VP, Portfolio Delivery Lead

LPL Financial; Fort Mill (SC); On-site; USD 141,000 - 236,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Portfolio Delivery Lead/Sr. Program Manager to steward a portfolio of programs and projects across one or more business units.

You will provide strategic guidance, oversee portfolio execution, and drive governance, reporting, and resource planning to deliver value across the organization. The role emphasizes leadership, collaboration with business and technology teams, and the ability to align initiatives with strategic objectives while delivering measurable outcomes.

Qualifications

• 8+ years of professional experience.
• Excellent verbal, written, and presentation communication skills.
• 5-10 years of experience working with business stakeholders in a cross-functional matrix environment.
• 5+ years of experience delivering technology solutions.

Responsibilities

• Monitor the quality of project outputs to ensure strategic objectives are achieved.
• Establish and maintain effective working relationships with stakeholders while ensuring clear and consistent portfolio communications.
• Partner with business and technology stakeholders to define roadmaps for future product, process, and system development.
• Identify, assess, and resolve conflicts related to project priorities and portfolio execution.
• Assess and communicate resource requirements aligned with portfolio plans and strategic objectives.
• Provide leadership, coaching, and developmental guidance to portfolio team members.
• Ensure accurate and timely reporting across all projects to support stakeholder, sponsor, and management decision-making.
• Formulate, organize, and oversee interconnected programs and projects.
• Support PMO budgeting, forecasting, and reporting activities.
• Drive governance practices that ensure portfolio alignment with organizational goals and delivery standards.

Skills

Portfolio management

Stakeholder management

Leadership

Strategic planning

Communication

Education

Bachelor's degree in Project Management, Technology, or related field

Tools

PMO budgeting tools

Roadmapping tools

Job description

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience, shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win, clients, LPL, and most importantly, our employees.

Job Overview

The Portfolio Delivery Lead/Sr. Program Manager will lead a portfolio of programs and projects, ensuring long-term delivery success and project effectiveness across one or more business units. This role provides strategic guidance to align programs and projects with business objectives, oversees portfolio execution, manages stakeholder engagement, and drives effective governance, reporting, resource planning, and team development.

Responsibilities

• Monitor the quality of project outputs to ensure strategic objectives are achieved.
• Establish and maintain effective working relationships with stakeholders while ensuring clear and consistent portfolio communications.
• Partner with business and technology stakeholders to define roadmaps for future product, process, and system development.
• Identify, assess, and resolve conflicts related to project priorities and portfolio execution.
• Assess and communicate resource requirements aligned with portfolio plans and strategic objectives.
• Provide leadership, coaching, and developmental guidance to portfolio team members.
• Ensure accurate and timely reporting across all projects to support stakeholder, sponsor, and management decision-making.
• Formulate, organize, and oversee interconnected programs and projects.
• Support PMO budgeting, forecasting, and reporting activities.
• Drive governance practices that ensure portfolio alignment with organizational goals and delivery standards.

What Are We Looking For?

We are seeking a leader who is committed to helping teams pursue greatness, consistently act with integrity, and is driven to help our clients succeed. The ideal candidate fosters collaboration, encourages teams to win together, and helps create an environment where employees can create and share joy while delivering meaningful business outcomes.

Requirements

• Bachelor's degree in Project Management, Technology, or a related field.
• 8+ years of professional experience.
• Excellent verbal, written, and presentation communication skills.
• 5-10 years of experience working with business stakeholders in a cross-functional matrix environment.
• 5+ years of experience delivering technology solutions.

Preferences

• Experience managing budgets ranging from $10M to $50M.
• Experience operating and managing work within an agile environment.
• Thorough understanding of project and program management techniques and methodologies.
• Outstanding leadership and organizational skills.
• Excellent problem-solving abilities.

Pay Range

$141,419.00 - $235,664.00

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.

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 thriving businesses. 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.

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 [phone].

EAC 5.19.26