Vice President, Project Manager

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

We are currently searching for a new VP Project Manager to join our Frontline Program Management team (FPM).  This role will focus on delivering large, complex bodies of work and can require sophisticated analysis, resourcefulness and skill to drive successful delivery of firm priorities. The person in this role will be seen as a thought leader across the firm and sought after for strategic initiatives.  The initial focus for this role will be to deliver projects in the multiyear Finance Transformation Program and over time the broader Presidents organization.

Responsibilities:

• Contributes to the continued enhancement of the FPM project/program management function in partnership with the Head of FPM and the broader Transformation and Delivery organization.
• Accountable for all aspects of project management for FPM initiatives – whether through direct delivery or oversight of immediate team deliverables.
• Focuses on client centricity, champions firm ideals in all aspects of work interaction and delivery.
• Establish cross-functional teams through resource planning, governance structure development, work breakdown and scope management to ensure the overall delivery strategy and target outcomes are realized.
• Understand and manage project/program inter-dependencies to achieve program milestones/deliverables.
• Actively collaborate with business, product and technology stakeholders, work closely with vendor partners at all levels throughout the lifecycle of a project/program to maximize benefits realization.
• Identify, mitigate, and manage project risks; know when to escalate issues to move concerns forward and, when faced with ambiguity, step into the void to find solutions.
• Provide ongoing communications and reporting to executive leaders and stakeholders; deliver guidance to the project team on feedback integration and recommendations. 
• Establish and implement formalized change management approach including business readiness measurement, communications and training.

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:

• Four-year college degree or higher required, or equivalent work experience. Business / finance / analytic discipline is a plus.
• 10+ years of professional experience in project management
• Functional Accounting/FP&A experience
• Demonstrated track record in successfully leading large cross functional projects and programs; Possess extensive knowledge and expertise in project management techniques and systems development methodologies with demonstrated success at achieving results and keeping initiatives on track.
• Proficiency in project management tools such as Teams, Smartsheet, MS Project, Miro Lucid, Excel, PowerPoint, Visio, MS Suite, Jira, and Confluence.
• Experience leading large enterprise-wide change initiatives and technology solution implementations

Core Competencies:

• Established track record of successfully organizing, managing and delivering large projects/programs under various project management frameworks including, but not limited to, SAFe. Agile, Hybrid, and Waterfall, with demonstrated success at achieving results.
• Maintains organizational knowledge and successfully utilizes experience in key domains to align with leadership and demonstrate effectiveness in organizing work and leading others.
• Possesses high degree of financial services / banking industry knowledge with an emphasis on finance, operations and risk domains.  Experienced with Finance systems processes & procedures, and technology / product solutions & implementations.
• Operates with honesty and integrity - known for "doing what you say you’ll do" - and has a reputation for principled leadership in the face of adversity.
• Expertise in creating, maintaining, documenting, and communicating project roadmaps, managing risks and the ongoing maintenance of cross functional risks and dependencies for strategic initiatives
• Uses Risk management as a critical driver of project success; effective at moving a team quickly an early to address potential challenges downstream and implements steps to mitigate.  Maintains awareness of changing risk environment in various settings.
• Strong written and oral communication skills, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
• Ability to effectively create a collaborative, team-oriented environment including mentoring and motivating team members to be accountable.
• Demonstrated superior critical thinking, problem solving and decision making skills
• Organizational and leadership experience with demonstrated success in organizing work, leading from behind and managing teams (Emphasized for people managers) 
• Politically astute, with the ability to navigate difficult conversations and situations with measured success

Preferences:

• Experience with Finance systems implementations

 

Pay Range:

$123,975-$206,625/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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