Senior Project Manager, Advisor Real… at LPL Financial… · Charlotte

Senior Project Manager, Advisor Real Estate Location: Fort Mill/Charlotte 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 Senior Project Manager, Advisor Real Estate supports LPL Financial’s advisor real estate portfolio and is responsible for leading real estate project execution across a variety of initiatives. While there will be a significant focus on Liquidity & Succession (L&S) transactions, this role also supports broader project management needs across the advisor portfolio. The Senior Project Manager serves as the project management point of coordination for real estate‑related workstreams, informing project scope and budgets, managing execution within approved financial parameters, and partnering with internal teams and external vendors to deliver work aligned with LPL standards, branding, and business timelines. Given LPL’s continued growth and evolving business needs, the scope of this role may evolve over time. Why This Role Matters: Advisor real estate projects are often closely tied to business milestones, growth initiatives, and organizational change. Effective project management helps ensure these initiatives are executed thoughtfully, efficiently, and in alignment with enterprise standards and financial expectations. This role supports successful outcomes across the advisor real estate portfolio by providing strong project management coordination, budget discipline, and cross‑functional alignment. The Senior Project Manager helps enable timely delivery, supports a consistent advisor and employee experience, and contributes to long‑term portfolio and business success. Roles & Responsibilities: Lead real estate project management activities across the advisor portfolio, including initiatives associated with Liquidity & Succession transactions as well as other advisor real estate projects. Manage a broad range of real estate project scope, which may include, but is not limited to, office transitions, refreshes, relocations, consolidations, new office setups, supplemental power and data needs, TV/AV additions, signage updates, furniture replacement or supplementation, and light interior refreshes (e.g., carpet, paint, or other finish updates). Coordinate architectural, furniture, and existing‑conditions surveys as needed to document current conditions and support scope development and cost estimating. Develop project schedules, monitor milestones and dependencies, and proactively manage risks to support alignment with business timelines and priorities. Inform and develop real estate scope inputs used to establish project and deal budgets. Track project costs against approved budgets, review vendor proposals and invoices for scope and budget alignment, and obtain required approvals for scope changes or spend exceeding approved budgets. Serve as the project management point of coordination for real estate workstreams, partnering with internal teams while recognizing that other functional owners may directly manage specific components of projects. Partner closely with Corporate Real Estate teammates and internal stakeholders, including Technology, Marketing, Corporate Development, Integrations, and other supporting teams, to align scope, timing, responsibilities, and dependencies. Coordinate with landlords, external vendors, architects, furniture partners, and service providers to execute approved scope in accordance with LPL standards and processes. Maintain accurate project documentation, including scope, schedules, budgets, approvals, and closeout materials. Communicate proactively with stakeholders regarding project status, risks, budget considerations, and upcoming activities. Support additional advisor real estate initiatives and related responsibilities as needed in response to evolving business priorities, portfolio growth, or changes in organizational needs. 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 or equivalent professional experience. 3-5 years of project management experience supporting real estate and/or construction‑related projects, such as office relocations, tenant improvements, interior refreshes, renovations, or space integrations. Core Competencies: Demonstrated experience developing project budgets, tracking spend and coordinating approvals within defined financial constraints. Ability to manage multiple projects simultaneously while meeting deadlines tied to business and portfolio milestones. Strong organizational, problem‑solving, and communication skills. Proficiency in Microsoft Office and project tracking tools. Cross‑Functional Coordination Vendor Management Communication and Stakeholder Engagement Attention to Detail and Risk Management Preferences: Experience supporting advisor real estate projects related to acquisitions, integrations, or portfolio‑level initiatives. Exposure to workplace design, furniture systems, interior finishes, and building infrastructure (power/data, AV). Design experience is a plus, but not required. PMP or other project management certification preferred Pay Range: $84,872.00 - $141,522.00 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! 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 LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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. EAC12.9.25 Additional Locations: Remote North Carolina, Remote South Carolina, San Diego