Director, Portfolio Management

Cetera • Dallas, TX

22h • Onsite

About The Position

The role is responsible for leading and governing a large, enterprise-wide
portfolio of projects spanning AI, Data, Risk, Legal, HR, Finance, and IT
functions. This position provides strategic oversight to ensure initiatives are
aligned with organizational objectives and delivered on time, within scope, and
on budget. The role partners closely with senior leadership, establishes
portfolio governance and performance metrics, optimizes resource allocation,
manages risk, and leads multidisciplinary delivery teams while continuously
advancing portfolio management maturity and best practices.

Requirements

• Bachelors in business administration, Project Management, Engineering, or a related field
• 10-15+ years of experience in project, program, or portfolio management
• Experience in financial services industry and knowledge of financial technologies
• Strong leadership, problem solving, decision making and communication skills
• Experience managing large scale enterprise level project or program portfolios aligned with strategic goals & objectives.
• Applied knowledge of various portfolio & project management methodologies.
• Strong experience with PMO operations, governance frameworks, and resource planning
• Demonstrated ability to define KPIs, track portfolio performance, and deliver executive level reporting.
• Experience working closely with senior leadership and cross functional stakeholders.
• Expertise in portfolio level risk identification and mitigation
• People leadership experience, including mentoring and managing project managers, program managers, business analysts, scrum masters.
• Proficiency with project and portfolio management tools (e.g., MS Project, Planview, Clarity, Jira, or equivalent)

Nice To Haves

• Preferred PMP, PgMP, PfMP, SAFe, or equivalent certification

Responsibilities

• Provide planning & execution oversight for a sizable portfolio of projects that span business functions such as AI, Data, Risk, Legal, HR, Finance and IT – expectation is that projects in the portfolio are delivered within scope, on-time and on-budget.
• Provide oversight to a team of program managers, project managers, scrum masters, and business analysts that are staffed on the projects in the portfolio
• In partnership with others, identify and select the projects that fit the organization's vision, mission, values, and objectives.
• Define the criteria and metrics for evaluating and prioritizing projects, as well as the boundaries and constraints of the project portfolio.
• Communicate the project portfolio decisions and scope to the stakeholders and start planning the execution of the projects in the portfolio with their support.
• Establish and enforce the policies, processes, standards, and RACI for managing the project portfolio.
• Monitor and control the project portfolio performance, using appropriate tools, status reports, and quality audits.
• Track and measure the progress, outcomes, benefits, and risks of each project and the portfolio as a whole - report and escalate any issues or changes that impact the project portfolio.
• Engage and communicate with the stakeholders regularly and effectively, and manage their feedback and expectations
• Allocate and balance the resources, such as people, time, money, and equipment, across the project portfolio - optimize the value of the portfolio, by maximizing benefits and minimizing costs and risks of each project.
• improve the skills, knowledge, and competencies of the team members. Enhance the maturity of the portfolio management practices and processes, by applying best practices, standards, and frameworks.
• Lead and motivate the project portfolio teams, by providing continual vision, direction, guidance, and support.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager