VP, Technology Portfolio Management, Data, Analytics & AI

LPL Financial

Quick summary

Work type
On-site
Location
Fort Mill, SCCharlotte, NCSan Diego, CA
Salary
$141,419–$235,664 / yr
Posted
5 days ago

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $189k
This role $189k
$130k most similar roles pay here $247k

This role pays more than 54% of similar roles. Most pay $157,000–$220,900 — the shaded band above. At the midpoint, this role pays about $189k versus about $189k for comparable roles.

Based on 240 similar postings.

Employer

About LPL Financial

LPL Financial is the largest independent broker-dealer in the United States, providing brokerage and investment advisory services to independent financial advisors and financial institutions. Industry: Financial Services & Wealth Management

LPL Financial currently has 45 open roles on FindRole.

Listed pay typically runs $135,960–$226,600 across 45 roles with salary data.

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View all roles at LPL Financial

At a glance

TL;DR · VP, Technology Portfolio Management, Data, Analytics & AI

The VP of Technology Portfolio Management is a senior leadership role within the Enterprise Program Management Office (EPMO), responsible for overseeing and aligning enterprise technology initiatives across agile and project teams. This individual will manage critical service offerings such as program epics, people management, quality control, reporting, benefits management, and governance standards to ensure strategic priorities are translated into actionable outcomes. Key responsibilities include presenting portfolio health updates monthly, resolving critical insights, coordinating with executives for OKR alignment, managing talent development, and optimizing resource utilization. The ideal candidate has over 10 years of experience in complex IT program budget management up to $25M, a proven track record in people management, and expertise in both Agile and Waterfall methodologies. Proficiency in tools like JIRA, Aha!, Confluence, and Microsoft Project is preferred, along with strong analytical skills and the ability to communicate effectively across technical and business stakeholders.

What you'll do

  • Present portfolio health to executive team monthly.
  • Identify and resolve critical insights, opportunities, and gaps in the portfolio.
  • Lead bi-weekly portfolio meetings for an executive audience.
  • Coordinate with stakeholders to align OKRs within the portfolio and enterprise goals.
  • Manage talent development for program managers and other key roles.
  • Develop upfront estimates of time and resource utilization for projects.
  • Arbitrate conflicts within the portfolio and escalate issues as needed.

What we're looking for

  • At least 10 years of experience managing complex IT programs with budgets up to $25M.
  • Minimum 5 years of people management experience, including talent development.
  • Experience in managing a portfolio of AI agents and AI-enabled products for at least one year.
  • Deep understanding and ability to manage both Agile and Waterfall project methodologies.
  • Strong analytical skills and judgment in ambiguous situations with attention to detail.
  • Clear communication skills, both verbal and written, for technical and business audiences.

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