Sr. Project Manager - LPL Financial : Job Details

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Sr, Project Manager - OCI

Are you a team player? Are you curious to learn? Are you interested in working on 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!

About LPL Financial: Founded on the principle that the firm should work for the advisor, not the other way around, LPL supports over 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We are committed to the advisor-centered model, providing personalized guidance and independence to our advisors and their clients.

Job Overview

The Sr. Project Manager (PM), Operations, Conversions, & Integration (OCI) will lead and coordinate critical activities within the Operations organization for conversion workstreams. Responsibilities include managing project plans, status reports, and RAID items, with a need for strong communication, organizational, and analytical skills, as well as familiarity with financial services and project management methodologies like Agile and Waterfall.

What We Are Looking For

We seek collaborative individuals who excel in fast-paced environments, are client-focused, team-oriented, and promote continuous improvement and creativity.

Responsibilities

• Develop, track, and modify project plans.
• Report status to various stakeholders.
• Facilitate meetings with internal and external teams.
• Drive collaboration to execute conversions and initiatives.
• Identify and communicate issues, risks, and decisions, escalating as needed.
• Partner on change management tailored to project needs.
• Apply project management standards for efficient execution.

Core Competencies

• Ability to manage multiple complex projects in a fast environment.
• Experience with Agile, Waterfall, and hybrid methodologies.
• Success in change management and navigating dynamic teams.
• Knowledge of Lean Six Sigma.
• Excellent communication and stakeholder influence skills.
• Strong analytical and problem-solving skills.
• Data-driven and metrics-focused decision making.
• Risk-aware mindset regarding financial, regulatory, and reputational factors.

Qualifications

• Bachelor's degree or relevant experience in Finance, Business, or related field.
• 8+ years in financial services with increasing responsibilities.
• 5+ years project management experience.
• 2+ years in change management.
• Proficiency with tools like Jira, Confluence, Smartsheet, Microsoft Office.
• Certifications such as PMP, CAPM, SAFE preferred.
• Lean Six Sigma yellow/green belt or comparable experience.

Salary Range

$79,688-$132,813/year, with details to be discussed based on experience and location. Benefits include 401K matching, health insurance, stock options, paid time off, and more.

About LPL Financial

Leading independent broker-dealer supporting over 23,000 financial advisors and institutions nationwide, committed to personalized guidance and independence for advisors and clients.

Why Join Us?

• Innovative environment fostering growth and creativity.
• Unlimited career potential.
• Supportive leadership and collaborative culture.
• Comprehensive benefits and total rewards.

Join us and help turn life's aspirations into financial realities. Apply through your account or create one to get started. EOE.

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