Portfolio Manager/Program Manager – Commission Transformation

2 months ago

Fort Mill, United States Incedo Inc. Full time

We are looking for an experienced Portfolio manager / Program Manager to lead and manage the governance and end-to-end delivery of commission transformation data modernization project. The ideal candidate should have extensive experience in program governance, agile methodologies, and preferably come from a wealth management or financial services background.


Key Responsibilities:

  • Program Governance & Delivery:
  • Lead the governance of large-scale data modernization projects from initiation to delivery.
  • Oversee end-to-end project execution, ensuring timely and successful delivery across all workstreams.
  • Manage cross-functional teams, aligning efforts across development, data engineering, and business units to meet project goals.
  • Ensure program governance processes are followed, monitoring key performance indicators, milestones, risks, and dependencies.
  • Senior Management Reporting & Communication:
  • Create and present comprehensive program updates, including progress reports, risks, challenges, and delivery timelines, to senior management.
  • Develop insightful presentations that effectively communicate program status and strategic recommendations to senior leadership.
  • Ensure transparency on project progress and support informed decision-making by senior stakeholders.
  • Data Modernization & Integration:
  • Drive the data modernization strategy, ensuring the successful integration of modernized data infrastructures with an exposure to integrating it with downstream applications.
  • Collaborate with technical teams to ensure seamless and scalable data processing systems that align with business objectives.
  • Stay ahead of industry trends and best practices in data modernization to deliver cutting-edge solutions.
  • Agile Practices & Scrum Leadership:
  • Facilitate Scrum ceremonies (e.g., Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives).
  • Promote agile best practices and ensure Scrum framework adherence across teams.
  • Continuously refine and optimize agile processes for better project outcomes and team efficiency.
  • Risk Management & Issue Resolution:
  • Identify potential risks and challenges early, proactively developing mitigation strategies to ensure project continuity.
  • Resolve escalations and remove roadblocks that may impact delivery timelines or project quality.
  • Maintain a strong focus on quality and deliverables, ensuring alignment with organizational goals and client expectations.
  • Stakeholder Collaboration:
  • Foster strong collaboration between project teams, stakeholders, and clients to ensure the success of data-driven initiatives.
  • Act as the primary point of contact for all program-related matters, ensuring stakeholder alignment across various departments and teams.
  • Process Improvement & Efficiency:
  • Identify and implement process improvement opportunities within the program management framework to increase efficiency and drive results.
  • Explore opportunities for automation, streamlining reporting, and improving overall program governance.

Required Skills & Experience:

  • Minimum 10+ years of experience as a Scrum Master or Program Manager leading complex, large-scale projects.
  • Strong experience in program governance and end-to-end delivery management.
  • Extensive knowledge of project management tools and methodologies, including Scrum, Kanban, and Jira.
  • Proven track record of leading data modernization projects, including managing the integration of data with front-end applications.
  • Expertise in data governance, architecture, and building scalable data infrastructures.
  • Preferably from a wealth management or financial services background, with an understanding of the unique challenges and business processes in the sector
  • Familiarity with advisor commission structures and registration processes is a significant plus.
  • Excellent communication skills, particularly in preparing and delivering presentations to senior management
  • Ability to provide strategic updates on program status, risks, and challenges to leadership teams.
  • Strong knowledge and practical experience in Scrum and agile methodologies, with the ability to coach teams and ensure adherence to best practices.
  • Skilled in facilitating Scrum ceremonies and managing agile transformation projects.

Preferred Qualifications:

  • Experience in wealth management or financial institutions.
  • Knowledge of advisor commissions and registration processes.
  • Familiarity with automation tools and process optimization for improving governance and delivery efficiency.

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