VP, Tech Portfolio Management: Data, Analytics & AI

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

The VP of Technology Portfolio Management at LPL Financial leads portfolio planning, governance, and delivery across the enterprise technology portfolio. You will work with project teams and stakeholders to ensure alignment, transparency, and value realization, driving consistency and execution discipline.

You will partner with scrum teams and executives to optimize resources, manage budgets, and translate strategic priorities into high-impact outcomes, reporting to the VPII of Enterprise

Qualifications

• Minimum of 10 years of experience managing highly complex IT programs and budgets up to $25M.
• Minimum of 5 years of people management with a track record of developing talent.
• Minimum of 1 year of experience managing a portfolio of AI Agents and AI-enabled products.
• Deep understanding of Project and Software Development Life Cycle(s) using Agile and Waterfall.

Responsibilities

• Present portfolio health to executive team monthly.
• Identify and resolve critical portfolio insights and gaps.
• Lead bi-weekly portfolio lead meetings for an executive audience.
• Coordinate with program managers and executives to align OKRs with enterprise goals.
• Talent management for program managers, portfolio leads, RTEs and scrum masters.
• Develop upfront estimates of time and resources through stakeholder discovery.
• Manage the portfolio budget and coordinate with finance.
• Arbitrate conflicts and define impediments for executives.
• Support change management and intake control, prioritizing impactful changes.
• Plan and manage outsourced projects and third-party vendors.
• Create and maintain monthly executive reporting standards.

Skills

Portfolio management

Leadership

Agile methodologies

Budget management

Stakeholder communication

Education

4-year college degree

Tools

JIRA

Confluence

Microsoft Project

Aha!

Job description

The VP of Technology Portfolio Management at LPL Financial leads portfolio planning, governance, and delivery across the enterprise technology portfolio. You will work with project teams and stakeholders to ensure alignment, transparency, and value realization, driving consistency and execution discipline.

You will partner with scrum teams and executives to optimize resources, manage budgets, and translate strategic priorities into high-impact outcomes, reporting to the VPII of Enterprise