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Life Insurance Portfolio Management Lead

2 months ago

Addison, Texas, United States Stelvio Group Full time

Senior Portfolio Manager - Life Insurance

As a vital member of the Stelvio Group, the Senior Portfolio Manager will report directly to the PMO Vice President. This role is crucial in fostering collaboration between business and technology teams to create a cohesive view of the enterprise portfolio of projects aimed at delivering strategic benefits that align with growth and operational efficiency goals.

The ideal candidate will possess extensive experience in solution delivery and will leverage a diverse skill set in methodologies such as business process optimization, comprehensive project lifecycle management (including iterative, waterfall, and agile approaches), financial oversight, and the integration of business strategy into execution. Close collaboration with both business and technology teams will be essential to ensure that the enterprise's objectives are met, linking business and technology concepts to drive value.

Key Responsibilities in Project & Portfolio Management

  • Collaborate with PMO leadership to ensure adherence to established project management and technology processes; analyze non-compliance issues and identify opportunities for enhancement.
  • Develop project and portfolio definitions/charters that align with strategic goals, business benefits, financial considerations, technology design, and overall value creation.
  • Engage with business and technology teams to evaluate current capabilities and outline high-level requirements.
  • Transform internal client needs into actionable value by actively participating in the team that converts ideas into well-structured project plans.
  • Work alongside PMO leaders to optimize resource planning, acquisition, and utilization of both staff and contractors.
  • Provide governance, reporting, and oversight for the portfolio to ensure project objectives are achieved within the agreed timeframe, scope, and budget.
  • Utilize data effectively to manage the portfolio concerning resources, timelines, and scope, while also addressing risks and limitations.
  • Adopt a metrics-driven approach to enhance delivery benchmarks annually, measuring quality, timeliness, and benefits realized across all projects in the portfolio.

Leadership, Collaboration & Communication Duties

  • Maintain a comprehensive understanding of the portfolio, being prepared to discuss value, financials, and progress with minimal notice for various audiences, including executive leadership.
  • Steer the vision of the portfolio, keeping stakeholders informed of any deviations from goals and proactively identifying potential risks.
  • Exhibit the ability to advocate for initiatives; understand stakeholder motivations, listen to their concerns, and address them effectively through influence.
  • Manage and mitigate conflicts, providing a stabilizing presence within project teams.
  • Be invited by project teams and key business stakeholders to contribute to and advise on significant project decisions.
  • Collaborate closely with technology and PMO teams to effectively manage the interplay between business and technology within the portfolio.
  • Establish and nurture strong relationships with technology partners, business stakeholders, and executive sponsors of initiatives.
  • Ensure all relevant stakeholders are informed and involved in key decisions related to projects and the overall portfolio.
  • Promote the significance of project management and serve as an ambassador for the project delivery team.

Team Development Responsibilities

  • Mentor project teams and provide timely feedback on performance.
  • Be accountable for the success of projects within the portfolio.
  • Guide team members in developing business analysis and project management skills, applying industry best practices for continuous improvement.
  • Collaborate with the PMO team to establish annual performance objectives and communicate progress towards those goals, ensuring each team member has a comprehensive individual development plan.

Qualifications

  • PMP certification is mandatory.
  • Over 10 years of relevant experience, particularly in strategic solution delivery.
  • Experience managing programs with budgets exceeding $10 million.
  • A Master's degree in Strategy, Finance, Technology, or Operations is preferred.
  • Certifications in Life Insurance, Annuities, and Retirement from recognized industry organizations are advantageous.
  • Possess executive presence and exceptional communication skills.
  • Familiarity with operational functions within the life insurance or annuity sectors is preferred.
  • In-depth understanding of technology terminology and technical knowledge to effectively collaborate with IT teams.
  • Financial acumen is essential for reporting on budgets for large portfolios.
  • Awareness of industry trends and regulations to ensure accurate governance of projects and financial reporting.
  • Ability to prioritize initiatives based on understanding of Business/IT projects.
  • Capability to assess short and long-term impacts of various options and make informed decisions based on cost-benefit analysis and business acumen.
  • Proficiency in forecasting resource and financial trends based on current environmental conditions.
  • Skill in anticipating, understanding, and communicating risks while managing change to minimize team anxiety and business losses.

We look forward to receiving your application and discussing this opportunity further.