Vice President, Technology Portfolio Management, Data, Analytics & AI
Confidential
Vice President, Technology Portfolio Management, Data, Analytics & AI
About the Company
Profitable broker & financial advisory firm
Industry
Financial Services
Type
Public Company
Founded
1989
Employees
5001-10,000
Categories
- Financial Services
- Consulting & Professional Services
- Brokerage
- Finance
- Investment Banking
- San Diego
- Employee Advisor
- Financial Advisor
- Financial Professional
- LPL
- LPL Financial
- Linsco Advisor
- Linsco Private Ledger
- RIA
- Registered Investment Advisor
- Strategic Wealth Services
- Strategic Wealth Services Advisor
- Investing
- Financial Advisers
Specialties
- independent broker/dealer
- institution services
- ria
- independent advisors
- custom clearing services
- and financial services
Business Classifications
- B2B
About the Role
The Company is seeking a VP of Technology Portfolio Management with a focus on Data, Analytics, and AI. The successful candidate will be responsible for providing portfolio management support to agile and project teams, ensuring alignment, visibility, and effective execution across the enterprise technology portfolio. This critical leadership role within the EPMO will drive consistency, accountability, and continuous improvement in the planning, governance, and delivery of portfolio initiatives. The VP will also support key EPMO service offerings, including program epics management, people management and coaching, quality management, reporting, benefits management, and governance of processes and standards. Close collaboration with project and scrum teams, as well as business and technology stakeholders, is essential to enable strong portfolio health, optimize resource utilization, and ensure alignment with enterprise goals. Candidates for this role at the company should have a minimum of 10 years' experience managing highly complex IT programs, with a budget of up to $25M, and at least 5 years of experience in people management. A deep understanding of project and software development life cycles, including both Agile and Waterfall methodologies, is required. The ideal candidate will have a proven track record in talent development, experience in managing a portfolio of AI agents and AI-enabled products, and be adept at managing vendor performance. Core competencies include the ability to exercise judgment in ambiguous situations, outstanding attention to detail, and clear, effective communication skills. A 4-year college degree in a related technical field is preferred, along with Agile or PMP certification and experience with tools such as JIRA, Aha!, and Confluence.
Hiring Manager Title
VPII of Enterprise Portfolio Planning & Management
Travel Percent
Less than 10%
Functions
- Information Technology
- Data Management/Analytics
$141.42k - $235.66k
...financial goals. Job Overview: The VP of Technology Portfolio Management is responsible for providing... ...of experience managing a portfolio of AI Agents and AI enabled products. Deep... ...Comfortable exercising judgment and using analytical skills in ambiguous situations Outstanding...SuggestedFull timeWork at officeWork from home$159.96k - $266.56k
...report into the Senior Vice President of End Client... ...do so, you’ll take a data-driven approach to evaluate... ...influencer across product, technology, operations, and... ..., including management committee and Board audiences... ...ambiguity, can apply analytical thinking and strategic...SuggestedFull timeWork from homeShift work- ...care. A strong background in healthcare or a related field is a plus, as is experience in global outreach and a passion for serving the least served. Hiring Manager Title Board Chair Travel Percent Less than 10% Functions ~ CEO/President ConfidentialSuggested
$25k - $250k
...sell and upsell opportunities within key account locations. Managing portfolios with potential revenues ranging from $25K to $250K, the... ...customers. Monitor market trends, competitors, and emerging technologies to provide customers with forward-looking solutions....SuggestedContract workWork from homeHome officeWork visa- ...role reports directly to the President & Chief Operating Officer (COO... ...including strategic calendar management, complex travel and meeting... ...report preparation, financial data analysis, and stakeholder relations... ...advanced proficiency with technology and social media platforms,...SuggestedWork at officeMonday to FridayFlexible hours
- ...in transporting to medical facilities. The EMS Assistant Chief manages and coordinates interagency control at the scene of a major... ...of information management and recordkeeping; current trends, technologies, and socioeconomic factors that impact the emergency medical service...Full timeContract work
- ...Rock Hill. The Assistant Executive Director is responsible for supporting the Executive Director with the overall leadership, management and success of the community. Responsibilities: Quality Assurance and Regulatory compliance Ensures outstanding Resident...Temporary workLocal area
$24 - $35 per hour
...features and structures Verify the accuracy of field survey data, including measurements and calculations conducted at survey sites... ...engineering plans and construction documents Ability to manage multiple projects simultaneously Operate electronic total station...Hourly payApprenticeshipWork at officeDay shift
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