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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Assistant Vice President Project Manager - Technology

IT Project ManagementPosted on Nov 13
Full-timeIn-person

About the Job

Requirements

  • A bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field is required.
  • At least 7 years of progressive experience in technology project management is required; experience in financial services is preferred.
  • A proven track record of successfully delivering complex technology projects on time and within budget is required.
  • Understanding of Agile, Scrum, and Waterfall project management methodologies is required; PMP, CSM, or equivalent certification is preferred.
  • Leadership, written and verbal communication, and interpersonal experience are required, including the ability to influence and negotiate with project stakeholders.

Responsibilities

  • Lead the planning, execution, and delivery of technology projects from initiation through closure within defined scope, budget, and timeline.
  • Develop comprehensive project plans, including work breakdown structures, resource allocation, schedules, dependencies, and risk management strategies.
  • Coordinate cross-functional project teams and facilitate collaboration across business stakeholders, technical teams, and vendors.
  • Communicate project status, milestones, risks, issues, and dependencies to stakeholders and senior management through regular reports and presentations.
  • Identify, track, and mitigate project risks and issues, escalating items as necessary to support timely resolution.
  • Facilitate communication and decision-making between business stakeholders, technical teams, and external vendors.
  • Ensure projects adhere to LPL Financial's project management methodologies, standards, and best practices.
  • Manage project budgets, track expenses, and monitor projects against established financial constraints.
  • Conduct post-implementation reviews and lessons-learned sessions to document outcomes and improvement opportunities.
  • Contribute to the continuous improvement of project management processes, practices, and tools.

Desired Qualifications

  • Experience managing multiple projects concurrently and adapting to changing priorities.
  • Proficiency with project management software such as Jira, Azure DevOps, or Microsoft Project.
  • Understanding of the software development life cycle and IT infrastructure concepts.
  • Experience applying analytical and problem-solving skills to technology projects.
  • Experience working independently and collaboratively in a dynamic, fast-paced environment.

About the Company

LPL Financial Holdings

Independent broker-dealer platform for financial advisors

LPL Financial runs the largest independent broker-dealer network in the United States, providing a platform of services and support to financial advisors and institutions. It helps advisors manage client wealth by offering technology, research, clearing and compliance services, and practice management programs. Advisors access a flexible, non-proprietary environment where they can tailor financial recommendations for clients, with revenue coming from fees for services, securities commissions, and asset-based fees. The company supports more than 28,000 financial advisors and oversees over a trillion dollars in advisory and brokerage assets, distinguishing itself through its breadth of back-office capabilities, scalable platform, and emphasis on independence for its advisors. Its goal is to enable independent financial advisors to grow their businesses and deliver personalized investment solutions to their clients.

Company size
10,001+
Company stage
IPO
Headquarters
San Diego, CA
Founded
1989

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