Senior Manager, Strategic Portfolio Management

Role Overview

This role's primary purpose is to establish and manage a Benefits Realization framework and to define and execute a cross-functional Strategic Portfolio Management program. This position will help the EPMO ensure that capital investments deliver measurable business outcomes aligned to strategic priorities. This role requires a blend of strategic thinking, framework design, cross-functional influence, and hands-on execution.

Key Responsibilities

• Develop and manage a standardized demand intake process to support strategic portfolio management and an enterprise benefits realization framework.
• Manage EPMO Results Management routines, including producing recurring KPI/OKR reporting that supports management review and decision-making.
• Provide strategic portfolio insights, benefits data, and performance analytics to inform prioritization discussions and budget allocation decisions in support of CapEx annual planning.
• Build dashboards and reporting that track benefits realization progress against planned outcomes, providing transparency into value delivery.
• Establish post-implementation benefit review processes to validate whether completed initiatives achieved their stated business outcomes.
• Understand and assess critical paths and dependencies for delivering projects and capabilities.
• Facilitate discussions across project teams, key stakeholders, and executive leadership to drive decisions and action.
• Act as a trusted advisor to business and technology partners by establishing shared standards and promoting visibility into cross-portfolio dependencies.
• Support preparation for executive-level portfolio reviews and strategic discussions.

Key Deliverables

• A framework for strategic portfolio management, including a prioritization scoring model.
• A benefits realization framework that includes post-implementation validation of outcomes.
• Dashboards for reporting progress and status of OKRs, KPIs, and benefits.
• Alignment across teams on recurring routines for SPM and benefits that establishes a feedback loop.
• Recommendations for continuous improvement based on stakeholder feedback and lessons learned.

Required Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of ten (10) years of progressive experience in program/portfolio management, strategy, or a related discipline, with at least two (2) years of direct management or team leadership experience.
• Minimum of two (2) years of experience within the Financial Services industry or a similarly regulated environment.
• Demonstrated experience in benefits realization, value management, portfolio performance measurement, or strategic planning.
• Demonstrated experience designing and operationalizing frameworks from concept through enterprise-wide adoption.
• Ability to think strategically and solve complex issues.
• Exceptional written and verbal communication skills, with a proven ability to influence and advise on portfolio strategy.
• Strong analytical skills with proficiency in data synthesis, financial analysis, and presentation tools (e.g., Microsoft Excel, PowerPoint, Tableau/Sigma, or similar).
• Experience working in a matrix organizational structure.

Preferred Qualifications

• Master's degree (MBA or equivalent).
• PMP (Project Management Professional) certification.
• Familiarity with PPM tools (e.g., Clarity, Jira, or equivalent) and enterprise reporting platforms.
• SAFe, Lean Portfolio Management, or Agile certification.

Benefits

• Supplemental benefits including medical, dental, vision, life, disability, and other insurance plans.
• ESPP (employee stock purchase program).
• 401K program with company match after 12 months of tenure.
• HSA (Health Savings Account on the HDHP plan).
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program.
• Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks to associations including CompTIA and IIBA.
• Dedicated customer service team for Consultants.
• Certified Career Coach.