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VP, IIS Advisor Facing Capabilities, PMO at LPL Financial in San Diego, California

Posted in Other 13 days ago.

Type: Full Time

Job Description:

Do you have at least 10 years of experience in product development and/or project management, preferably in the financial services industry*

Are you looking forward to racking up some nice frequent flier miles* (10-20% travel)

Then this may be the dream job for you!


The Investor and Investment Solutions (IIS) organization is expanding its project management team focused on the execution of LPL s advisor and internal-facing investment products, platforms, as well as technology tools and capabilities. This VICE PRESIDENT, PROJECT MANAGEMENT ROLE will be a member of the IIS business unit focused on Advisor Facing Capabilities.

You will be responsible for supporting and leading projects within IIS and should work with all levels of staff cross-functionally including Technology, Operations & Service, Trading, Compliance, Legal, Product & Platform.

You will manage multiple facets of projects including writing business requirements, building SDLC artifacts, assembling analytics and metrics, leading UAT efforts, and creating reporting in support of the project and senior management.

To be successful, you must be able to multi-task, possess excellent interpersonal skills, be highly analytical, and have a commitment to client satisfaction and success. You must be comfortable in a fast-paced environment focused on driving outcomes against challenging deadlines and multiple priorities. Additionally, the ideal candidate will have experience with Agile delivery, roles, and method as well as being technically savvy. This person will be expected to contribute ideas and support the execution of both tactical and strategic plans.


* Synthesize project meeting discussions. Develop and ensure adherence to templates and standards, including weekly status reports and meeting agendas, protocols, and project plans.

* Establish and cultivate trust and confidence with internal project teams and clients. Be relentless to drive program execution to desired outcomes.

* Support and build full scale, integrated project plans. Facilitate the definition of project scope, goals, and deliverables including business requirements, metrics, and readiness.

* Manage project budget and timelines.

* Track project deliverables. Constantly monitor and report on progress of the project to all stakeholders. Create and present reports defining project progress, risks/issues, and solutions and communicate status to all levels of senior management on a regular basis.

* Accountable for work product and flexible in a changing environment and priorities.


* BA or BS degree; MBA preferred

* 10+ years of experience in product development and/or project management

* Outstanding organization, project management, communication, and presentation skills

* Preferred: Financial services industry knowledge or certifications (e.g. CFP, CFA, PMP)

* Willingness to travel 10-20% of the time cross-country to meet with clients and our internal teams across multiple offices

* Ability to work within cross-functional teams

* Proven ability to balance and manage multiple, competing priorities

* Self-starter who relies on experience and judgment to plan and accomplish goals in a complex, fast-paced environment to ensure the quality of all data integration points

* Efficiency in Microsoft Word, Excel, PowerPoint, Access, and Project, as well as skills in Smartsheet


At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are ONE TEAM ON ONE MISSION. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it s like to work at LPL* Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits* 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.


LPL will only communicate with a job applicant directly from an @LPL.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 (800) 877-7210.