VP, Tech Portfolio & AI Delivery — Strategy & Execution

LPL Financial LLC; 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

More

Job summary

LPL Financial Holdings Inc. is seeking a VP of Technology Portfolio Management to drive portfolio health and strategic alignment across enterprise technology projects.

You will partner with CIO leadership, program managers, and delivery teams to govern budgets, milestones, and governance artifacts while enabling value realization. You will lead talent management for portfolio leads and managers, coordinate cross-functional efforts, and present insights to executives on a regular cadence.

Qualifications

• 10+ years of experience managing highly complex and matrixed IT programs budgets up to $25M.
• 5+ years of experience managing people with a proven track record of developing talent.
• 1+ year of experience managing a portfolio of AI Agents and AI-enabled products.
• Deep understanding of and ability to manage Project and Software Development Life Cycle(s) using both Agile and Waterfall methodologies.
• Core competencies: clear verbal and written communication, problem solving, and stakeholder collaboration.

Responsibilities

• Present portfolio health to executive team (CIO Direct) monthly
• Identify, elevate and resolve critical portfolio insights, opportunities and gaps
• Lead portfolio lead bi-weekly meetings for an executive audience
• Coordinate with program managers, technology and business executives to assure OKRs are aligned within the portfolio and to enterprise goals
• Talent Management for program managers, portfolio leads, release train engineers and scrum masters
• Be a resource to portfolio, program and project managers in developing upfront estimates of time and resource utilization through organized discovery with stakeholders
• Manage the portfolio budget, coordinate with finance leadership to ensure funds are used efficiently
• Arbitrate and resolve conflict within the portfolio when necessary.
• Understand when escalation is appropriate and provide clear definition of impediments to executives
• Assist organizational change management and enterprise intake control in defining the changes requested by stakeholders and prioritize those that will result in the best outcome for the firm.
• Plan and manage out-sourced projects and 3rd party vendors when necessary
• Create and maintain monthly executive reporting standards

Skills

Portfolio management

Leadership

Agile & Waterfall

Budget management

Stakeholder communication

Talent management

OKR alignment

Executive reporting

Education

4-year college degree

Tools

Microsoft Project

JIRA

Confluence

Aha!

Job description

LPL Financial Holdings Inc. is seeking a VP of Technology Portfolio Management to drive portfolio health and strategic alignment across enterprise technology projects.

You will partner with CIO leadership, program managers, and delivery teams to govern budgets, milestones, and governance artifacts while enabling value realization. You will lead talent management for portfolio leads and managers, coordinate cross-functional efforts, and present insights to executives on a regular cadence.