LPL Financial · 1 month ago
Real Estate Project Manager
Fort Mill/Charlotte
Full-time
Onsite
Mid Level
$82K/yr - $137K/yr
3+ years expLPL Financial is a leading wealth management firm in the U.S. seeking a Project Manager for their Corporate Real Estate team. This role involves managing the operational needs of the employee advisor real estate portfolio, ensuring projects are delivered on time and within budget.
FinanceFinancial Services
Responsibilities
Manage refresh work for existing spaces, including lease renewals with tenant improvement (TI) allowances
Coordinate advisor and business-driven space refresh requests
Handle “Day 2” requests such as additional furniture, signage and TVs/AV equipment
Coordinate furniture replacement
Lead decommissioning efforts for office closures or relocations
Support office moves due to closures or consolidations
Process new BPO requests, amendments, and disbursement requests
Track budgets and ensure compliance with financial guidelines
Collaborate with internal teams, external vendors, architects, and contractors
Provide regular project updates and documentation for leadership
Qualification
Required
Bachelor's degree in Project Management, Construction Management, Interior Design, Architecture, or related field
3+ years of experience in project coordination or management (corporate real estate or construction preferred), design, facilities management, real estate operations or related field
Familiarity with design principles and space planning (design experience is a plus)
Experienced with procurement processes and vendor coordination
Strong organizational and communication skills; ability to manage multiple priorities and meet deadlines
Proficiency in Microsoft Office Suite; experience with project management tools (e.g., Smartsheet, Bluebeam)
Ability to travel occasionally for site visits
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