Program & Portfolio Manager Job Description
Program & portfolio manager
provides advice and guidance to appropriate partners and project / program / portfolio teams as required regarding best practices in project management.
Program & Portfolio Manager Duties & Responsibilities
To write an effective program & portfolio manager job description, begin by listing detailed duties, responsibilities and expectations. We have included program & portfolio manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Lead post-implementation review of project lesson's learned and evaluate client satisfaction and best practices
Manage workload of a number of Project Managers and analysts to proactively identify and resolve issues that would present a risk to on-time, on budget implementation of the program/project
Play a major role in performance & career management, appraisals & people development providing regular ongoing constructive feedback
Develop, train and coach team members
Consults to sales and management to refine individual and team deliverables
Drive the product development planning activities in support of Annual Operating Planning, Roadmap, and Release Planning, including activities required to define the target scope, balance demand and capacity, and drive development and delivery of our initiatives and releases based on the priorities and plans represented in our product and technology roadmaps
Drive and improve operational excellence in the end-to-end product development process by managing to key performance indicators and operating metrics
Leading a proactive initiative to work with PM Level 3 FA/PWA teams (Call series, training, updates)
Coordinating policy enhancements with GPC, Risk, Compliance, and Legal
Conduct PM Level 3 Guideline modification requests
Program & Portfolio Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Program & Portfolio Manager
List any licenses or certifications required by the position: PMP, CSM, PMI, ACP, PMBOK, SCRUM, PRINCE2, IPMA, CQIA, MBA
Education for Program & Portfolio Manager
Typically a job would require a certain level of education.
Employers hiring for the program & portfolio manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Engineering, Project Management, MBA, Management, Education, Computer Science, Technical, Science, Business/Administration
Skills for Program & Portfolio Manager
Desired skills for program & portfolio manager include:
Call center and telephony infrastructure
Software
Project and portfolio management tools and processes
Online
Primary and secondary mortgage originations industry
Technology landscape and emerging developments
Ability to understand and apply best practices in project and portfolio management
Agile methodologies
Best practices
Company program management standards
Desired experience for program & portfolio manager includes:
Degree preferably in relevant subject – Treasury, Business Studies, Finance, Accounting or Mathematics
Review and resolve Financial Advisor and Client escalations for PM Level 3 Advisors
Digs in with teams to help understand the need and value of implementing communication and collaboration improvements and help to drive those improvements, while providing consistent feedback and follow up
Help deliver a consolidated view to important business milestones across the organization
Continually improves upon our communication structure and adds tools or techniques to further garner interest & support from key stakeholders!
Creates, builds and delivers training and facilitative workshops to raise awareness of key business activities and help stakeholders understand new tools or processes
Program & Portfolio Manager Examples
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Program & Portfolio Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a program & portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for program & portfolio manager
- Leading a proactive initiative to work with FA/PWA teams
- Coordinating the implementation of policy enhancements
- Completing business initiatives with Legal, Risk and Compliance
- Conduct PM Guideline modification requests
- Perform program review of FA developed marketing materials
- Review and resolve Financial Advisor and Client escalations
- Facilitate the development of business cases for potential projects
- Define the systems way of working according to the strategy
- Build a network with the business & markets
- Lead the virtual business system transformation
Qualifications for program & portfolio manager
- 1+ years of experience supporting change initiatives in an organization and/or marketplace
- 2+ years experience with marketing or communications
- 2+ years experience with disciplines and tools which help drive continuous improvement
- Metrics orientation as demonstrated by 2-3 years relevant experience in defining, creating, and implementing KPI's and metrics at the divisional, portfolio and program level, including experience with balanced scorecards
- Strong process orientation and demonstrated ability to define and document new or improved portfolio and program management processes, templates and tools, and create a wide variety of reporting mechanisms for leadership, stakeholders, and team members
- Highly developed analytical, strategic-thinking, problem-solving, and organizational skills the ability to adapt quickly to changing priorities, assignments, and roles
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Program & Portfolio Manager Job Description
Job Description Example
Our company is looking for a program & portfolio manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for program & portfolio manager
- Ensure buy-in and ownership of relevant stakeholders is safeguarded (Business Group leaders, Marketing, Strategy, Product management, Market leadership )
- Drive the identification of standard value propositions through the Business Group and Market stakeholders which should cover 60-80% of the sales
- Drive the value stream creation for standard work related to business model systems
- Ensure Business (GM/Marketing Lead) sign-off
- Think E2E, lean, and initiates & deploys improvements within the scope of the domain roadmap
- Act as a change agent within the organization to drive standardization
- Build network with the business & markets
- Do analyses to understand product portfolio, value propositions to customers and configuration build up
- Typically 7 or more years of relevant professional experience
- Proven ability to manage business programs across global centers
Qualifications for program & portfolio manager
- Managing an agile project or delivery program and ensures project / program execution and delivery according to project / program specific goals
- Experience with other data and statistical applications desired (PowerPivot, Tableau, SAS, Access, Minitab, Sigma Excel, SQL)
- Able to effectively manage multiple projects with complex inter-dependencies while remaining quality-focused
- Possesses a low ego
- Excellent quantitative analysis skills and attention to detail
- Experience generating reports and presenting the results to stakeholders at different levels
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Program & Portfolio Manager Job Description
Job Description Example
Our company is looking to fill the role of program & portfolio manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for program & portfolio manager
- Experience with creating and/or executing marketing strategy, especially on social media would be nice to have, but is not essential for the role
- Responsible for the development of project business cases, charters, plans and execution approach
- Leverage Lean Agile methodology or Waterfall methodology as applicable
- Categorize ideas in terms of ownership
- Applies advanced knowledge and contributes to the development of new principles and concepts for negotiations and vendor management
- Exerts influence on the overall objectives and long-range goals of the organization (e.g., efficiency goals)
- Leads and significantly influences the financial, operational, and strategic rationale for “Insource versus Outsource” or “Make versus Buy” decisions
- Develops innovative procurement, contracting and vendor management solutions to complex problems
- Ensures favorable negotiation outcomes that align with approved Access Solutions (AS) strategies
- Serves as a leader in cross-functional or other project teams
Qualifications for program & portfolio manager
- Change management experience is a strong plus
- Leads and coordinates request for proposal (RFP) process for the largest and/or most complex vendor accounts
- Leads contracting and on-boarding process for all new, assigned vendors or for existing vendors, where contractual agreement terms are substantially changing
- Inspiring and Influencing – Fosters an exchange of ideas and support
- Follows all laws, regulations and policies that govern the conduct of all activities
- Responsible for all day to day management of all governance activities required by IB Finance covering both Initiative (RFT) Capability (IB Finance)
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Program & Portfolio Manager Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of program & portfolio manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for program & portfolio manager
- Ensure the governance of programs and projects across multiple teams – in multiple geographies
- Help define and implement portfolio management (IT Project Governance) policies and processes to support fact-based decisions on investments into Information Technology projects
- Continuously improve the IT governance and planning capability by integrating optimal ways of planning and organizing, acquiring and implementing, delivering and supporting, and monitoring IT (solutions) performance
- Seamlessly partner with cross –functional teams to ensure end to end delivery of programs and portfolio success
- Establish ongoing cadences with senior leadership on the status of various program issues, identifying opportunities and highlighting plans for mitigating risks by using a balanced scorecard and program dashboard, establish consistent, objective program performance standards of accountability
- Partnering with leadership team, develop high quality communications and presentations on the vision and execution plan for Identity, to be shared with stakeholder teams and the broader organization, including monthly initiative status presentations to our CIO Staff
- Responsible for leading the evaluation of the performance of the current portfolio and recommending opportunities to optimize the portfolio through the enhancement or retirement of options
- Drive assessment of market and customer trends benchmarking in order to determine impacts of these trends on the portfolio
- Actively monitor and drive efforts to evaluate emerging customer offerings so that recommendations can be made to management steering teams regarding priorities for new product and service opportunities
- Responsible for developing and maintaining a multi-year product/service roadmap that is aligned with corporate and business unit goals and objectives
Qualifications for program & portfolio manager
- Very high level of written and oral communication
- BA/BS and an MS/MA/MBA or equivalent is desired
- Excellent soft-skills greatly preferred, adaptability, emotional intelligence
- Perseverance, active listening
- Mindfulness Effective negotiating, consulting & coaching skills\
- Prior experience leading diverse and collaborative relationships across multiple teams
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Program & Portfolio Manager Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of program & portfolio manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for program & portfolio manager
- Manage a portfolio of projects monitoring project status, cross projects dependencies, and delivery progress on an ongoing basis
- Overall ownership and responsibility for program results (scope, schedule, budget, quality)
- Design, develop, and implement the capacity operating model and roles and responsibilities
- Managing the Service Request “Intake” process including request estimation, approval and delivery for a larger Western Canada client
- Working with the client architect to build the client annual work program and providing input into the project revenue forecast
- Participating in client operations, delivery and executive meetings
- Working with CGI Infrastructure teams across the globe to align project management and project delivery resource needs and availability
- Delivering expected program / project margin and profitability
- Documenting and assessing impacts of program / project change requests
- Maintaining the healthy management of your program / project by mitigating risks and defining resolution plans for addressing issues
Qualifications for program & portfolio manager
- Proven technical project management experience
- Experience with Microsoft Office, SharePoint and Project
- Knowledge of application support principles
- Demonstrated outstanding oral and written communications and interpersonal skills
- BA/BS Degree in Business, Economics, Marketing, or a related discipline
- 5 years of experience in product, program and/or project management