What are the responsibilities and job description for the People Integration Manager position at LPL Financial?
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 and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The People Integration Manager is responsible for executing People integration programs, projects, and employee transition activities supporting acquisitions and organizational growth. This role coordinates the day-to-day delivery of integration plans, onboarding activities, stakeholder communications, workforce transition processes, and employee experience initiatives.
This role works closely with the VP, People M&A, AVP, People Integration Partners, People COEs, People Business Partners, and business leaders to ensure integration activities are delivered consistently, efficiently, and in alignment with established People integration frameworks.
The role may independently lead smaller acquisitions or employee onboarding initiatives and serves as a key project manager across larger acquisition integrations.
Roles & Responsibilities:
Integration Program Execution
We’re 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.
Requirements:
$78,177.00 - $130,295.00
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!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. 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, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
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.
EAC 5.19.26
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 and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The People Integration Manager is responsible for executing People integration programs, projects, and employee transition activities supporting acquisitions and organizational growth. This role coordinates the day-to-day delivery of integration plans, onboarding activities, stakeholder communications, workforce transition processes, and employee experience initiatives.
This role works closely with the VP, People M&A, AVP, People Integration Partners, People COEs, People Business Partners, and business leaders to ensure integration activities are delivered consistently, efficiently, and in alignment with established People integration frameworks.
The role may independently lead smaller acquisitions or employee onboarding initiatives and serves as a key project manager across larger acquisition integrations.
Roles & Responsibilities:
Integration Program Execution
- Execute People integration activities across acquisitions, including onboarding, employee transitions, communications, documentation, data validation, and issue resolution.
- Coordinate implementation of integration plans and support successful employee transitions into LPL.
- Manage project plans, timelines, deliverables, and integration trackers for assigned acquisitions and initiatives.
- Monitor progress, identify risks, and escalate issues to integration leaders as needed.
- Support due diligence preparation, data gathering, and integration readiness activities.
- Coordinate employee onboarding activities for acquired employee populations and employee advisor teams.
- Ensure employees receive timely communications, training, benefit information, system access, and onboarding resources.
- Serve as a key point of contact for employees and leaders during onboarding and transition periods.
- Support employee engagement and retention initiatives throughout the integration process.
- Partner with Talent Acquisition, Payroll, Benefits, Learning & Development, Employee Relations, People Operations, Compliance, Legal, and business partners to execute integration activities.
- Facilitate stakeholder meetings, document action items, and ensure deliverables are completed on schedule.
- Coordinate dependencies between People workstreams and broader acquisition activities.
- Maintain integration dashboards, trackers, and project documentation.
- Analyze onboarding, transition, and employee experience metrics.
- Identify process gaps and recommend improvements to increase efficiency, consistency, and employee satisfaction.
- Support development and maintenance of People integration playbooks, tools, templates, and standard operating procedures.
- Lead People integration efforts for smaller acquisitions and employee onboarding initiatives.
- Manage assigned projects independently while escalating strategic decisions and complex risks appropriately.
- Support change management and communication activities associated with integration programs.
We’re 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.
Requirements:
- Bachelor's degree in Human Resources, Business Administration, or related field.
- 5 years' experience in Human Resources, Employee Onboarding, or People Integration Activities.
- Project Management Experience.
- Strong organizational and project management skills with attention to detail.
- Experience coordinating cross-functional initiatives and managing competing priorities.
- Knowledge of HR processes including onboarding, employee transitions, payroll, benefits, talent acquisition, and HR operations.
- Proficiency with Workday, Smartsheet, Microsoft Office, and related workflow tools.
- Strong communication, stakeholder management, and customer service skills.
- Experience in financial services, acquisitions, or organizational integration
$78,177.00 - $130,295.00
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!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. 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, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
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.
EAC 5.19.26
Salary : $78,177 - $130,295