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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 Senior Project Manager will play a critical role in delivering a large-scale, enterprise-wide technology platform migration initiative. This role is responsible for driving execution across multiple domains, ensuring delivery against contractual commitments, and navigating complex capacity, dependency, and prioritization challenges.
This position sits within the Technology organization and partners closely with domain teams, product, architecture, vendors, and senior leadership to ensure successful planning, execution, and rollout.
Responsibilities:
Delivery Leadership & Integrated Planning
Own end-to-end delivery management for workstreams across discovery, execution, and deployment phases of a multi-year technology migration program.
Develop and maintain an integrated plan across domains and vendors, including sequencing, milestones, dependency tracking, and critical path management.
Drive alignment across stakeholders on scope, iteration placement, and domain engagement points; ensure timelines and deliverables are actionable and measurable.
Cross-Domain Dependency, RAID, and Escalation Management
Lead RAID management and ensure proactive mitigation and escalation paths for delivery-critical constraints.
Facilitate resolution of cross-team blockers and manage escalation through governance forums and leadership alignment paths.
Domain Engagement & Discovery Execution
Drive domain engagement execution during discovery, including expectations for recurring participation and timely review/approvals.
Ensure SMEs and stakeholders support joint discussions, validation, confirmations, and sign-offs within expected timeframes and that deliverables are reviewed on schedule.
Coordinate with vendor teams to ensure discovery outputs are accurate, validated, and ready for sign-off.
Governance, Reporting, and Executive Communications
Provide clear, concise status reporting on progress, RAID, scope impacts, and capacity/resource risks — supporting steering committee and leadership updates.
Track program health and ensure transparent communication of key milestones, including application analysis progress and scope confirmation.
Maintain delivery compliance with internal governance and intake/change processes.
Vendor & Financial Coordination
Partner with vendor teams to manage timelines, deliverables, and performance against discovery/execution expectations.
Support program financial tracking inputs (e.g., actuals/forecast alignment) in partnership with Finance stakeholders.
About the Program
This program involves migrating data, code, APIs, and integrations from a legacy platform to a modern enterprise technology stack.
Discovery spans a large application landscape with significant cross-domain dependencies.
The initiative requires strong program management discipline to navigate capacity constraints, evolving scope, and complex stakeholder alignment.
What Success Looks Like (First 6–12 Months)
Discovery execution is running to plan, with domain participation structured and predictable — engagement hours, reviews, and sign-offs occurring within defined SLAs.
Integrated program plan is baselined with clear dependencies, owners, and escalation paths; RAID is actively managed and communicated.
Leadership has transparent visibility into capacity gaps and decisions required to stay on-track, with crisp options and recommended actions.
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.
Minimum of 8+ years of experience leading complex, cross-functional technology initiatives in a matrixed enterprise environment.
Demonstrated ability to lead integrated planning, dependency management, and RAID governance across multiple teams.
Proven experience driving stakeholder alignment and managing delivery in constrained-capacity environments.
Good written and verbal communication skills, including leadership-ready status reporting and facilitation of governance forums.
Experience with delivery tools such as Jira / Confluence and Microsoft Office suite (or equivalent).
Preferences
Experience with platform modernization, data migration, or large-scale transformation programs.
Financial services / wealth management technology experience.
Experience managing vendor-led delivery (discovery and/or execution).
Pay Range:
$97,335.00 - $162,225.00Actual 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
- 8+ years leading complex, cross-functional technology initiatives in a matrixed enterprise environment
- Experience leading integrated planning, dependency management, and RAID governance across multiple teams
- Proven experience driving stakeholder alignment and managing delivery in constrained-capacity environments
- Strong written and verbal communication skills, including leadership-ready status reporting and governance facilitation
- Experience with delivery tools such as Jira, Confluence, and Microsoft Office suite (or equivalent)
- Experience with platform modernization, data migration, or large-scale transformation programs
- Financial services / wealth management technology experience
- Experience managing vendor-led delivery (discovery and/or execution)
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.
