AVP, Project Manager- Wealth Management Integration

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.

Job Overview: 

The Project Manager (PM) plays a pivotal role in driving key initiatives within the Wealth Management organization, ensuring the seamless execution of projects from inception to completion. This position will focus primarily on Investment Product and Advisory Platform integration for M&A and large deal activities, aligning with the firm’s growth strategy. 

This position requires strong organizational, execution, and communication skills, with the ability to coordinate complex, multi-faceted projects in a dynamic environment. 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:

• Expertise in creating, maintaining, documenting, and communicating project roadmaps, managing risks and the ongoing maintenance of cross functional risks and dependencies. Elements include:

  • Oversee investment product and platform integrations, including mapping to LPL investment product offerings for direct business, custodied brokerage, and advisory.

  • Track progress, risks, actions, issues, and dependencies across the workstream.

  • Provide reports and updates to the Integration Joint Governance and Senior Working Teams.

  • Identify and escalate investment risks and concerns to key decision-makers.

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

• Quickly identify emerging risks, develop mitigation strategies, and implement remediation plans.

• Partner with project and team leaders to identify and deploy change management providing a tailored approach based on project requirements, business needs, and impacted parties.

• Demonstrate strong written and oral communication skills, with the ability to present materials to senior leadership and frame complex issues impacting project outcomes.

• Exhibit experience, presence, and poise to command the respect and trust of various level of the organization and other highly driven and independent professionals.

• Thrive in a fast-paced team environment, confidently adjusting and adapting as priorities evolve.

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:

• Bachelor’s degree, ideally in a financial-related discipline.

• Project related certifications such as PMP, CAPM, SAFE.

• Typically, 5+ years of professional project management experience in the financial services or wealth management industry.

• Ability to identify, quantify, and control program risks using formal project management practices.

• Expertise in key technical programs particularly Project Management and reporting, such as Lucid, Miro, Jira, Confluence, Smartsheet, Microsoft applications.

• Working knowledge of LPL’s product suite, including advisory platforms and investment products such as Mutual Funds, ETFs, Annuities, UITs, Alternative Investments, and Separately Managed Accounts (SMAs).

Core Competencies:

• Proven track record of leading projects and programs in a growth-oriented organization.

• Demonstrated ability to manage multiple complex projects simultaneously and prioritize effectively.

• Clear and effective verbal and written communication, with strong problem-solving skills and the ability to engage with internal and external partners at all levels.

#LI-PA

 

Pay Range:

$106,088-$176,813/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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