaceted initiatives
• Thrive in a fast paced team atmosphere with the confidence to adjust and adapt as priorities change
• 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
• Keep management informed of key issues and changes which may impact expected business results
• Ensure that the project 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
• Provide coaching and mentoring to junior team members

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Possess 3+ years direct/equivalent experience with M&A activity or experience within the wealth management space
• 5-10 years of true project management experience
• Bachelor's Degree or global equivalent in project management, business administration, mathematics or related discipline.

Core Competencies:

• Strong communication skills are necessary - including 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 project 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 project environment through 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.
• Excellent databased decision making and quantitative analysis experience, along with product or project management experience

Preferences:

• PMP Certification Preferences: Lean Six Sigma Green Belt or higher, Leading SAFe 5.0, SAFe Practice Consultant – SPC

Pay Range:

$96,788-$161,313/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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.

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