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Strategic Portfolio Manager

1 month ago

Newport Beach, United States Trinus Full time
Job DescriptionJob Description

We are looking for Strategic Portfolio Manager for a financial services company headquartered in Newport Beach, California. Founded in 1868, it primarily offers a range of insurance products and financial solutions, including life insurance, annuities, and retirement planning services.

Drive strategic planning into execution with a focus on change management. Collaborate with strategy and portfolio teams to develop and execute a division portfolio. Report to the AVP of Business Strategy Acceleration.

Key Responsibilities
  • Apply strategic and portfolio planning expertise to secure stakeholder buy-in and process adoption.
  • Partner with Directors of Strategy and Portfolio Management to address gaps and strengthen planning processes.
Top Skills Required
  • Proven track record in bridging strategy and execution
  • Expertise in project management principles and practices
  • Deep understanding of change management
  • Experience in problem-solving and managing multiple projects
  • Strong analytical and interpersonal skills
Deliverables
  • Annual and 2025 plan portfolios, including key initiatives and capacity planning
  • 5-year portfolio roadmap with prioritization
  • Business cases, spreadsheets, presentations, and data analysis

Trinus Corporation, a leading provider of technology solutions and services with over 25 years of experience, is a certified WBE/MBE/SBE/SDB firm accredited by WBENC, NMSDC, and SBA.

Our mission is to shape the future of work by aligning the right mix of people, process, technology, and innovation to efficiently meet our clients' business objectives.

At Trinus, we understand that finding the right opportunity is pivotal in your career journey. Our staffing services go beyond mere placements; they are about matching your skills and aspirations with the perfect fit.

To learn more about us, please visit our website www.trinus.com