M&A Large Deals Program Manager

Posted 3 Days Ago
Be an Early Applicant
2 Locations
137K-229K Annually
Senior level
Fintech
The Role
The Program Manager will drive large M&A deals and partnerships at LPL Financial, ensuring clear documentation of requirements, maintaining deal roadmaps, managing financials, and providing updates to senior management and clients. The role requires collaboration across teams and the ability to influence decision makers.
Summary Generated by Built In

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? 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. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL is looking for a senior Program Manager to drive the success of our large M&A deals and partnerships.

Responsibilities:

  • Drive the delivery of large M&A deals and partnerships

  • Partner closely with domain Product managers and Tech leads

  • Ensure end-to-end requirements are clearly documented

  • Maintain visibility and tracking of deal roadmap to an on-time and on-budget execution - oversee successful execution

  • Ensure upstream & downstream dependencies are understood and documented

  • Manage financials for the deal

  • Put a governance model and tools in place to manage scope, drive resolution of issues and challenges, and communicate status

  • Provide updates to senior management and LPL and clients

What 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 are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • 10+ years of experience in the financial services industry,

  • 7+ years experience driving large-scale transformational initiatives with program management disciplines

Core Competencies:

  • Excellent communication skills, with the ability to partner effectively with various levels within the organization and influence key decision makers

  • The ability to lead across a cross-functional team and drive outcomes without having direct authority

  • Desire to drive a world-class experience for our clients and partners

  • Strong understanding of Agile processes and tools

Preferences:

  • PMP highly preferred

  • The ability to turn data into insights, actions, and decisions

  • Exception problem-solving and critical thinking skills

  • Results-oriented


 

Pay Range:

$137,300.00 - $228,800.00


 

Actual 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!


 

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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.

The Company
HQ: San Diego, CA
8,926 Employees
On-site Workplace
Year Founded: 1989

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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