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Portfolio Manager Life

2 months ago

Addison, United States Stelvio Group Full time

Are you looking for a new lifestyle and community?

A company that will provide full support with the relocation and offer flexibility during the transition?


Texas is experiencing a significant economic boom, driven by various factors including substantial investments and favorable tax policies.


Our client offers choice of 3 medical plans to protect you and your family.

Flexible spending account, company match up to $1,000 for dependent care FSA.

Dental & Vision

Up to $5,250 tuition per year at a university of your choosing.

12 weeks paid parental leave

22-30 days of PTO


Portfolio Manager - Directorate level

Must be PMP certified

LOMA, ACU, AAPA preferred

Experience managing programs with budgets of $10+ million

Addison Texas

Full time on-site

Up to $160,000 with a $12,000 annual bonus


Stelvio is working with a life insurance organization, which has been operating for nearly 200 years to provide one of the best services in the US.


Reporting to the PMO Vice President, the Portfolio Manager will play a key role as an advocate and partner with the business and technology teams to develop an integrated view of the enterprise portfolio of projects that deliver strategic advantages to meet growth and operational efficiency objectives.


The candidate will have broad solution delivery experience and will apply wide-ranging skills in methodologies such as business process re-engineering, full project lifecycle management (including iterative, waterfall, and agile), financial management, technology acumen, and integrating business strategy into delivery.

The candidate will partner closely with the business and technology teams to develop an integrated view of the enterprise; this work will link business and technology concepts to deliver value.


The right candidate will be a self-starter with an entrepreneurial mindset to challenge the status quo to create value for the enterprise through innovative ideas, intellectual debate, and collaboration with teams for successful project delivery.


Finally, you will have executive presence and will be a “roll up the sleeves” individual to be personally engage in the work of the project team, paying attention to details while modelling Servant Leadership Tenets.


Job Requirements

  • PMP certification is required
  • 10 plus years of relevant work experience, with a specific emphasis on strategic solution delivery
  • Experience managing programs with budgets of $10+ million
  • Master’s degree in Strategy, Finance, Technology or Operations
  • Certifications on Life Insurance, Annuities and Retirements from organizations widely recognized within the industry such as LOMA, ACU, AAPA are preferable
  • Executive presence with excellent communication skills
  • Knowledge of operations functions within life insurance or annuity business is preferred
  • In-depth knowledge of technology terms and technical knowledge to interface with IT teams
  • Financial acumen is required to report on budgets for large portfolios
  • Understanding of industry trends & regulations to ensure accurate governance of projects and financial reporting
  • Understanding of Business/IT projects to help in prioritizing certain initiatives over others
  • Ability to view short and long-term impacts of different options and make decisions based on cost-benefit analysis, financial judgement, business acumen and experience
  • Ability to forecast resource and financial trends based on prevailing environmental conditions


If you would like a confidential conversation to discuss relocating to Texas and interested in this opportunity, please directly apply and I will be in touch.