AVP, Project Manger

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.Job Overview:The AVP Project Manager of Business Transitions will lead a team focused on effectively managing the transition of new advisors establishing their practices at LPL Financial. The AVP will be accountable for the asset retention and economics associated with the transition, client experience, technology adoption, and client productivity of new advisors.The AVP PM will work closely with the Business Development sales managers to prioritize, design and deliver the best transition experience possible. He or she will collaborate across the firm to ensure that all stakeholders are aligned and effectively lead the advisor through their transition and assimilation.Responsibilities:Manage the transition of advisors through LPL mergers and acquisitionsOptimize resources to maximize key performance measuresParticipate in sales meetings to design an effective retention and transition planCollaborate across the firm to identify opportunities and create solutions to expedite and improve the transition and assimilation processStay current with our technology, industry best practices, financial markets, the regulatory environment, and the competitive landscapeWhat are we looking for?We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and able to execute in a way that encourages creativity and continuous improvement.Requirements:Bachelor’s DegreeMinimum of 7 years of experience in financial services preferable in client service, business transitions, relationship management, or salesProven experience managing projects and resourcesStrong written and oral communications skillsComfortable with 25% travelPreferences:Series 7 license and Series 24 license are a plusExperience with Salesforce, Tableau, Oracle, and Smartsheet are a plusExperience managing complex projects requiring multi-team collaborationPay Range:$109,000-$163,500/yearJoin the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an

@lplfinancial.com

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 information regarding an applicant’s bank or credit card.

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