LPL Financial · 1 month ago
Vice President - Project Manager
Fort Mill/Charlotte
Full-time
Onsite
Senior Level, Lead/Staff
$124K/yr - $207K/yr
10+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The VP Project Manager will focus on delivering large, complex projects and will be seen as a thought leader across the firm, responsible for managing project management functions and ensuring successful delivery of firm priorities.
FinanceFinancial Services
Responsibilities
Contributes to the continued enhancement of the FPM project/program management function in partnership with the Head of FPM and the broader Transformation and Delivery organization
Accountable for all aspects of project management for FPM initiatives – whether through direct delivery or oversight of immediate team deliverables
Focuses on client centricity, champions firm ideals in all aspects of work interaction and delivery
Establish cross-functional teams through resource planning, governance structure development, work breakdown and scope management to ensure the overall delivery strategy and target outcomes are realized
Understand and manage project/program inter-dependencies to achieve program milestones/deliverables
Actively collaborate with business, product and technology stakeholders, work closely with vendor partners at all levels throughout the lifecycle of a project/program to maximize benefits realization
Identify, mitigate, and manage project risks; know when to escalate issues to move concerns forward and, when faced with ambiguity, step into the void to find solutions
Provide ongoing communications and reporting to executive leaders and stakeholders; deliver guidance to the project team on feedback integration and recommendations
Establish and implement formalized change management approach including business readiness measurement, communications and training
Qualification
Required
Four-year college degree or higher required, or equivalent work experience. Business / finance / analytic discipline is a plus
10+ years of professional experience in project management
Demonstrated track record in successfully leading large cross functional projects and programs; Possess extensive knowledge and expertise in project management techniques and systems development methodologies with demonstrated success at achieving results and keeping initiatives on track
Highly adaptable team player; comfortable with fast paced, changing environment and ambiguity
Proficiency in project management tools such as Teams, Smartsheet, MS Project, Miro, Excel, PowerPoint, Visio, MS Suite, Jira, and Confluence
Established track record of successfully organizing, managing and delivering large projects/programs under various project management frameworks including, but not limited to, SAFe. Agile, Hybrid, and Waterfall, with demonstrated success at achieving results
Maintains organizational knowledge and successfully utilizes experience in key domains to align with leadership and demonstrate effectiveness in organizing work and leading others
Possesses high degree of financial services / banking industry knowledge with an emphasis on finance, operations and risk domains. Experienced with financial services and banking platform solutions, operations processes & procedures, and technology / product solutions & implementations
Operates with honesty and integrity - known for 'doing what you say you'll do' - and has a reputation for principled leadership in the face of adversity
Preferred
Financial Services / Banking experience preferred
Experience leading large enterprise-wide change initiatives and technology solution implementations is preferred
Experience with large business and/or technology transformation programs is a plus
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-16
GlobeNewswire
2026-01-16
Investment News
2026-01-16
Company data provided by crunchbase