LPL Financial
5001 - 10000 employees
Founded LPL Financial
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
M&A Product Transformation Manager
🕒 July 21
🏢🏡 New York City – Hybrid
💵 $167.1k - $278.5k / year
⏰ Full Time
🔴 Lead
👔 Manager
🦅 H1B Visa Sponsor
👻 Ghost score 20%
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LPL Financial
5001 - 10000 employees
Founded LPL Financial
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
📋 Description
• Lead the M&A product team • Oversee capability builds and integration readiness for large M&A deals • Partner closely with domain Product and Tech leads • Ensure end-to-end requirements are documented and prioritized • Maintain visibility and tracking of deal roadmap • Manage financials for the deal • Triage and resolve complex issues • Build playbooks and standardize integration processes
🎯 Requirements
• 10+ years of experience in the financial services industry • Excellent communication skills • Ability to lead across a cross-functional team • Desire to drive a world-class experience for clients and partners • Strong understanding of Agile processes and tools
🏖️ Benefits
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off
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