Sr. Project Manager

LPL Financial; United States; Remote; USD 79,000 - 133,000; Full time

Job summary

Join a dynamic team at a leading financial services firm where you will play a pivotal role in managing projects that transform client experiences. As a Senior Project Manager, you will lead critical conversion activities, ensuring that our operations meet high standards of excellence. This role offers the opportunity to work with innovative technology and collaborate with diverse teams, driving impactful change in a fast-paced environment. If you're passionate about project management and eager to make a difference, this is the perfect opportunity for you to thrive and grow.

Benefits

401K Matching

Health Benefits

Employee Stock Options

Paid Time Off

Volunteer Time Off

Qualifications

• 8+ years in financial services with project management experience.
• Expertise in agile and waterfall methodologies.
• Strong analytical skills and client-focused mindset.

Responsibilities

• Manage project plans and status reporting across teams.
• Drive collaboration for conversions and initiatives.
• Evaluate and communicate project risks and decisions.

Skills

Project Management

Agile Methodologies

Waterfall Methodologies

Lean Six Sigma

Communication Skills

Analytical Skills

Change Management

Client Centric Approach

Education

Bachelor's Degree in Finance or Business

Tools

Jira

Confluence

Smartsheet

Lucid

Miro

Microsoft Applications

Job description

Sr, Project Manager - OCI

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 18,000 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 Sr Project Manager (PM), Operations, Conversions, & Integration (OCI) will be a project leader and driver within the Operations organization responsible for coordinating and managing critical activities for conversion workstreams. The PM is accountable for delivery of workstream runbooks/project plans, status reports, and escalation of RAID items. The candidate must possess strong communication, time management, organizational, and analytical skills with a good eye for identifying and understanding firm risk and regulatory guidelines as well as client experience. An ideal candidate will have a strong background in project management including agile and waterfall methodologies, familiarity with Lean Six Sigma strategies, and brokerage/financial services.

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 can execute in a way that encourages creativity and continuous improvement.

Job Duties and Responsibilities:

• Execute all types of project management responsibilities, associated with a specified tranche of work, including but not limited to:
  • Project Plan development, tracking and modification.
  • Status reporting to multiple levels across LPL
  • Meeting facilitation to internal and external teams
• Drive collaboration across LPL teams to execute conversions and other initiatives of varying complexities.
• Evaluate and communicate to stakeholders and leaders at all levels the issues, risks, and decisions of the conversion work, escalating timely any concerns or risks that arise.
• 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.
• Bring standards of project management/execution to the team to support efficient execution of assigned efforts.

Core Competencies:

• Thrive and excel in a very fast paced environment with a proven ability to manage concurrent complex projects and the ability to prioritize work, identify and manage escalations, and push for execution.
• Broad range of project related skills that will be applied to OCI work including:
  • Demonstrated project management work in agile, waterfall and hybrid environments
  • Demonstrated success with change management and navigating dynamic teams
  • Experience with Lean Six Sigma methodologies
• Business related skills such as mentorship and coaching, data analytics, articulation of business-related needs.
• Excellent oral and written communication, presentation, and interpersonal skills to work with and influence stakeholders, diverse teams, and customers.
• Strong analytical skills with a focus on detail and accuracy as well as inference-making, and analytical pro-active problem-solving and prevention
• Challenges status quo thinking with a different point of view to arrive at better results
• Experience in utilizing and messaging fact based, and metrics driven data to drive results/
• Ability to exercise a risk-based mindset (financial, regulatory, reputational) when presented with opportunities and determining solutions.
• Client centric approach and mindset

Required/Preferred Qualifications

• Bachelor’s degree or relevant experience (Finance, Business or a related discipline preferred)
• 8+ years financial services industry experience with increasing responsibilities.
• 5+ years project management experience
• 2+ years change management experience
• Expertise in key technical programs particularly Project Management and reporting, such as Lucid, Miro, Jira, Confluence, Smartsheet, Microsoft applications.
• Project related certifications such as PMP, CAPM, SAFE
• Lean Six Sigma certification (yellow/green) or comparable work experience.
• Industry licensing encouraged

Pay Range:

$79,688-$132,813/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 [e-mail] 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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