What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview:
The Assistant Vice President, People Systems Portfolio Manager is a strategic and operational leader responsible for overseeing the delivery, prioritization, and optimization of the People Systems portfolio—primarily centered on Workday. This role manages the enterprise People Systems backlogs, ensures effective intake and governance processes, and oversees a team of administrative focused resources.
The AVP partners closely with the People Team’s Centers of Excellence (COEs), IT, Finance, and business stakeholders to ensure that system solutions are delivered efficiently, align with business needs, and support the company’s long-term people strategy.
Responsibilities:
Portfolio & Backlog Management
Own and manage the full People Systems portfolio, including roadmap maintenance, release planning, and prioritization across Workday and related systems.
Maintain and optimize backlogs for enhancement requests, defects, integrations, reporting, and new functionality.
Lead intake and governance processes ensuring requests are evaluated for business value, feasibility, and alignment with strategic objectives.
Ensure clear, actionable requirements in partnership with Product Owners and SMEs.
Partner with functional system leads to ensure proper sequencing, resourcing, and change management.
Serve as a People systems portfolio expert, ensuring that demand aligns with product capabilities, roadmap updates, and release cycles.
Team Leadership & Development
Lead and develop a team of 2–3 direct reports, primarily focused on documentation, administration, and operational tasks supporting People Systems.
Coach and develop staff; drive workload balance and growth plans.
Evaluate day-to-day administrative tasks to eliminate redundancies, introduce automated solutions, and standardize processes that improve accuracy and turnaround times.
Foster a collaborative, accountable, and customer-focused culture.
Stakeholder Engagement & Communication
Act as a primary liaison between People Systems, People leadership, and business partner to ensure transparency and alignment on priorities and timelines.
Deliver clear, consistent communication on project status, risks, resource constraints, and upcoming changes.
Drive cross-functional collaboration with IT, Security, Finance, and third-party vendors.
Manage internal governance processes required to adopt new systems and features (e.g.Software Acquisition Process, AI Governance review, Procurement contracting, etc.)
Operational Excellence
Enhance tools, processes, and frameworks for work intake, prioritization, sprint planning, and project governance.
Support governance processes, including Procurement, Technology Software Acquisition, and AI Council.
Monitor KPIs and operational metrics to identify improvements and ensure delivery excellence.
Evaluate emerging technologies and capabilities within Workday, Cornerstone, and adjacent tools to drive continuous improvement.
Requirements:
7+ years of experience in HR Technology, People Systems, or related portfolio/program management roles.
Core Competencies:
Hands-on experience with Workday (multiple modules preferred).
Proven ability to manage complex backlogs and competing priorities in a fast-paced, highly regulated environment.
Demonstrated leadership experience with direct reports or project teams.
Strong analytical, organizational, and communication skills.
Preferences:
Experience within a large financial-services or similarly regulated organization.
Familiarity with Agile methodologies and portfolio management practices.
Experience partnering with cross-functional HR COEs and IT teams.
Pay Range:
$116,100-$193,500/yearCompany 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 LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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.
EAC12.9.25