AVP, Product & Platform Strategic Projects
About The Position
As a member of the LPL Compliance and Risk Management team, the AVP, Product & Platform Strategic Projects role is responsible for supporting and managing a portfolio of projects related to regulatory matters and firm wide business initiatives including large conversions and M&A support. This person will be responsible for planning and overseeing projects to ensure completion in a timely fashion and within budget. Additional responsibilities include ensuring compliance with all internal and external standards and regulations, and contributing to the success and future of our organization.
Requirements
- Bachelors preferred or equivalent work experience
- 3+ years managing projects and working on firm-wide initiatives, preferably within financial services and/or acquisitions.
- Demonstrated ability to work collaboratively with many stakeholders across business units.
- Comfort with ambiguity with an ability to learn quickly and thrive in a complex, growth-oriented and dynamic environment
- The ideal candidate will have knowledge of our competitive landscape and understand the needs of both our advisors and LPL employees
- Foster a culture of engagement, diversity and inclusion
- A positive can-do attitude; willing to "get in the weeds" to support projects
- Utilize the principles of continuous process improvement to streamline and enhance the management of projects
- Resourceful in navigating across the organization to get work completed and issues resolved
- Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
- Strong team player with the ability to work effectively in a group as well as independently
- Strong oral and written communication skills
- Strong attention to detail, process, and organization
- Strong sense of personal accountability for work
- Ability to manage multiple priorities
- Ability to prepare presentations
Responsibilities
- Oversee multiple projects
- Develop detailed project plans to monitor and track progress
- Manage client expectations (internal and external)
- Manage changes to the project scope, project schedule and costs
- Report and escalate to management as needed
- Create and maintain comprehensive project documentation
- Oversee and manage risks that may impact projects
- Use and continually develop leadership skills
- Perform other related duties as assigned
- Schedule meetings, document takeaways and key decisions
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
