Senior Project Manager, Advisor Real Estate

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, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

About the Team

LPL Financial Holdings Inc. is among the fastest-growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. 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 and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

About the Role

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.

You will serve as the project management point of coordination for real estate-related workstreams, informing project scope and budgets, and managing execution within approved financial parameters. This role involves 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.

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. You will help enable timely delivery, support a consistent advisor and employee experience, and contribute to long-term portfolio and business success.

Why Join LPL?

We are 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.

Our Culture

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.

Hiring Process & Application

Please log in or create an account to apply to this position. Principals only.

Interview Security Notice: 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.

Equal Opportunity

We are an Equal Opportunity Employer (EOE) and support workplace equality, embracing diverse perspectives and backgrounds.