VP, Technology Portfolio Management - Data, Analytics & AI

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

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 $25MMinimum 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 tools4-year college degree, preferably in Project Management, Computer Science, Information Systems, Communications or related technical field

Pay Range:$ - $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!

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…