Capital Markets Portfolio Manager
New York, NY • Full-time • Hybrid
About the role
Lead and build-out the management of a high-performing Portfolio Management Office for Markets Technology. This role is responsible for establishing governance, portfolio management, delivery standards, financial oversight, and executive transparency across a complex global technology organization. This is not a traditional PMO role. We are seeking a senior leader who has successfully built delivery organizations before, can influence at executive levels, navigate complex organizational dynamics, and drive accountability across highly matrixed teams.
Role Objectives
- Build the Portfolio Management Office
- Design and implement the operating model, governance framework, reporting standards, and delivery disciplines.
- Establish scalable processes for portfolio management, prioritization, planning, financial management, and risk oversight.
- Build credibility for the Portfolio Management Office as a trusted advisor to senior leadership.
- Portfolio Governance & Executive Engagement
- Lead portfolio reviews, steering committees, and executive governance forums.
- Provide transparency into delivery status, risks, dependencies, capacity, and investment decisions.
- Drive alignment across Technology, Business, Operations, Risk, Finance, and Control functions.
- Delivery Excellence & Accountability
- Improve execution discipline across programs, projects, and strategic initiatives.
- Ensure clear ownership, effective escalation, and proactive risk management.
- Establish standards for planning, reporting, forecasting, dependency management, and benefits realization.
- Financial & Resource Management
- Oversee portfolio budgets, forecasts, investment tracking, contractor spend, and resource planning.
- Support prioritization and funding decisions through data-driven analysis and governance.
- Leadership & Organizational Influence
- Partner with senior executives to resolve complex delivery challenges and organizational barriers.
- Operate effectively in politically complex environments, influencing outcomes without direct authority.
- Build and develop a high-performing team while raising delivery maturity across the organization.
Qualifications and Skills
- 15+ years leading enterprise technology delivery, PMO, portfolio management, or transformation functions.
- Demonstrated experience building or transforming PMO, Portfolio Management, or Delivery Office organizations.
- Strong executive presence with experience engaging senior leadership and steering committees.
- Proven ability to influence stakeholders and drive change in complex, matrixed organizations.
- Experience with financial governance, portfolio planning, investment management, and delivery oversight.
- Capital Markets experience strongly preferred.
- Experience leading global teams across multiple regions.
Ideal Candidate
A seasoned delivery executive who has built delivery organizations before, understands how to create structure and accountability at scale, and can successfully navigate the organizational and political realities of a large financial institution. This individual is a builder, influencer, and operator who can establish lasting delivery capabilities while serving as a trusted partner to senior leadership.
Success Measures
- A respected, high-functioning Portfolio Management Office is established.
- Leadership has clear visibility into portfolio health, risks, investments, and capacity.
- Delivery accountability, governance, and execution consistency improve across the organization.
- Strategic initiatives are prioritized and delivered with greater predictability and transparency.
Additional Requirements
SMBC’s employees participate in a Hybrid workforce model that requires employees to live within a reasonable commuting distance of their office location. Hybrid work may not be permitted for certain roles, including certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
Pay
150k – 250k USD