VP, Technology Portfolio Management – Data, Analytics & AI

LPL Financial

VP, Technology Portfolio Management overseeing enterprise technology portfolio management at LPL Financial. Responsible for alignment, visibility, and execution of portfolio initiatives across teams.

Posted 6/27/2026full-timeFort Mill • California, South Carolina • 🇺🇸 United StatesLead💰 $141,419 - $235,664 per yearWebsite

Tech Stack

Tools & technologies

PMPSDLC

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Minimum of 10 years of experience managing highly complex and matrixed IT programs budgets up to $25M
Minimum 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
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
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 tools
4-year college degree, preferably in Project Management, Computer Science, Information Systems, Communications or related technical field.

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio managementbudget managementAI AgentsAI enabled productsProject Life CycleSoftware Development Life CycleAgile methodologyWaterfall methodologyvendor performance managementrequirement solution workshops

Soft Skills

talent managementanalytical skillsattention to detailverbal communicationwritten communicationactive listeningproblem solvingadaptabilityjudgmentconflict resolution

Certifications

Agile certificationPMP certification