Portfolio Management Director

6 days ago


Montpelier, Vermont, United States National Life Group Full time
About the Role

We are seeking a highly skilled and experienced Portfolio Manager to join our team at National Life Group. As a key member of our Project and Program Management team, you will play a critical role in developing and executing our enterprise portfolio of projects.

Key Responsibilities
  • Develop and maintain an integrated view of the enterprise portfolio, aligning with business strategy and objectives.
  • Partner with business and technology teams to assess current capabilities and identify high-level requirements.
  • Translate internal client needs into actionable value by creating project plans and delivering results.
  • Collaborate with PMO leaders to optimize resource planning, resource acquisition, and utilization.
  • Provide governance, reporting, and oversight for the portfolio to all stakeholders and teams.
  • Use data effectively 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.
  • Demonstrate command of the portfolio by maintaining detailed knowledge and being prepared to communicate with stakeholders.
  • Manage and reduce conflict, providing a calming force to project teams.
  • Develop and maintain strong relationships with technology, business partners, and key stakeholders.
  • Promote the understanding of project management importance and be a brand ambassador for the project delivery team.
  • Mentor project teams and provide real-time feedback.
  • Accountable for the performance of projects within their portfolio.
Requirements
  • PMP certification is required.
  • 10+ 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 in Life Insurance, Annuities, and Retirements 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.


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