Job Description
SUMMARY: The EPMO Portfolio Manager is a strategic partner responsible for building, maintaining, and optimizing the project investment portfolio in alignment with the bank's strategic goals and business roadmap. This role serves as the primary liaison between the Enterprise Project Management Office (EPMO), Information Technology, Lines of Business (LOB), and Finance partners, ensuring disciplined portfolio planning, value realization, and effective execution of project investments from ideation through closure. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Portfolio Planning & Governance
- Own and lead the end-to-end portfolio management process for assigned LOBs, including ideation, demand intake, prioritization, funding, execution oversight, and closure.
- Develop and manage the multi-year and annual investment portfolio aligned with business strategies and goals.
- Partner with business leaders to translate strategic objectives into a cohesive and prioritized project portfolio.
- Ensure governance and compliance with EPMO methodologies, standards, and Portfolio Delivery Lifecycle (PDL).
- Stakeholder Engagement & Communication
- Act as the primary EPMO representative for LOB executives, cultivating strong partnerships and aligning project investments with business priorities.
- Collaborate closely with Finance business partners to track portfolio financials, investment performance, and value realization.
- Conduct regular portfolio review sessions with LOB leaders, Finance and IT to ensure alignment, transparency, and accountability.
- Portfolio Monitoring & Value Delivery
- Monitor, measure, and report on portfolio performance, including investment spend, benefits realization, delivery milestones, and risk indicators.
- Facilitate decision-making related to investment trade-offs, reprioritization, and resource allocations.
- Drive continuous improvement initiatives to enhance portfolio value delivery and project performance metrics.
- Data, Reporting & Analytics
- Provide accurate, timely, and actionable portfolio insights and dashboards to executive stakeholders.
- Leverage portfolio management tools and systems to maintain portfolio visibility, data integrity, and trend analysis.
- Strategic Alignment & Investment Planning
- Lead the development of the annual and multi-year investment planning cycles in collaboration with LOB and Strategy teams.
- Ensure that the portfolio is optimized for strategic alignment, value generation, and operational capacity.
- People Management & Capacity Planning
- When required, oversee a group of project delivery professions (e.g. Project Managers, Project Analysts, Business Analysts) and provide regular feedback, coaching and development.
- Provide inputs to resource and capacity planning based on the business roadmap and portfolio forecast.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
Supervisory Responsibilities - Supervises function, projects or services and/or one or more employees, as applicable.
- Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
- Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION Bachelor's Degree in business administration, Project Management, Information Technology or a related field required Master's Degree in business (eg MBA or related discipline) preferred
Experience - 7+ years' experience in project/program management, PMO, or portfolio governance, preferably within banking or financial services
- Familiarity with bank-specific regulatory environments and risk frameworks (eg, Basel III, SOX, etc)
- Experience with PPM tools (eg, Clarity, Planview, Microsoft Project Online, Jira, SPM, Smartsheet)
- Experience managing teams of professionals, coaching, and people development
CERTIFICATES, LICENSES, REGISTRATIONS - Certification in PMP/PMO, PRINCE2, SAFe, or equivalent preferred preferred
Knowledge, Skills And Abilities - Ability to influence senior stakeholders and operate across business and technology domains.
- Strong understanding of portfolio management frameworks, governance models, and value realization methodologies.
- Strong strategic thinking paired with operational execution ability.
- Demonstrated emotional intelligence, resilience, and the ability to lead through ambiguity.
- Proven ability to build trust, foster collaboration, and drive alignment across complex stakeholder groups.
- Metrics-driven mindset with the ability to link change initiatives to business outcomes.
Job Tags