VPII Portfolio Manager

LPL Financial Holdings, Inc. • $155K — $259K *
Fort Mill, SC 29708In-Person
Finance & Insurance
8 - 10 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Agile or PMP certification is preferred.
  • Experience in monitoring and managing vendor performance is a plus.
  • Expert knowledge of Microsoft Office, particularly Microsoft Project or similar tools.
  • Strong knowledge of JIRA, Confluence or similar tools is required.
  • A bachelor's degree in a related technical field such as Project Management, Computer Science, or Communications is preferred.
  • At least 10 years managing complex IT programs with budgets up to $25M.
  • A minimum of 5 years’ experience in talent management with a focus on development.

Responsibilities

  • Present portfolio health to the executive team monthly.
  • Identify, elevate, and resolve critical portfolio insights and gaps.
  • Lead bi-weekly portfolio meetings for executives.
  • Coordinate with leaders to align OKRs within the portfolio to enterprise goals.
  • Manage talent development for various roles including program managers and scrum masters.
  • Provide resource utilization estimates through stakeholder discovery.
  • Oversee portfolio budget and ensure efficient fund usage.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:

The VPII of Technology Portfolio Managementis responsible for providing portfolio management support to agile and project teams.

This role supports the following EPMO service offerings:
  • Program Epics Management
  • People Management & Coaching
  • Quality Management
  • Reporting
  • Benefits Management
  • Governance of processes, standards, etc.

The VPII of Technology Portfolio Management works closely with project and scrum teams and reports directly to the SVP of Enterprise Portfolio Planning & Management.

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:
  • 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
  • Expert knowledge of Microsoft Office, including Microsoft Project or similar tools
  • Strong knowledge of JIRA, Confluence or similar tools
  • 4-year college degree, preferably in Project Management, Computer Science, Information Systems, Communications or related technical field
  • At least 10 years of experience managing highly complex and matrixed IT programs budgets up to $25M
  • At least 5 years of experience managing people with a proven track record of developing talent
  • Deep understanding of and ability to manage Project and Software Development Life Cycle(s) using both Agile and Waterfall methodologies


Pay Range:
$155,530.00 - $259,148.00
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.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights through the LPL Financial Holdings, Inc. careers blog. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at LPL Financial Holdings, Inc.

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Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
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Finance & Insurance
* Ladders Estimates

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