Sr. Project Manager

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