VP, Initiatives Portfolio Lead

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 19,000 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 objective 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:

As Portfolio Lead, you will focus on the competencies that deliver technology projects.  You will guide a team that is charged with delivering a portion of the overall technology project portfolio.

A Portfolio Lead's key role is a balance of strategic and tactical.

Responsibilities:

• Managing Program & Project Managers and Portfolio Analysts tasked with managing multiple technology projects

• Managing the portfolio financials and to take appropriate actions to ensure success

• Communicating portfolio status and resolving issues impacting the portfolio

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:

• 5 years Program Management experience

• 3 years leadership experience, managing people

• 3 years of scale agile experience

Preferences:

• Communication and leadership

• IT Portfolio Management

• IT Project Management

• Monitor the quality of project outputs to ensure strategic objectives are met

• Establish effective working relationships with all stakeholders and ensure effective portfolio communications

• Partner with internal stakeholders to define an approach to create a roadmap for future development of products, processes and systems

• Listen for, uncover and resolve potential conflicts or disagreements about project priorities

• Identify resource needs in line with the portfolio plan

• Provide line management, coaching and guidance to develop the effectiveness of the portfolio team

• Ensure effective reporting of all projects to enable stakeholders, sponsors and management to make appropriate decisions

• Formulate, organize and monitor inter-connected projects

• Support overall PMO with budgeting and reporting activities

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 (800) 877-7210.