What are the responsibilities and job description for the AVP, Technology Program Manager position at LPL Financial?
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!
Excited to learn more? If so, then this could be the role 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:
The AVP, Technology Project Manager is responsible for providing program management support to project teams.
This role supports the following EPMO service offerings:
Project Epics Management
Quality Management
Reporting
Benefits Management
Governance of processes, standards, etc.
Responsibilities:
Manage technology team project and maintenance activities from initiation to production support
Work collaboratively with Development teams, QE, Release Management and Infrastructure teams to resolve technical requirements
Communicate and collaborate with business units on project and maintenance efforts
Create, manage and track project documentation including detailed project plans, budget, resource plans, status reports, and risks/issues
Provide regular written and verbal communication to technology lead, program manager, and portfolio lead (where applicable) throughout the lifecycle of the project
Communicate issues & risks and help drive key decisions; help resolve project-related issues
Manage the day-to-day activities of projects and staff to ensure project deliverables are on schedule and within scope & budget
Support SDLC and PDLC processes and manages project documentation
Key Metrics
Estimate Burndown
Velocity
Average Velocity
% Say vs. Do / Commit to Complete Ratio
Say vs. Do Rolling Avg (5 sprints)
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:
4 year college degree, preferably in Project Management or Computer Science
4 years of experience managing highly complex and matrixed IT programs budgets up to $3M
Deep understanding of and ability to manage Project and Software Development Life Cycle(s) using either Agile or Waterfall methodologies
Agile or PMP certification
Strong knowledge of Microsoft Office, including Microsoft Project or similar tools
Working knowledge of JIRA, Aha!, Confluence or similar tools
Core Competencies:
Comfortable exercising judgment and using analytical skills in ambiguous situations
Outstanding attention to detail combined with the ability to see the big picture
Clear, effective verbal and written communication skills
Ability to learn quickly and adapt to a changing environment; proactive in seeking out information when necessary
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.
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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 (800) 877-7210.
