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Portfolio Manager Life

2 months ago

Addison, United States Stelvio Group Full time

Portfolio Manager

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

Relocation package attached

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

Project & Portfolio Management Responsibilities

  • Partner with PMO leaders to ensure compliance to established project management processes and technology processes; Perform analysis of non-compliances and identify improvement opportunities
  • Create project and portfolio definitions/charters for overall delivery that include alignment to strategy, business benefits, financials, technology design and overall value creation for the enterprise
  • Work with the business and technology teams to assess current capabilities and identify high-level requirements
  • Translate internal client needs into actionable value by being a key member of the team that creates ideas converts ideas into realistic and well-orchestrated project plans
  • Collaborate with PMO leaders to optimize resource planning, resource acquisition and utilization of both employees and contractors
  • Provide governance, reporting and oversight for the portfolio to all stakeholders and teams to ensure project goals are accomplished within approved timeframe, scope, and budget
  • Use data effectively and accurately to manage the portfolio for resources, timeframe, and scope as well as risks and limitations
  • Be metrics driven and improve delivery benchmarks year over year. Responsible for measuring quality, timeliness and benefits realized across delivery of all projects in the portfolio

Leadership, Collaboration & Communication Responsibilities

  • Demonstrate command of the portfolio by always maintaining detailed knowledge of the portfolio and being prepared to talk about value, financials and progress with short notice or ad-hoc for various audiences, including Executive Leadership
  • Diligently manage to the vision of the portfolio reminding all stakeholders of deviations from the goal and being able to have the foresight to see the “unknown” within the portfolio by connecting the dots, anticipating risks, and not leaving things to chance
  • Demonstrate ability to “sell” initiatives; Understand what motivates key stakeholders, listen to their concerns, and address them effectively using influence
  • Demonstrate ability to manage and reduce conflict; provide a calming force to project teams
  • Invited by the project team / key business stakeholders to participate and advise on important project decisions
  • Work closely with the technology team and PMO Team to understand, communicate and effectively manage the connections between business and technology within the portfolio
  • Develop and maintain strong relationships with the technology, business partners and key stakeholders especially the executive sponsors of initiatives
  • Accountable to ensure all stakeholders needed for the projects and the portfolio overall are informed and are a part of key decisions
  • Promote the understanding of project management importance and be a brand ambassador for the project delivery team

Team Development

  • Responsible for mentoring project teams and providing real time feedback
  • Accountable for the performance of projects within their portfolio
  • Mentor team members in the development of business analysis and project management disciplines, applying industry best practices/standards for continuous improvement
  • Work with PMO team to set annual performance objectives and actively communicate progress against those goals. Ensure every member of the team has a comprehensive individual development plan

If this role is of interest, please directly apply with your most up to date resume along with contact details.