Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
LPL Financial is seeking an Assistant Vice President (AVP), Project Manager, Technology to lead and execute complex technology projects across multiple domains. This individual contributor role is responsible for managing projects from initiation through successful delivery, coordinating cross-functional teams, managing risks and budgets, and maintaining clear communication with business and technology stakeholders. The role operates in a fast-paced financial services environment and requires an understanding of project management methodologies, the software development life cycle, and technology infrastructure concepts.
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.
What Are We Looking For?
We are looking for professionals who pursue greatness by taking ownership of complex initiatives and delivering measurable outcomes, act with integrity when making decisions and communicating risks, are driven to help our clients succeed through dependable technology delivery, win together by building effective partnerships across business and technology teams, and create and share joy by contributing to a collaborative and results-focused environment.
Requirements:
- Bachelor’s degree in Computer Science, Information Technology, Business Administration, or a related field.
- 7+ years of progressive experience in technology project management, preferably within the financial services industry.
- Proven track record of successfully delivering complex technology projects on time and within budget.
- Understanding of project management methodologies, including Agile, Scrum, and Waterfall; PMP, CSM, or equivalent certification preferred.
- Leadership, written and verbal communication, and interpersonal experience, including influencing and negotiating with project stakeholders.
Preferences:
- 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 (SDLC) 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.
Pay Range:
$117,832.00 - $196,318.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join 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. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
Skills Required
- Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field
- 7+ years of progressive experience in technology project management, preferably within financial services
- Proven track record delivering complex technology projects on time and within budget
- Understanding of Agile, Scrum, and Waterfall project management methodologies
- Leadership, written and verbal communication, and interpersonal experience, including influencing and negotiating with project stakeholders
- PMP, CSM, or equivalent certification
- Experience managing multiple projects concurrently and adapting to changing priorities
- Proficiency with Jira, Azure DevOps, or Microsoft Project
- Understanding of the software development life cycle and IT infrastructure concepts
- Analytical and problem-solving experience applied to technology projects
- Experience working independently and collaboratively in a dynamic, fast-paced environment
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
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