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 Vice President, EPMO Operations provides executive leadership and strategic oversight for the operational backbone of LPL Technology’s portfolio delivery framework. This leader is responsible for establishing and evolving enterprise portfolio operating rhythms, financial governance, and performance management practices that ensure transparency, accountability, and value realization across the technology investment portfolio.
This role oversees the EPMO Operations, Control Tower, and Change Management functions, ensuring alignment between technology investments, enterprise strategy, and delivery outcomes. The VP serves as a key partner to Technology, Product, and Finance leadership to drive operational excellence, strengthen portfolio governance, and continuously mature LPL’s enterprise program and portfolio management capabilities.
The VP, EPMO Operations is accountable for shaping scalable operating models, enabling data-driven decision making for executive leadership, and driving organizational change that supports LPL’s evolving technology and product delivery strategy.
This role reports to the Head of Technology Strategy and Operations, Vice President and leads a cross-functional team responsible for operational governance, portfolio transparency, and enterprise change enablement.
Responsibilities:
Establish and continuously evolve the operating framework for LPL’s Technology portfolio, including governance structures, decision forums, and investment oversight mechanisms.
Own the portfolio operating rhythm (weekly, monthly, and quarterly reviews) that drives transparency into investment performance, delivery health, and capacity across the Technology organization.
Partner with Technology, Product, and Finance leadership to ensure alignment between technology investments, strategic priorities, and measurable business outcomes.
Drive enterprise consistency in portfolio management practices, governance standards, and reporting frameworks.
Executive Investment Governance (Control Tower)
Lead the development, execution, and governance of the Executive Business Case (EBC) intake, review, and approval process, ensuring technology investments are aligned to enterprise strategy and value delivery.
Provide strategic oversight of the Control Tower function, enabling disciplined investment decisions and improving transparency across the technology portfolio.
Facilitate executive governance forums that evaluate technology investments, initiative performance, and portfolio risk.
Technology Business Operations
Lead the Technology Business Operations capability within EPMO, establishing scalable processes, standardized operating rhythms, and enterprise reporting frameworks.
Partner with FP&A and Enterprise Reporting to ensure financial transparency across the technology portfolio, including investment tracking, capacity insights, and portfolio performance.
Develop and maintain portfolio KPIs and operational performance metrics that enable executive leaders to make informed strategic decisions.
Operational Excellence & Portfolio Maturity
Drive continuous improvement of program management, portfolio governance, and delivery performance practices across Technology.
Identify opportunities to improve cross-team collaboration, operational efficiency, and transparency across product and technology delivery organizations.
Implement scalable tools, frameworks, and governance models that strengthen portfolio planning and execution.
Organizational Change Leadership
Establish and lead the EPMO Operational Change Management function, supporting enterprise adoption of new processes, operating models, and technology tools.
Develop comprehensive change strategies, stakeholder engagement plans, and communication frameworks that drive adoption across Technology and Product organizations.
Implement training, communications, and feedback mechanisms to sustain operational improvements and change adoption.
Executive Partnership & Stakeholder Engagement
Serve as a trusted advisor to senior technology and product leaders on governance, operational strategy, and portfolio performance.
Facilitate leadership forums, operating reviews, and cross-functional governance meetings that support effective decision making and strategic alignment.
Provide executive-level insights into portfolio health, investment performance, and delivery outcomes.
Requirements:
Bachelor’s degree in business, Finance, Project Management, Technology Management, or a related field
10–15+ years of progressive leadership experience in Technology Operations, Technology Strategy, Portfolio Management, or Enterprise Program Management
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Core Competencies:
Demonstrated experience leading enterprise portfolio governance and investment oversight for large technology organizations
Proven success establishing operating models, governance frameworks, and portfolio management practices at scale
Experience implementing organizational change management initiatives within technology or product organizations
Strong executive communication, influence, and stakeholder management capabilities
Ability to translate complex portfolio performance data into strategic insights for senior leadership
Strong working knowledge of portfolio management and collaboration tools such as Jira, Aha!, Confluence, or similar platforms
Experience working closely with finance, product, and engineering leadership in large-scale technology organizations
Pay Range:
$130,012-$216,686/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.
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