AVP, Product & Platform Strategic Projects

AVP, Product & Platform Strategic Projects

Join to apply for the AVP, Product & Platform Strategic Projects role at LPL Financial

As a member of the LPL Compliance and Risk Management team, the AVP, Product & Platform Strategic Projects role is responsible for supporting and managing a portfolio of projects related to regulatory matters and firm‑wide business initiatives, including large conversions and M&A support. The person will plan and oversee projects to ensure completion in a timely fashion and within budget, ensure compliance with all internal and external standards and regulations, and contribute to the success and future of our organization.

• Oversee multiple projects
• Develop detailed project plans to monitor and track progress
• Manage client expectations (internal and external)
• Manage changes to the project scope, schedule and costs
• Report and elevate to management as needed
• Create and maintain comprehensive project documentation
• Oversee and manage risks that may impact projects
• Use and continually develop leadership skills
• Perform other related duties as assigned
• Schedule meetings, document takeaways and key decisions

• Bachelors preferred or equivalent work experience
• 3+ years managing projects and working on firm‑wide initiatives, preferably within financial services and/or acquisitions
• Demonstrated ability to work collaboratively with many stakeholders across business units

• Comfort with ambiguity and ability to learn quickly in a complex, growth‑oriented environment
• Knowledge of competitive landscape and understanding of the needs of advisors and employees
• Foster a culture of engagement, diversity and inclusion
• Positive can‑do attitude; willing to "get in the weeds" to support projects
• Utilize continuous process improvement to streamline and enhance project management
• Resourceful and able to navigate across the organization to get work completed and issues resolved
• Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
• Strong team player with ability to work effectively in a group as well as independently
• Strong oral and written communication skills
• Strong attention to detail, process, and organization
• Strong sense of personal accountability for work
• Ability to manage multiple priorities
• Ability to prepare presentations

$103,425-$172,375 per year

LPL Financial Holdings Inc. (Nasdaq: LPLA) is a leading wealth management firm serving over 29,000 financial advisors. LPL supports over 1,100 financial institutions and manages approximately $1.9 trillion in assets.

401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

LPL will only communicate with a job applicant directly from an 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 any personal financial information.

Principals only. EOE.