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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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VP, Portfolio Manager, Advisor Solutions

Job ID: R-022734 Date posted: 04/26/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , NC-Remote , SC-Remote ,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 Enterprise Program Management Office (EPMO) serves as the technology agile and portfolio management organization at LPL. The purpose of EPMO is to enable best practices and drive planning and execution activities that unlock the flow of value and create transparency into capacity across the organization.  EPMO supports LPL product delivery by providing services to business partners and Solution Delivery Teams. EPMO manages a suite of services that includes support, delivery, implementation, and monitoring to ensure the efficient execution of critical initiatives for internal customers.

Responsibilities:

The VP of Technology Portfolio Management, Advisor Platforms is responsible for providing program management support to project teams.

  • Present portfolio health to executive team (CIO Direct) monthly

  • Participate in portfolio lead bi-weekly meetings

  • CMMI Transformation and Compliance

  • 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,  and portfolio analysts

  • 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

The VP of Technology Portfolio Management works closely with project and scrum teams and reports directly into the Enterprise Portfolio Planning & Management organization.

Key Metrics

  • Portfolio Staffing By EVP (to include unstaffed Labor)

  • OKR Goals vs Delivery

  • Portfolio Financials

  • Portfolio Demand Reporting

  • Variance Reporting – Baseline vs Estimates vs Actuals

  • SDLC Compliance

  • Risk Management

  • Operational Review Readiness

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:

  • Advanced Degree in Project Management, Information systems or related field preferred

  • 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 5 years of experience managing people with a proven track record of developing talent

Core Competencies:

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

  • 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

Preferences:

  • Agile or PMP certification

#LI-SA

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 @lplfinancial.com 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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