VP, Technology Portfolio Management

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Job Overview:

The VP of Technology Portfolio Management is 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 VP of Technology Portfolio Management works closely with project and scrum teams and reports directly to the VPII 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:

• 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

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

• Expert knowledge of Microsoft Office, including Microsoft Project or similar tools

• Strong knowledge of JIRA, Aha, Confluence or similar tools

Pay Range:

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. 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

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At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

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