Search for Project Manager roles focusing on investment product integration in San Diego, ideally full-time with 5+ years of experience in financial services, and requiring PMP certification.

Okay, I've searched for Project Manager roles focusing on investment product integration in San Diego. They are full-time positions requiring 5+ years of experience in financial services and PMP certification. I have found 75 positions for you.

Project Manager

San Diego, CA

5 years + Experience

Financial Services

PMP

Can you help me to analyze the job description and company culture?

Sure. Here's the analysis:

Job Analysis:

The AVP, Project Manager role at LPL Financial is fundamentally about ensuring the successful integration of investment products and advisory platforms to support the firm's growth strategy through M&A and large deal activities. This position is pivotal for facilitating the seamless execution of complex projects that are vital for the company’s operations. The core responsibilities illustrate a need for meticulous organizational skills and the ability to communicate effectively across various teams, as the candidate will be coordinating multifaceted projects across different business units. The necessity to track, manage, and report on project progress, risks, and issues underlines the importance of strategic thinking and proactive problem-solving. Success in this role will likely be measured by the ability to meet project timelines while effectively mitigating risks, thus enhancing the firm’s operational capabilities and supporting its ambition to lead in the financial advisory industry.

Company Analysis:

LPL Financial stands as a prominent player in the wealth management industry, embodying a growth-oriented and innovative spirit that is deeply rooted in its commitment to support financial advisors. As a leader in the financial advisor-mediated marketplace, LPL provides a unique culture that values independence, creativity, and professionalism. Employees are encouraged to thrive in a collaborative environment, where they can pursue ambitious projects while making significant contributions to the company’s mission of delivering personalized financial guidance. The role of AVP, Project Manager is not merely administrative; it is strategically aligned with the company’s goals of integrating advanced investment solutions and enhancing the advisor-client relationship, making this position integral to LPL’s overall success. The culture at LPL emphasizes community focus and diversity, which suggests that candidates in this role will need to appreciate inclusivity and teamwork to drive impactful work within the organization.

Mock up some interview questions based on the job description.

Absolutely. Here are some mock interview questions that could come up:

Can you describe a time when you had to manage a complex project? What challenges did you face and how did you overcome them?
Tell me about a specific instance when you identified a risk in a project. What steps did you take to address it?
How have you previously worked with cross-functional teams to ensure project success, and what strategies did you find most effective?
What is your experience with managing multiple projects simultaneously? How do you prioritize tasks in a fast-paced environment?
How would you evaluate the success of an investment product integration project? What metrics or KPIs would you consider?
Describe your experience with project management tools like Jira or Smartsheet. How have they helped you manage projects effectively?
Given the recent trends in the financial services industry, how would you approach integrating new investment products into our existing platform?
Imagine you are leading a project that faces unexpected delays. How would you communicate this to stakeholders and manage their expectations?
How do you ensure that changes are implemented smoothly within cross-functional teams? Can you walk us through your change management process?
Why are you interested in working at LPL Financial, and how do you believe your values align with ours?
What motivates you to work in the wealth management sector, and how do you see your career evolving at LPL?
What do you think are the biggest challenges facing financial advisors today, and how can our projects be tailored to address these?
How would you approach facilitating a meeting with senior leadership to present project updates? What key points would you focus on?
If given an opportunity, what changes or innovations do you think could enhance LPL’s current investment product platform integration process?
What questions do you have for us about LPL Financial's culture or the specific expectations for the AVP, Project Manager role?

Job Details

Overview Company

AVP Project Manager

$106k/y-$176.8k/y

LPL Financial

2 days ago

Highlight

HybridFull-time5+ yearsSenior

Summary

LPL Financial is seeking an AVP, Project Manager: Investment Product & Platform Integration to join their team in San Diego, CA. The role involves driving key initiatives within the Wealth Management organization, focusing on Investment Product and Advisory Platform integration for M&A and large deal activities.

About the Role

As an AVP, Project Manager, you will oversee investment product and platform integrations, track progress, risks, and dependencies, and provide reports to senior teams. You will work with various business units, identify emerging risks, and develop mitigation strategies. The role requires strong communication skills and the ability to present materials to senior leadership.

About You

Required:

Bachelor’s degree, ideally in a financial-related discipline.
Project related certifications such as PMP, CAPM, SAFE.
Typically, 5+ years of professional project management experience in the financial services or wealth management industry.
Ability to identify, quantify, and control program risks using formal project management practices.
Expertise in key technical programs particularly Project Management and reporting, such as Lucid, Miro, Jira, Confluence, Smartsheet, Microsoft applications.
Working knowledge of LPL’s product suite, including advisory platforms and investment products such as Mutual Funds, ETFs, Annuities, UITs, Alternative Investments, and Separately Managed Accounts (SMAs).

Benefits

401(k)
LPL Total Rewards package including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

LPL Financial

LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 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.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.

San Diego, CA