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Technology Portfolio Lead

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Job ID R-025232 Date posted 09/06/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , CA-San Diego

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Technology Portfolio Lead is responsible for providing program management support to 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 Technology Portfolio Lead works closely with project and scrum teams and reports directly to the VP of Technology Portfolio Management.


  • Coordinate with Project, Scrum, Technology, Bu

  • siness and Vendors to align delivery to OKRs  to the program and portfolio

  • Present portfolio health to SVP Accountable(s) bi-weekly

  • Accountable for product budget to ensure alignment to strategic play / domain / programs

  • Aligns with Chief Product Manager and Chief Technology Owner on expected planning outcomes, OKRs and  Tech Stack

  • Creates and updates reporting, budgeting needs and Cost Saving Analysis

  • Drive Impact Analysis for pre-defined initiatives  and ensure teams have necessary resources to deliver working tested product

  • Aligns with Chief Product Manager and Chief Technology Owner to rationalize internal and external roadmaps based on team capacity

  • Define output of a Domain from a planning perspective

  • Domain output vs reprioritization analysis

  • Outline efficiency analysis

  • Identifies and resolves bottlenecks across the entire solution

  • When running in SAFe agile, as STE facilitates the large solution-level events and monitors the solution Kanban and solution health via appropriate metrics

  • Provide leadership to Release Train Engineers, Program/ Project Managers, and/or Scrum Masters as needed, create a positive team environment, and provide direction in ambiguous situations

  • May function as a Release Train Engineer

  • Understand how individual projects affect the program & portfolio and exercise judgement in raising issues and risks to the program/portfolio level

  • Provide bi-weekly program health reports and participate in monthly portfolio reviews

  • Document new requests as part of the intake team in LPL PDLC

Key Metrics

  • Portfolio Staffing By SVP (to include unstaffed Labor)

  • Domain OKR Goals vs Delivery

  • Domain Financials

  • Domain Demand Reporting

  • Variance Reporting – Baseline vs Estimates vs Actuals

  • SDLC Compliance

  • Risk Management

  • PI Committed Progress

  • Burndown Reporting (As Applicable)

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.


  • 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 $15M

  • At least 4 years of experience managing people with a proven track record of developing talent

  • At least 3 years of experience as a Release Train Engineer

  • Deep understanding of and ability to manage Project and Software Development Life Cycle(s) using both Agile and Waterfall methodologies

  • Agile or PMP certification

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

  • 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

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an 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 (800) 877-7210.

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