Senior Project Manager, Advisor Real Estate

Senior Project Manager, Advisor Real Estate

Oversee real estate project execution for LPL Financial’s advisor portfolio, focusing on Liquidity & Succession transactions and other real estate initiatives. Serve as project management point of coordination, ensuring scope, budgets, and timelines align with LPL standards and business objectives.

• Lead real estate project management across the advisor portfolio, including liquidity & succession transactions and various office transitions, refreshes, relocations, consolidations, new office setups, power/data needs, TV/AV additions, signage updates, furniture replacement, interior refreshes.
• Coordinate architectural, furniture, and existing‑conditions surveys to support scope development and cost estimating.
• Develop project schedules, monitor milestones and dependencies, manage risks to align with business timelines.
• Inform and develop real estate scope inputs for project and deal budgets.
• Track project costs against approved budgets, review vendor proposals and invoices, obtain required approvals for scope changes or overspend.
• Act as project management point of coordination, partnering with internal teams while recognizing other functional owners may manage specific components.
• Partner closely with Corporate Real Estate teammates and stakeholders (Technology, Marketing, Corporate Development, Integrations, etc.) to align scope, timing, responsibilities, and dependencies.
• Coordinate with landlords, external vendors, architects, furniture partners, and service providers to execute approved scope per LPL processes.
• Maintain accurate project documentation: scope, schedules, budgets, approvals, closeout materials.
• Communicate proactively with stakeholders about status, risks, budget considerations, and upcoming activities.
• Support additional advisor real estate initiatives in response to evolving priorities.

• Bachelor’s degree or equivalent professional experience.
• 3–5 years of project management experience supporting real estate and/or construction‑related projects (office relocations, tenant improvements, interior refreshes, renovations, or space integrations).

• Developing project budgets, tracking spend, and coordinating approvals within defined financial constraints.
• Managing multiple projects simultaneously while meeting deadlines tied to business and portfolio milestones.
• Strong organizational, problem‑solving, and communication skills.
• Proficiency in Microsoft Office and project tracking tools.
• Cross‑functional coordination, vendor management, communication and stakeholder engagement.
• Attention to detail and risk management.

• Experience supporting advisor real estate projects related to acquisitions, integrations, or portfolio‑level initiatives.
• Exposure to workplace design, furniture systems, interior finishes, and building infrastructure (power/data, AV).
• Design experience is a plus, but not required.
• PMP or other project management certification preferred.

Pay Range: $84,872.00 – $. Base salary varies based on skills, experience, education, and location. LPL offers a competitive Total Rewards package.

• 401(k) matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• Other competitive perks and resources to support life at work and at home

Principals only. EOE.