Tech Portfolio Lead

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 22,000 financial advisors, 1,100 institution-based investment programs and 500 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 Portfolio Lead is responsible for end-to-end program management support to project delivery teams within the LPL Technology organization.

This role supports large, complex programs with aggressive, fixed deadlines that cut horizontally across the LPL technology organization and integrates closely with operations and business teams external to technology. This role will require the Portfolio Lead to provide the following services:

• Oversight of overall program budget and roadmap deliverables including cross organization routines, agendas and remediations
• Governance of processes, standards, etc.
• Identification, escalation, and mitigation of program risks
• Collection and dissemination of program status reports to program stakeholders, executive leadership, portfolio management, vendors, and others as required
• Facilitation and support of Product, Technology, and Business lead engagement in program activities and deliverables
• The Portfolio Leader works closely with project and scrum teams and reports directly to the Technology Portfolio Manager.

Responsibilities:

• Coordinate, drive and manage discussions and follow ups with Project, Technology, Product, Business, Vendor team members and any other cross organization departments to align delivery to program and portfolio OKRs and accompanying deliverables.
• Maintain oversight of the program budget & coordinate closely with finance, business, and product leaders to assure funds are available, aligned to approved roadmap work items, and properly reported
• Responsible for the complete program assessment including impact assessments, cross domain tradeoffs and timing
• Coordination of the quality of the intake from Business, Product, and Technology teams.
• Manage adherence to process (E2E quality check and governance of data in tools)
• Own consolidated status reporting of all program delivery work
• Capture and resolve RAID items
• Responsible for cross-program and cross-org dependencies
• Monitor PMO mandated work intake and delivery management tools and ensure governance standards are maintained by domain artifact owners
• Identify and report on program decisions and risks. Facilitate mitigation efforts to avoid impacts to delivery
• Monitor and report on scope changes and workarounds, and facilitate the creation and maintenance of a post-release roadmap and backlog for “Day 2” items identified during delivery
• Adhere to established change management standards and help to refine governance processes to keep the program on track
• Arbitrate and champion adherence to data quality standards within work PMO-mandated work management tools by artifact owners
• Management and escalation of data driven by Red, Amber, and Green status
• Proactively engage with teams across the organization to understand the “big picture”, organizational operating models, technologies, and apply this understanding to the program delivery activities you establish
• Assist requirements gathering and problem solving by connecting cross-functional team members, documenting decisions and learnings, and following up on actions to deliver
• Establish and facilitate program meeting and event cadences with cross-functional team members and leaders to ensure effective coordination, risk management, status reporting, and delivery

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:

• Bachelors degree, preferably in Project Management, Computer Science or equivalent
• 6+ years of experience managing highly complex and matrixed IT programs budgets up to $12M
• 6+ years of deep understanding of and ability to manage Project and Software Development Life Cycle(s) using both Agile and Waterfall methodologies
• 5+ years’ experience in program dependency and risk management
• 3+ years of experience managing people with a proven track record of developing talent

Core Competencies:

• PI Committed Progress
• Feature Burndown or Lead Time, Cycle Time
• Risk Management
• SDLC Compliance
• Budget burn rate and actuals vs. estimates
• PI Readiness Tollgates
• Data quality

Preferences:

• Agile or PMP certification
• Comfortable exercising judgment and using analytical skills in ambiguous situations
• Must be proactive and driven and be comfortable working in situations lacking clear direction or oversight
• Experience managing requirement solution workshops
• Strong working knowledge of JIRA, Aha!, Confluence or similar tools

Pay Range:

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.

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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 (855) 575-6947.