Gerente de Relacionamento responsável por alavancar resultados e parcerias na Pitzi. Gerenciando uma regional de parceiros, com foco em performance e estratégias.
About the role
- Bank Portfolio Manager Senior responsible for compliance and analytics in portfolio management. Collaborating with executive stakeholders and delivering reports on portfolio health and performance.
Responsibilities
- Monitors, governs and is accountable for low to moderately complex company or line of business portfolios
- Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures
- Monitors a low to moderately complex portfolio on an ongoing basis, to resolve issues and disseminate information to stakeholders
- Facilitates the identification, management, and resolution of systemic cross-work risks / issues and interdependency conflicts for work effort(s) / program deliverables and informs portfolio team and stakeholders as needed
- Leverages analytics to research and identify Financial Management risks and recommends solutions to address opportunities; may escalate to their respective Portfolio Management Office (PMO) or leadership team as needed
- Monitors for stale work efforts and need for resolution, including termination proposal if applicable
- Supports development and execution of company planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO
- Monitors and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed
- Communicates portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional stakeholders as required
- Reviews health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, and identifies performance improvement opportunities, providing updates to leader and stakeholders
- Drives the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
- Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
- 6 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts
- Proficient understanding of project, program, and portfolio management principles
- Working knowledge in the full lifecycle experience managing strategic and operational work efforts
- Experience with portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies
- Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement
- Proficient experience in change management methodology or similar industry change management methodology
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
Job title
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