VP, Technology Portfolio Management - Data, Analytics & AI

LPL Financial Holdings, Inc.$141K — $235K *
Enterprise Technology
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years managing complex IT programs with budgets up to $25M
  • 5+ years of people management experience with a proven track record in talent development
  • 1+ year managing a portfolio of AI agents and AI-enabled products
  • Deep understanding of Project and Software Development Life Cycle(s) with Agile and Waterfall methodologies
  • Strong analytical skills and sound judgment in ambiguous situations

Responsibilities

  • Present portfolio health updates to executive teams monthly
  • Identify and resolve critical portfolio insights and gaps
  • Lead bi-weekly portfolio lead meetings for executives
  • Align OKRs between program managers and enterprise goals
  • Manage and develop talent for program managers and scrum roles
  • Assist project teams in estimating time and resource needs with stakeholders
  • Oversee the portfolio budget and ensure efficient use of funds
  • Resolve conflicts within the portfolio and escalate issues to executives as needed
  • Support organizational change management and prioritize stakeholder changes
  • Manage outsourced projects and vendor relationships when necessary
  • Create and maintain monthly executive reporting standards

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
  • Comprehensive total rewards package
Full Job Description
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


What are we looking for?

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. Your recruiter will be happy to discuss all that LPL has to offer!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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