Jobs and Careers

AVP, Project Manager

United Statesfull_timeVerifiedPosted 29 Jul 2025

💰 $161,313/yr($96,788/yr – $161,313/yr)

About the role

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 AVP Project Manager of Business Transitions will support multiple projects for LPL's largest conversion events. They will work closely with leaders to understand strategic direction, priorities, objectives and manage leadership level escalations and complex solutioning. The AVP PM will work closely with the Business Development leaders to prioritize, design and deliver the best transition experience possible. This individual will be responsible for managing aspects of project delivery including but not limited to planning, scheduling, resource allocation, issue resolution, quality assurance, and risk management. The AVP PM will be responsible for the ideation and execution of projects and initiatives to help evolve the overall transition and acclimation program.

Roles & Responsibilities:

• Provide leadership and guidance throughout the entire conversion experience
• Manage multiple concurrent escalations and complex problems
• Work collaboratively across multiple teams and levels within the organization
• Coordinate dependencies proactively, communicate risks, issues, and mitigation plans to stakeholders
• Drive results by managing escalations, holding team members accountable for resolution and leading by example
• Establish trust by operating with integrity and professionalism

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 required
• 6+ years of experience in a Project Management or Client Solutioning capacity
• Experience within financial services/wealth management required

Core Competencies:

• Excellent time management, organization, and attention to detail skills
• Ability to work independently, multi-task, take ownership, and make sound judgments
• Excellent verbal and written communication skills
• Proven ability to lead cross functional teams

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?