Senior Project Manager, Advisor Real Estate

Senior Project Manager, Advisor Real Estate Oversee real estate project execution for LPL Financial’s advisor portfolio, focusing on Liquidity & Succession transactions and other real estate initiatives. Serve as project management point of coordination, ensuring scope, budgets, and timelines align with LPL standards and business objectives. Key Responsibilities Lead real estate project management across the advisor portfolio, including liquidity & succession transactions and various office transitions, refreshes, relocations, consolidations, new office setups, power/data needs, TV/AV additions, signage updates, furniture replacement, interior refreshes. Coordinate architectural, furniture, and existing‑conditions surveys to support scope development and cost estimating. Develop project schedules, monitor milestones and dependencies, manage risks to align with business timelines. Inform and develop real estate scope inputs for project and deal budgets. Track project costs against approved budgets, review vendor proposals and invoices, obtain required approvals for scope changes or overspend. Act as project management point of coordination, partnering with internal teams while recognizing other functional owners may manage specific components. Partner closely with Corporate Real Estate teammates and stakeholders (Technology, Marketing, Corporate Development, Integrations, etc.) to align scope, timing, responsibilities, and dependencies. Coordinate with landlords, external vendors, architects, furniture partners, and service providers to execute approved scope per LPL processes. Maintain accurate project documentation: scope, schedules, budgets, approvals, closeout materials. Communicate proactively with stakeholders about status, risks, budget considerations, and upcoming activities. Support additional advisor real estate initiatives in response to evolving priorities. Qualifications and Experience Bachelor’s degree or equivalent professional experience. 3–5 years of project management experience supporting real estate and/or construction‑related projects (office relocations, tenant improvements, interior refreshes, renovations, or space integrations). Core Competencies Developing project budgets, tracking spend, and coordinating approvals within defined financial constraints. Managing multiple projects simultaneously while meeting deadlines tied to business and portfolio milestones. Strong organizational, problem‑solving, and communication skills. Proficiency in Microsoft Office and project tracking tools. Cross‑functional coordination, vendor management, communication and stakeholder engagement. Attention to detail and risk management. Preferred Experience and Skills Experience supporting advisor real estate projects related to acquisitions, integrations, or portfolio‑level initiatives. Exposure to workplace design, furniture systems, interior finishes, and building infrastructure (power/data, AV). Design experience is a plus, but not required. PMP or other project management certification preferred. Compensation Pay Range: $84,872.00 – $141,522.00. Base salary varies based on skills, experience, education, and location. LPL offers a competitive Total Rewards package. Benefits 401(k) matching Health benefits Employee stock options Paid time off Volunteer time off Other competitive perks and resources to support life at work and at home Equal Opportunity Employer Principals only. EOE. #J-18808-Ljbffr