Portfolio Manager x3 Financial Services
Financial services regulated business require 3 x Portfolio Managers to direct, manage and champion a balanced and strategically aligned portfolio of change activity at divisional level in order to ensure optimal return on investment and alignment to deliver the clients strategic objectives. The areas cover IT Portfolio, Sales & Agency, and Customer Service.
Direct, manage and plan a portfolio of strategic and local change initiatives at divisional level and continually assess this to ensure the changing needs of the business are considered. Influence and agree local change priorities with divisional stakeholders, reviewing in-flight initiatives as appropriate so that the Group Portfolio is planned and prioritised effectively for successful delivery across the organisation.
Provide direction, guidance and expertise to stakeholders in shaping prospective divisional changes and then throughout the change life cycle to ensure that impacts are understood, benefits are identified and change activities are successfully initiated and embedded.
Actively manage the portfolio at divisional level through the appropriate governance channels ensuring roles, responsibilities and accountabilities are clear and align with organisational practice.
Address issues and concerns for divisional change initiatives at key governance decision points to ensure successful/seamless delivery of the portfolio and alignment with the Change Governance Framework/policies & procedures. .
Continually assess divisional capability/ capacity to deliver change and the feasibility of all divisional initiatives. Resolve issues proactively with stakeholders and drive solutions with the business so that all initiatives are appropriately planned and managed effectively across different parts of the division.
Actively seek out and interpret relevant insights and information which may impact on divisional portfolio performance (e.g. in relation to interdivisional portfolio benefits, risks, issues, dependencies and finances). Drive appropriate action with divisional and other stakeholders to assure delivery of strategic change and benefits.
Build and maintain relationships with divisional business leaders, sponsors and key internal stakeholders, influencing and identifying/ resolving issues between stakeholder groups and individuals so that divisional portfolio objectives are delivered effectively and risks are minimised.
Provide consultancy, advocate and demonstrate the skills, knowledge and expertise which reflect the first class provision of services within Group Change, so the value of the function is consistently reinforced throughout the organisation and lessons learned are applied through continuous improvement.
Deliver short term / one-off projects and activities as required by and to the standards and outcomes agreed with Line Manager.
PRINCE2 (or equivalent project management qualification), willing to work towards Management of Portfolios and Managing Successful Programmes. Change Management Certification is desirable
Experience and Knowledge
Demonstrable portfolio management experience, including resource and budget management, dependency planning, risk and issue management
Proven experience of establishing effective relationships with, and influencing, senior stakeholders
Experience of working in a regulated environment is desirable
Good negotiation skills
Excellent level of financial and commercial acumen