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:
The People Integration Manager is responsible for executing People integration programs, projects, and employee transition activities supporting acquisitions and organizational growth. This role coordinates the day-to-day delivery of integration plans, onboarding activities, stakeholder communications, workforce transition processes, and employee experience initiatives.
This role works closely with the VP, People M&A, AVP, People Integration Partners, People COEs, People Business Partners, and business leaders to ensure integration activities are delivered consistently, efficiently, and in alignment with established People integration frameworks.
The role may independently lead smaller acquisitions or employee onboarding initiatives and serves as a key project manager across larger acquisition integrations.
Roles & Responsibilities:
Integration Program Execution
- Execute People integration activities across acquisitions, including onboarding, employee transitions, communications, documentation, data validation, and issue resolution.
- Coordinate implementation of integration plans and support successful employee transitions into LPL.
- Manage project plans, timelines, deliverables, and integration trackers for assigned acquisitions and initiatives.
- Monitor progress, identify risks, and escalate issues to integration leaders as needed.
- Support due diligence preparation, data gathering, and integration readiness activities.
Employee Transition & Onboarding
- Coordinate employee onboarding activities for acquired employee populations and employee advisor teams.
- Ensure employees receive timely communications, training, benefit information, system access, and onboarding resources.
- Serve as a key point of contact for employees and leaders during onboarding and transition periods.
- Support employee engagement and retention initiatives throughout the integration process.
Cross-Functional Coordination
- Partner with Talent Acquisition, Payroll, Benefits, Learning & Development, Employee Relations, People Operations, Compliance, Legal, and business partners to execute integration activities.
- Facilitate stakeholder meetings, document action items, and ensure deliverables are completed on schedule.
- Coordinate dependencies between People workstreams and broader acquisition activities.
Reporting & Continuous Improvement
- Maintain integration dashboards, trackers, and project documentation.
- Analyze onboarding, transition, and employee experience metrics.
- Identify process gaps and recommend improvements to increase efficiency, consistency, and employee satisfaction.
- Support development and maintenance of People integration playbooks, tools, templates, and standard operating procedures.
Project Leadership
- Lead People integration efforts for smaller acquisitions and employee onboarding initiatives.
- Manage assigned projects independently while escalating strategic decisions and complex risks appropriately.
- Support change management and communication activities associated with integration programs.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
- Bachelor's degree in Human Resources, Business Administration, or related field.
- 5+ years' experience in Human Resources, Employee Onboarding, or People Integration Activities.
- Project Management Experience.
Core Competencies:
- Strong organizational and project management skills with attention to detail.
- Experience coordinating cross-functional initiatives and managing competing priorities.
- Knowledge of HR processes including onboarding, employee transitions, payroll, benefits, talent acquisition, and HR operations.
- Proficiency with Workday, Smartsheet, Microsoft Office, and related workflow tools.
- Strong communication, stakeholder management, and customer service skills.
Preferences:
- Experience in financial services, acquisitions, or organizational integration
Pay Range:
$78,177.00 - $130,295.00Actual 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 Human Resources, Business Administration, or related field
- 5+ years' experience in Human Resources, Employee Onboarding, or People Integration Activities
- Project management experience
- Strong organizational and project management skills with attention to detail
- Experience coordinating cross-functional initiatives and managing competing priorities
- Knowledge of HR processes including onboarding, employee transitions, payroll, benefits, talent acquisition, and HR operations
- Proficiency with Workday, Smartsheet, Microsoft Office, and related workflow tools
- Strong communication, stakeholder management, and customer service skills
- Experience in financial services, acquisitions, or organizational integration
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.
