Project Portfolio Management (PPM) Adoption and Enablement Lead

What You'll Do

• Lead enterprise-wide adoption, enablement, and governance of the organization’s Project Portfolio Management (PPM) platform, Planview Portfolio and Planview Project.
• Translate complex PPM processes, system capabilities, and financial data into clear, actionable guidance for stakeholders.
• Partner with EPPM, IT, Finance, and Risk to ensure alignment of PPM processes with governance, regulatory, and control requirements.
• Support implementation, enhancements, and migration activities (e.g., Workfront to Planview), ensuring operational readiness and user adoption.
• Develop and execute PPM enablement strategies, adoption roadmaps, communication plans, and training programs.
• Drive standardization of project lifecycle processes, including planning, execution, resource management, and financial tracking.
• Facilitate stakeholder engagement across all levels, including senior leadership, to drive alignment and adoption of PPM processes and tools.
• Support portfolio governance activities, including prioritization, investment planning, and executive reporting.
• Maintain a centralized PPM adoption hub that consolidates communications, training, FAQs, and updates.

What You'll Need

• 7+ years of experience in project management or a related field, including experience supporting enterprise PPM platforms and driving adoption and process standardization.
• Bachelor’s degree in a related field (business, information systems, organizational change, communications, or similar) or equivalent experience.
• Demonstrated leadership experience leading cross-functional initiatives, including system implementations, change management, and stakeholder engagement.
• Intermediate to advanced knowledge of banking operations, including deposit operations, loan administration, treasury management, and/or commercial banking products.
• Advanced knowledge of regulatory and compliance requirements, with ability to align processes and documentation to audit and control expectations.
• Advanced experience working on project-based teams, including enterprise-scale implementations, migrations, or modernization initiatives with a focus on operational readiness and adoption.
• Advanced experience developing strategic plans, including PPM enablement strategies, adoption roadmaps, communication plans, and training programs to support enterprise rollout and sustained usage.
• Advanced experience supporting EPMO functions, including governance, resource management, and portfolio reporting.
• Strong communication and stakeholder engagement skills, with ability to translate complex processes into role-based guidance.
• Strong influencing skills with ability to drive adoption across a matrixed organization.

Preferred Qualifications

• Experience with Planview Portfolio and Planview Project, including portfolio governance, prioritization, and project execution capabilities.
• Experience supporting PPM implementations, migrations, or enterprise modernization initiatives.
• Experience working in a regulated, enterprise-scale financial services environment.
• Project Management Professional (PMP) certification.
• Change management certification (e.g., Prosci, CCMP, APMG).