Technology Portfolio LeadApply Job ID: R-023322 Date posted: 06/15/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , SC-Remote , TX-Remote
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.
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.
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
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, Business 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
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
Ability to 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
Portfolio Staffing By SVP (to include unstaffed Labor)
Domain OKR Goals vs Delivery
Domain Demand Reporting
Variance Reporting – Baseline vs Estimates vs Actuals
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.
8+ years of experience with Project and Software Development Life Cycle(s) using both Agile and Waterfall methodologies
8+ years of experience managing highly complex and matrixed IT programs budgets up to $15M
3+ years of experience managing people with a proven track record of maturing Agile teams and practices
3+ years of experience as a Release Train Engineer
2+ years of experience in JIRA, Aha!, Confluence, Microsoft Office and/or similar tools
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
4 year college degree, preferably in Project Management, Computer Science, Information Systems, Communications or related technical field
Agile or PMP certification
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.
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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.