Search for Project Manager roles in San Diego within the financial services industry, requiring 5+ years of experience, with expertise in project management tools like Jira and Confluence, and a salary expectation of $120,000 or more.

Okay, I've searched for Project Manager roles in San Diego within the financial services industry, requiring 5+ years of experience, with expertise in project management tools like Jira and Confluence, and a salary expectation of at least $120,000. I have found 78 positions for you.

Project Manager

San Diego, CA

Financial Services

5 years + Experience

$120000+

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

Sure. Here's the analysis:

Job Analysis:

The AVP, Project Manager for Wealth Management Integration at LPL Financial is fundamentally responsible for driving the execution of critical initiatives that align with the firm’s growth strategies in the financial services sector. This role is pivotal in overseeing the integration of investment products and advisory platforms within the context of mergers and acquisitions, as well as large deal activities. The core responsibilities include developing and maintaining detailed project roadmaps, managing risks and dependencies, and providing updates to key governance teams, which necessitates an ability to communicate complex information clearly and work collaboratively across various business functions. Candidates will face challenges such as navigating the fast-paced, ever-evolving financial landscape, where quick adaptability and exceptional organizational skills are required to manage multiple ongoing projects. Success in this role hinges on the ability to foresee emerging risks, implement swift mitigation strategies, and ensure the seamless execution of high-stakes integration projects while fostering strong relationships with both leadership and cross-functional teams.

Company Analysis:

LPL Financial is a rapidly growing leader in the wealth management industry, serving around 29,000 financial advisors and managing approximately $1.7 trillion in assets. Its position as a significant player in the advisor-mediated marketplace indicates a focus on supporting independent financial professionals with comprehensive tools and resources. The company's culture appears to be innovation-driven, emphasizing collaboration, creativity, and a strong commitment to the success of its advisors and institutions. This environment is likely to support the AVP Project Manager's role, expecting them to thrive in a team-oriented atmosphere while juggling significant responsibilities. The role exists within a dynamic organizational context where visibility with senior leadership is expected, and the ability to directly impact the company’s growth strategy is paramount. As LPL continues to innovate and enhance its offerings, this role is strategically positioned to lead projects that will shape the future of the firm, making strategic hires critical to support broader company objectives.

Mock up some interview questions based on the job description.

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

Tell me about a time when you had to manage a complex project with multiple stakeholders. What challenges did you face, and how did you ensure successful completion?
Describe a situation where you identified a significant risk in a project. How did you handle it, and what was the outcome?
Can you provide an example of how you have used project management software to enhance project delivery? What specific tools did you find most effective?
Explain how you prioritize tasks when managing multiple projects with the same deadline.
How would you approach the integration of investment products and advisory platforms during an M&A process?
What strategies do you employ to maintain effective communication among diverse project teams and leadership?
Imagine you are faced with a last-minute change in project scope from senior leadership. How would you manage this change while keeping the team on track?
If a project timeline is slipping due to unforeseen delays, what steps would you take to assess and mitigate issues?
Why are you interested in working for LPL Financial specifically, and how do you see yourself contributing to our mission?
What aspects of LPL's approach to wealth management resonate most with you and align with your professional values?
What questions do you have about LPL Financial’s culture and how it supports the professional development of its employees?
How do you incorporate feedback from team members and stakeholders into your project management processes?

Job Details

Overview Company

AVP Project Manager

$106k/y-$176.8k/y

LPL Financial

21 hours ago

Highlight

HybridFull-time5+ yearsSenior

Summary

LPL Financial is seeking an AVP, Project Manager- Wealth Management 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- Wealth Management Integration, you will oversee investment product and platform integrations, track progress, risks, actions, issues, and dependencies across the workstream, and provide reports and updates to the Integration Joint Governance and Senior Working Teams. You will identify and escalate investment risks, work efficiently with individuals at all levels, and partner with project and team leaders to deploy change management. Strong written and oral communication skills are essential, as is the ability to present materials to senior leadership and frame complex issues impacting project outcomes.

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)
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

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