Financial Project Manager Jobs in California
Financial Project Manager jobs in California are among the most active in the country, with strong demand concentrated in corporate finance, technology, real estate development, and infrastructure sectors at levels from entry-level analyst to senior program director. The largest hiring metros are Los Angeles, San Francisco, and San Jose, where established employers such as Wells Fargo, Kaiser Permanente, and Chevron consistently staff financial project management teams. The most in-demand specialties are capital budgeting, financial systems implementation, and M&A integration. Find a role that fits below and apply directly.
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Showing 5 of 29+ Financial Project Manager jobs
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 Senior Project Manager, Advisor Real Estate supports LPL Financial’s advisor real estate portfolio and is responsible for leading real estate project execution across a variety of initiatives. While there will be a significant focus on Liquidity & Succession (L&S) transactions, this role also supports broader project management needs across the advisor portfolio. The Senior Project Manager serves as the project management point of coordination for real estate‑related workstreams, informing project scope and budgets, managing execution within approved financial parameters, and partnering with internal teams and external vendors to deliver work aligned with LPL standards, branding, and business timelines. Given LPL’s continued growth and evolving business needs, the scope of this role may evolve over time.
Why This Role Matters:
Advisor real estate projects are often closely tied to business milestones, growth initiatives, and organizational change. Effective project management helps ensure these initiatives are executed thoughtfully, efficiently, and in alignment with enterprise standards and financial expectations. This role supports successful outcomes across the advisor real estate portfolio by providing strong project management coordination, budget discipline, and cross‑functional alignment. The Senior Project Manager helps enable timely delivery, supports a consistent advisor and employee experience, and contributes to long‑term portfolio and business success.
Roles & Responsibilities:
- Lead real estate project management activities across the advisor portfolio, including initiatives associated with Liquidity & Succession transactions as well as other advisor real estate projects.
- Manage a broad range of real 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 current conditions and support scope development and cost estimating.
- Develop project schedules, monitor milestones and dependencies, and proactively manage risks to support alignment with business timelines and priorities.
- Inform and develop real 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 point of coordination for real estate workstreams, partnering with internal teams while recognizing that other functional owners may directly manage specific components of projects.
- Partner closely with Corporate Real 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 real estate initiatives and related responsibilities as needed in response to evolving business priorities, portfolio growth, or changes in organizational needs.
What are we looking for?
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 or equivalent professional experience.
- 3-5 years of project management experience supporting real estate and/or construction‑related projects, such as office relocations, tenant improvements, interior refreshes, renovations, or space integrations.
Core Competencies:
- Demonstrated experience developing project budgets, tracking spend and coordinating approvals within 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 Microsoft Office and project tracking tools.
- Cross‑Functional Coordination
- Vendor Management
- Communication and Stakeholder Engagement
- Attention to Detail and Risk Management
Preferences:
- 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.
Pay Range:
$84,872.00 - $141,522.00
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, 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.
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.
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.
EAC12.9.25
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 Senior Project Manager, Advisor Real Estate supports LPL Financial’s advisor real estate portfolio and is responsible for leading real estate project execution across a variety of initiatives. While there will be a significant focus on Liquidity & Succession (L&S) transactions, this role also supports broader project management needs across the advisor portfolio. The Senior Project Manager serves as the project management point of coordination for real estate‑related workstreams, informing project scope and budgets, managing execution within approved financial parameters, and partnering with internal teams and external vendors to deliver work aligned with LPL standards, branding, and business timelines. Given LPL’s continued growth and evolving business needs, the scope of this role may evolve over time.
Why This Role Matters:
Advisor real estate projects are often closely tied to business milestones, growth initiatives, and organizational change. Effective project management helps ensure these initiatives are executed thoughtfully, efficiently, and in alignment with enterprise standards and financial expectations. This role supports successful outcomes across the advisor real estate portfolio by providing strong project management coordination, budget discipline, and cross‑functional alignment. The Senior Project Manager helps enable timely delivery, supports a consistent advisor and employee experience, and contributes to long‑term portfolio and business success.
Roles & Responsibilities:
- Lead real estate project management activities across the advisor portfolio, including initiatives associated with Liquidity & Succession transactions as well as other advisor real estate projects.
- Manage a broad range of real 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 current conditions and support scope development and cost estimating.
- Develop project schedules, monitor milestones and dependencies, and proactively manage risks to support alignment with business timelines and priorities.
- Inform and develop real 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 point of coordination for real estate workstreams, partnering with internal teams while recognizing that other functional owners may directly manage specific components of projects.
- Partner closely with Corporate Real 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 real estate initiatives and related responsibilities as needed in response to evolving business priorities, portfolio growth, or changes in organizational needs.
What are we looking for?
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 or equivalent professional experience.
- 3-5 years of project management experience supporting real estate and/or construction‑related projects, such as office relocations, tenant improvements, interior refreshes, renovations, or space integrations.
Core Competencies:
- Demonstrated experience developing project budgets, tracking spend and coordinating approvals within 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 Microsoft Office and project tracking tools.
- Cross‑Functional Coordination
- Vendor Management
- Communication and Stakeholder Engagement
- Attention to Detail and Risk Management
Preferences:
- 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.
Pay Range:
$84,872.00 - $141,522.00
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, 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.
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.
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.
EAC12.9.25
See All 29 Financial Project Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find JobsFinancial Project Manager Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Project Manager Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- DoorDash3
- Edelman Financial Engines2
- KPMG2
- Ramp2
- Abbott1
Top Industries Hiring
- Technology & Software6
- Banking & Financial Services4
- Investment & Asset Management4
- Accounting & Auditing3
- Consulting & Professional Services3
What California Employers Look For
The qualifications that appear most often in financial project manager jobs across California.
- Bachelor's degree in finance, accounting, business, or a related field required
- PMP or CAPM certification strongly preferred by California technology and infrastructure employers
- Three or more years managing budgets, forecasts, or financial reporting for cross-functional projects
- Proficiency in financial modeling tools and project management software such as Smartsheet or MS Project
- Experience with ERP platforms including SAP, Oracle Financials, or Workday in enterprise environments
- Strong stakeholder communication skills for presenting financial data to executive and operations teams
Financial Project Manager Jobs in California: Frequently Asked Questions
How do you become a financial project manager in California?
The most direct path is a bachelor's degree in finance, accounting, or business administration followed by field experience managing financial deliverables on cross-functional projects. California does not require a state-issued license for this role, but employers widely expect a PMP credential from the Project Management Institute or a CPA license from the California Board of Accountancy for finance-heavy positions. Building experience in budgeting, forecasting, or financial systems implementations opens the clearest route.
How much do financial project managers make in California?
Financial project managers in California earn a median of about $120,910 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $69,180 for the lowest 10% to over $188,560 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial project managers in California?
Employers hiring financial project managers in California right now include DoorDash, Edelman Financial Engines, and KPMG, based on current listings on Migrate Mate as of June 2026. California's concentration of technology headquarters, large healthcare systems, and major financial institutions means demand is spread across multiple industries rather than a single sector.
Which California cities have the most financial project manager jobs?
San Francisco, Los Angeles, and Santa Clara have the most financial project manager openings in California. Los Angeles generates volume through entertainment, real estate, and large corporate headquarters, while San Francisco and San Jose are driven by the concentration of technology companies, venture-backed firms, and major financial services operations in the Bay Area.
Are there remote financial project manager jobs in California?
Yes, and more than most fields. About 31% of financial project manager openings tied to California are remote or hybrid as of June 2026, reflecting the desk-based and analytical nature of the role. The work most commonly done remotely includes financial modeling, budget reporting, and systems implementation coordination, while stakeholder-intensive phases often call for on-site presence.
How can I get hired as a financial project manager in California with little or no experience?
The most realistic entry point is a junior financial analyst or project coordinator role at a large California employer such as a major health system, technology firm, or public utility, where internal mobility into project management is common. Kaiser Permanente, the University of California system, and large construction and infrastructure firms run rotational or associate programs that expose early-career candidates to project finance work. Earning a CAPM certification from the Project Management Institute or passing the CPA exam through the California Board of Accountancy signals readiness and gives candidates a concrete edge over peers without credentials.
Where can I find and apply to financial project manager jobs in California?
You can find and apply to financial project manager jobs in California on Migrate Mate, which lists current California openings. Find the roles that fit your experience and location and apply directly to the employer.
See All 29 Financial Project Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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