VP of Tech Financial & Workforce Management

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!  

The Enterprise Program Management Office (EPMO) serves as the technology agile and portfolio management organization at LPL. The purpose of EPMO is to enable best practices and drive planning and execution activities that unlock the flow of value and create transparency into capacity across the organization.  EPMO supports LPL product delivery by providing services to business partners and Solution Delivery Teams. EPMO manages a suite of services that includes support, delivery, implementation, and monitoring to ensure the efficient execution of critical initiatives for internal customers.

Excited to learn more? If so, then this could be the role for you!  

Job Overview:

The VP of Tech Financial & Workforce Management is responsible for providing leadership and strategic guidance for the IT Financial and Workforce Management functions. The VP, IT Financial Management supervises the Portfolio Analyst and Workforce Management teams, delivering financial insights and facilitating LPL Tech-Prd financial Labor management with support across P&L categories.

This role supports the following EPMO service offerings:

• Budgets

• Analytics

• Reporting

• Workforce Management

• Governance of processes, standards, etc.

The VP of Tech Financial & Workforce Management works closely with FP&A, Technology & Product leaders, Tools, and project and scrum teams and reports directly to the EPMO CoS and Operations Vice President.

Responsibilities:

• Delivery of Financial Insights and Strategic Analyses in partnership with Financial Planning & Analysis (FP&A), supporting Tech-Prd Portfolio Leadership

• Own and execute systems functions and processes as defined to facilitate Tech-Prd Workforce Management

• Partner with FP&A and Tools Teams to select, optimize, and monitor Labor tracking and analysis platform functionality

• Develop and manage IT Financial Management and Workforce Management talent

• Create and implement IT Financial Management / Workforce Management roadmaps, charter and executive-level deliverables

• Provides Labor Insights, including forecasts, budget planning, and variance trend analyses

• Launch, edit, and operationalize financial and timesheet governance processes

• Assists in production, issue resolution and /or translation of:

  • Capacity analyses

  • Ad-hoc financial reporting

  • Cost savings analyses

  • Forecasting / reforecasting approach and execution

  • Software & vendor contracting review

• Ensure development and execution of processes and governance structures designed to train new resource managers and facilitate Planview updates

• Serve as trusted partner to Executive leaders and Portfolio Managers / Leads for Tech-Prd financial and workforce (Labor) modeling, inclusive of thought leadership and proactive decision-making operational cadences

Key Metrics

• Financial Reporting and Resolution Analysis

• Forecast to Plan / Capacity Utilization

Requirements and Skills

• 4-year college degree, preferably in Finance, Accounting, Project Management or related field

• At least 10 years of experience managing portfolio budgets above $20M

• At least 10 years of experience managing enterprise capacity and time tracking

• Expert training facilitator capable of training large groups in a professional setting

• Experience monitoring and managing vendor performance

• Experience managing requirement solution workshops

• Strong working knowledge of Microsoft Office, including Microsoft Project or similar tools

• Strong working knowledge of JIRA, Aha!, Confluence or similar tools

Pay Range:

$126,225-$210,375/year
 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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