Portfolio Management Director

DTCC • Jersey City, NJ

2d • Hybrid

About The Position

The Director, Portfolio Management is a senior team leader responsible for the enterprise front-door advisory model connecting enterprise strategy, business priorities, portfolio planning, prioritization, investment trade-offs, and value realization. The role leads the Portfolio Management team and partners with Business, Technology, Finance, and Risk to define portfolio priorities, evaluate investments against enterprise objectives, and position initiatives to deliver measurable outcomes. The Director is accountable for portfolio execution discipline, initiative outcomes, portfolio health visibility, and executive-ready recommendations that support decisions about funding, capacity, risk, and value.

Requirements

• More than 10 years of related experience in portfolio management, PMO/EPMO, business management, strategy execution, investment planning, or a related discipline.
• Experience leading teams, managing delivery through others, and influencing senior stakeholders.
• Bachelor’s degree or equivalent experience.
• Demonstrated experience managing complex portfolios across operational (Run), business growth (Grow), and strategic transformation (Transform) initiatives, aligned with enterprise strategy, investment priorities, risk appetite, and value realization objectives.
• Demonstrated leadership experience managing, coaching, and developing portfolio management, PMO, business management, or strategy execution teams.
• Strong experience in portfolio planning, prioritization, investment portfolio management, annual planning, intake, demand management, and senior portfolio reviews.
• Ability to connect enterprise strategy, execution, funding, capacity, risk, and measurable outcomes through clear advisory routines and executive decision frameworks.
• Experience with business case development, benefits realization, KPI/OKR design, ROI/NPV analysis, financial trade-offs, and resource, demand, and capacity management fundamentals.
• Exceptional executive communication, facilitation, and stakeholder management skills, including the ability to shape decisions using evidence, criteria, and trade-off analysis.
• Ability to analyze portfolio data, identify trends, constructively challenge plans, and convert insights into clear recommendations for senior leaders.
• Experience working across business, technology, finance, risk, and delivery teams in a complex, regulated environment while driving transparency, ownership, and simplification.
• Proficiency with Microsoft Office tools.

Nice To Haves

• Master’s or advanced degree.
• Experience with project or portfolio management tools such as Planview.

Responsibilities

• Lead the Portfolio Management team, setting team priorities, operating rhythm, stakeholder coverage, delivery commitments, coaching, development, and performance expectations.
• Own the enterprise front-door advisory model for portfolio intake, planning, prioritization, investment trade-offs, value realization, and senior leadership decision support.
• Translate enterprise strategy into actionable portfolio priorities and recommendations, ensuring initiatives align with strategy, mission, risk appetite, capacity, and financial objectives.
• Be accountable for portfolio execution and initiative outcomes, including expected benefits, measurable value, portfolio health, delivery risks, and realization of intended business results.
• Drive and coordinate annual planning, including intake, evaluation, prioritization, demand shaping, funding alignment, resource capacity assessment, and leadership review preparation.
• Facilitate ongoing portfolio management routines that surface portfolio-level risks, issues, dependencies, resource constraints, and decision needs for senior leaders.
• Own portfolio metrics, including KPI and OKR design, operational and outcome measures, portfolio health indicators, value realization tracking, and visibility into trends and performance insights.
• Lead investment trade-off analysis across strategy, value, risk, capacity, and funding, using data-driven criteria to recommend where to start, stop, scale, defer, or reshape investments.
• Review and challenge plans, assumptions, risks, mitigation strategies, and portfolio forecasts to improve decision quality, accountability, and execution confidence.
• Partner across Business, Technology, Finance, Risk, and delivery teams on planning, demand, funding, capacity, prioritization, and executive-ready insights, recommendations, and decision materials.

Benefits

• Competitive compensation, including base pay and annual incentive.
• Comprehensive health and life insurance and well-being benefits, based on location.
• Pension and retirement benefits.
• Paid time off, personal/family care, and other leaves of absence to support physical, financial, and emotional well-being.
• Flexible/hybrid work model of three days onsite and two days remote.

What This Job Offers

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