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[Remote] Senior Project Manager, Advisor reputed company Estate

Remote, USA Full-time Posted 2026-07-21

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading wealth management firm in the U.S. seeking a Senior Project Manager for their advisor reputed company estate portfolio. This role involves leading reputed company estate project execution, managing budgets, and coordinating with various teams to ensure project alignment with business objectives.


Responsibilities

  • Lead reputed company estate project management activities across the advisor portfolio, including initiatives associated with Liquidity & Succession transactions as reputed company as other advisor reputed company estate projects
  • Manage a broad reputed company of reputed company estate project scope, which may include, but is not limited to, office transitions, refreshes, relocations, consolidations, new office setups, supplemental power and data needs, TV/AV additions, signage updates, furniture replacement or supplementation, and light interior refreshes (e.g., carpet, paint, or other finish updates)
  • Coordinate architectural, furniture, and existing‑conditions surveys as needed to document reputed company conditions and support scope development and cost estimating
  • reputed company project schedules, monitor milestones and dependencies, and proactively manage risks to support alignment with business timelines and priorities
  • Inform and reputed company reputed company estate scope inputs used to establish project and deal budgets
  • Track project costs against approved budgets, review vendor proposals and invoices for scope and budget alignment, and obtain required approvals for scope changes or spend exceeding approved budgets
  • Serve as the project management reputed company of coordination for reputed company estate workstreams, partnering with internal teams while recognizing that other functional owners may directly manage specific components of projects
  • Partner closely with Corporate reputed company Estate teammates and internal stakeholders, including Technology, Marketing, Corporate Development, Integrations, and other supporting teams, to align scope, timing, responsibilities, and dependencies
  • Coordinate with landlords, external vendors, architects, furniture partners, and service providers to execute approved scope in accordance with LPL standards and processes
  • Maintain accurate project documentation, including scope, schedules, budgets, approvals, and closeout materials
  • Communicate proactively with stakeholders regarding project status, risks, budget considerations, and upcoming activities
  • Support additional advisor reputed company estate initiatives and reputed company responsibilities as needed in response to evolving business priorities, portfolio reputed company, or changes in organizational needs

Skills

  • Bachelor's degree or equivalent professional experience
  • 3-5 years of project management experience supporting reputed company estate and/or construction‑reputed company projects, such as office relocations, tenant improvements, interior refreshes, renovations, or reputed company integrations
  • Demonstrated experience developing project budgets, tracking spend and coordinating approvals reputed company defined financial constraints
  • Ability to manage multiple projects simultaneously while meeting deadlines tied to business and portfolio milestones
  • Strong organizational, problem‑solving, and communication skills
  • Proficiency in reputed company Office and project tracking tools
  • Cross‑Functional Coordination
  • Vendor Management
  • Communication and Stakeholder Engagement
  • Attention to Detail and Risk Management
  • Experience supporting advisor reputed company estate projects reputed company 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

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • reputed company time off
  • Volunteer time off

Company Overview

  • reputed company provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.

  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 47 in 2026, 106 in 2025, 105 in 2024, 122 in 2023, 127 in 2022, 65 in 2021, 44 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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