Clera home
·Dashboard

Jobs at LPL Financial (Now Hiring) — 92 open

LPL Financial logoLPL Financial

VP, Technology Portfolio Management - Data, Analytics & AI

San Diego, California, United States · On-site

$141k–$236k/yr

Senior+$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Portfolio Management, Agile Methodology, Waterfall Methodology, Budget Management, Talent Management

LPL Financial logoLPL Financial

Vice President, Growth Manager

Boston, Massachusetts, United States · On-site

$143k–$238k/yr

Senior$2.5B raised

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we a…

Skills: Sales Strategy, Project Management, KPI Tracking, Sales Enablement, Stakeholder Management

LPL Financial logoLPL Financial

VP Culture & Engagement

Charlotte, North Carolina, United States · On-site

$127k–$211k/yr

Senior+$2.5B raised

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we a…

Skills: Organizational Culture, Employee Engagement, Employee Listening, Organizational Change, Executive Communication

LPL Financial logoLPL Financial

Sr AI Platform Engineer - Agent Integration & Tool

Charlotte, North Carolina, United States · On-site

$115k–$192k/yr

Senior+$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Distributed Systems, API Architecture, Platform Engineering, AI Agent Integration, Service Orchestration

LPL Financial logoLPL Financial

Sr AI Platform Engineer – Retrieval & Knowledge Systems

Charlotte, North Carolina, United States · On-site

$115k–$192k/yr

Senior+$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Distributed Systems, RAG, Vector Databases, Semantic Search, Java

LPL Financial logoLPL Financial

VPII Portfolio Manager

Charlotte, North Carolina, United States · On-site

$156k–$259k/yr

Senior+$2.5B raised

Lead with Purpose, Unlock Your Team’s PassionAt LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we al…

Skills: Portfolio Management, Agile Methodology, Waterfall Methodology, Budget Management, Talent Management

LPL Financial logoLPL Financial

Client Service Associate - Lakeland,FL

Lakeland, Florida, United States · On-site

$25/hr–$42/hr

Mid level$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Customer Service, Administrative Support, Financial Industry Knowledge, Microsoft Office, CRM Systems

LPL Financial logoLPL Financial

Sr. Analyst, Cyber Risk Governance & Reporting

Tempe, Arizona, United States · Hybrid

$93k–$155k/yr

Mid level$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Cyber Risk Governance, Risk Reporting, Information Security Policies, Data Analytics, AI-Enabled Analytics

LPL Financial logoLPL Financial

Senior Advisor Communications & OBA Principal

Tempe, Arizona, United States · On-site

$74k–$123k/yr

Mid level$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Compliance Review, Marketing Approval, Regulatory Research, Client Relations, Problem Solving

LPL Financial logoLPL Financial

Sr. Analyst, Cyber Security

Tempe, Arizona, United States · On-site

$93k–$155k/yr

Mid level$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Cyber Security Risk Assessment, Risk Mitigation, Project Management, Audit Validation, Root Cause Analysis

LPL Financial logoLPL Financial

Premier Operations Specialist

Charlotte, North Carolina, United States · On-site

$22/hr–$37/hr

Mid level$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Phone Communication, Relationship Building, Problem Solving, Account Management, Compliance

LPL Financial logoLPL Financial

Financial Consultant - NBT Bank

Scranton, Pennsylvania, United States · On-site

$60k–$300k/yr

Mid level$2.5B raised

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in Scranton, PA would allow you t…

Skills: Investment Sales, Financial Planning, Client Relationship Management, Portfolio Management, Financial Consulting

LPL Financial logoLPL Financial

AVP, Strategy & Business Management

New York, New York, United States · On-site

$102k–$170k/yr

Senior$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Strategic Planning, Project Management, Financial Analysis, Executive Reporting, Business Case Development

LPL Financial logoLPL Financial

Principal Engineer, Cloud Strategy Lead

Charlotte, North Carolina, United States · On-site

$149k–$249k/yr

Senior+$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: AWS, Terraform, Cloud Strategy, Infrastructure as Code, Platform Engineering

LPL Financial logoLPL Financial

AVP, AWS Security Engineer

Charlotte, North Carolina, United States · On-site

$125k–$209k/yr

Senior$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: AWS, Terraform, Cloud Security, CSPM, AWS Config

LPL Financial logoLPL Financial

VP, Network Engineering

Charlotte, North Carolina, United States · On-site

$149k–$249k/yr

Senior+$2.5B raised

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we a…

Skills: AWS Networking, Terraform, BGP, Cloud Architecture, People Management

LPL Financial logoLPL Financial

Financial Consultant - NBT Bank

Scranton, Pennsylvania, United States · On-site

$60k–$300k/yr

Mid level$2.5B raised

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in Scranton, PA would allow you t…

Skills: Investment Sales, Financial Planning, Client Relationship Management, Portfolio Management, Financial Consulting

LPL Financial logoLPL Financial

Associate Supervision Professional

Charlotte, North Carolina, United States · On-site

$21/hr–$35/hr

Entry level$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Customer Service, FINRA Regulations, Regulatory Guidance, Licensing Management, Problem Solving

LPL Financial logoLPL Financial

Case Manager

San Diego, California, United States · On-site

$27/hr–$45/hr

Mid level$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Case Management, Client Relations, Financial Services Operations, Problem Solving, Written Communication

LPL Financial logoLPL Financial

Sr. Analyst, Compensation

Tempe, Arizona, United States · Hybrid

$83k–$138k/yr

Senior$2.5B raised

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…

Skills: Compensation Analysis, Financial Data Analysis, Client Experience, Microsoft Excel, Stakeholder Management

12345

Showing 1–20 of 92

LPL Financial logo

VP, Technology Portfolio Management - Data, Analytics & AI

LPL Financial

San Diego, California, United States • On-site

Apply
Senior+

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

  • $141k–$236k/yr
  • Full-time
  • bachelor degree
  • 401K Matching, Health Benefits, Employee Stock Options, Paid Time Off, Volunteer Time Off
  • Posted 2d ago
  • ~40 hrs/week

Responsibilities

Lead the technology portfolio management for Data, Analytics, and AI, ensuring alignment between strategic priorities and execution. Responsible for managing budgets, reporting portfolio health to executives, and coaching program and project management talent.

Requirements

Requires at least 10 years of experience managing complex IT programs and 5 years of people management, including specific experience with AI agents and products. Proficiency in both Agile and Waterfall SDLC methodologies is essential.

Full job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The VP of Technology Portfolio Management is responsible for providing portfolio management support to agile and project teams, ensuring alignment, visibility, and effective execution across the enterprise technology portfolio. This role plays a critical leadership function within the EPMO, driving consistency, accountability, and continuous improvement in how portfolio initiatives are planned, governed, and delivered.

This role supports key EPMO service offerings, including Program Epics Management, People Management & Coaching, Quality Management, Reporting, Benefits Management, and Governance of processes and standards, while helping teams translate strategic priorities into actionable, high-impact outcomes.

The VP works closely with project and scrum teams, as well as business and technology stakeholders, to enable strong portfolio health, optimize resource utilization, and ensure alignment to enterprise goals. This role reports directly to the VPII of Enterprise Portfolio Planning & Management and serves as a trusted partner in driving transparency, execution discipline, and value realization across the portfolio.

Responsibilities:

  • 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

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:

  • 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

Core Competencies:

  • 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

Preferences:

  • 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


 

Pay Range:

$141,419.00 - $235,664.00


 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!


 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


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.


EAC 5.19.26

Related keywords

AI AgentsData & AnalyticsEPMOOKRsPMPAgile CertificationJIRAAha!ConfluenceMicrosoft ProjectMicrosoft OfficeSoftware Development Life CycleWealth ManagementFintechProgram Epics ManagementBenefits Management

About LPL Financial

LinkedInVisit site

Empowering financial advisors to deliver personalized advice to all who need it.

Industry
Financial Services
Company size
5,001-10,000 employees
Founded
1989
Headquarters
San Diego, CA
LinkedIn followers
178,806
Total funding
$2.5B

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Offices: 4707 Executive Drive, San Diego, CA 92121-1968, US · 1055 LPL Way, Fort Mill, South Carolina 29715, US · 75 State St, 22nd Floor, Boston, Massachusetts 02109, US · 13620 N FM 620, Building C, Suite 200, Austin, Texas 78717, US

Independent Broker/DealerInstitution ServicesRIAIndependent AdvisorsCustom Clearing Servicesand Financial ServicesFinanceFinancial ServicesProduct DesignPersonal Branding
View all jobs at LPL Financial

About LPL Financial

LinkedInVisit site

Empowering financial advisors to deliver personalized advice to all who need it.

Industry
Financial Services
Company size
5,001-10,000 employees
Founded
1989
Headquarters
San Diego, CA
LinkedIn followers
178,806
Total funding
$2.5B

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Offices: 4707 Executive Drive, San Diego, CA 92121-1968, US · 1055 LPL Way, Fort Mill, South Carolina 29715, US · 75 State St, 22nd Floor, Boston, Massachusetts 02109, US · 13620 N FM 620, Building C, Suite 200, Austin, Texas 78717, US

Independent Broker/DealerInstitution ServicesRIAIndependent AdvisorsCustom Clearing Servicesand Financial ServicesFinanceFinancial ServicesProduct DesignPersonal Branding
View all jobs at LPL Financial

Similar companies hiring

JPMorganChase (2468)HSBC (2324)Wells Fargo (1588)Citi (1459)H&R Block (1410)Satori Mortgage (NMLS: 4190) (959)PNC (907)Truist (787)BMO (787)Tata Capital (786)State Street (580)WealthBridge Financial Group (568)
Clera home

Your AI-talent agent. Connecting talents with dream jobs.

Earn $5,000

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Acquihire
  • Referral

Company

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Acquihire
  • Referral

Company

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

© 2026 Clera Labs, Inc.

PrivacyTermsBug Bounty