VP, Technology Portfolio Management - Data, Analytics & AI

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

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 VP of Technology Portfolio Management is responsible for providing portfolio management support to agile and project teams, ensuring alignment, visibility, and effective execution across the enterprise technology portfolio. This role plays a critical leadership function within the EPMO, driving consistency, accountability, and continuous improvement in how portfolio initiatives are planned, governed, and delivered. This role supports key EPMO service offerings, including Program Epics Management, People Management & Coaching, Quality Management, Reporting, Benefits Management, and Governance of processes and standards, while helping teams translate strategic priorities into actionable, high-impact outcomes. The VP works closely with project and scrum teams, as well as business and technology stakeholders, to enable strong portfolio health, optimize resource utilization, and ensure alignment to enterprise goals. This role reports directly to the VPII of Enterprise Portfolio Planning & Management and serves as a trusted partner in driving transparency, execution discipline, and value realization across the portfolio.

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

We want strong collaborators who can deliver a world‑class client experience. We are looking for people who thrive in a fast‑paced environment, are client‑focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements

• Minimum of 10 years of experience managing highly complex and matrixed IT programs budgets up to $25M
• Minimum of 5 years of experience managing people with a proven track record of developing talent
• Minimum of 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: Comfortable exercising judgment and using analytical skills in ambiguous situations Outstanding attention to detail combined with the ability to see the big picture Clear, effective verbal and written communication skills including the ability to actively listen, problem solve, and communicate effectively with both technical and business users Ability to learn quickly and adapt to a changing environment; proactive in seeking out information when necessary

Preferences

• Agile or PMP certification
• Experience monitoring and managing vendor performance
• Experience managing requirement solution workshops
• Knowledge of Microsoft Office, including Microsoft Project or similar tools
• Knowledge of JIRA, Aha!, Confluence or similar tools
• 4-year college degree, preferably in Project Management, Computer Science, Information Systems, Communications or related technical field

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.

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• 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 they need 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.

Information on Interviews

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

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