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 an innovative team that builds products which are transforming the organization? If so, LPL Financial is the place 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.

Excited to learn more? If so, then this could be the role for you!

Job Overview:

As a Project Business Coordinator, you will work closely with the project leaders and cross-functional teams to ensure the smooth execution of projects, gather, and document project requirements, and actively engage with team and clients to address during the whole project lifecycle. You will organize and communicate details related to a specific assignment or task while serving as an interface between insurance team members and managers.

Responsibilities:

• Work closely with project /portfolio managers to create comprehensive action plans concerning resources, budgets, and timeframes for projects.

• Plan and manage team goals, project schedules and new information

• Analyze risks, opportunities, and blockers. Work with the Project Manager to eliminate blockers.

• Act as the point of contact and communicate project status to all participants

• Create and maintain comprehensive project documentation, plans, and reports

• Ensure standards and requirements are met through conducting quality assurance tests

• Facilitate requirement gathering sessions and document clear and detailed business requirements.

• Scheduling stakeholder meetings and facilitating communication between the project manager and stakeholders throughout the project life cycle

• Be the trusted technical advisor for the insurance team managing the systems and underlying technology roadmap, but you will also be their “technology thinker”, constantly looking at ways to innovate and challenge existing methods/technologies and ways of doing things.

• A focus on continuous improvement and driving initiatives that deliver value such as integration and automation

• Assisting with resource scheduling so that team members have the resources they need to complete their tasks

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:

• Proven 5+ years of work experience as a project manager, business analysis and/or a similar role

• Experience in project management, from conception to delivery

• Must have a background in working as a business-technology liaison, as well as strong client facing skills

• An ability to prepare and interpret flowcharts, schedules, and step-by-step action plans

• Solid organizational skills, including multitasking and time-management

Preferences:

• Experience with the insurance domain is highly desirable

• Familiarity with risk management and quality assurance control

• Strong working knowledge of Microsoft Project and Microsoft Planner

Pay Range:

$79,700.00 - $132,800.00

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!

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.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

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 (855) 575-6947.