Description

Key Responsibilities

Strategic Portfolio Management

• Serve as central steward for D&CX strategic alignment and performance management
• Develop and maintain master roadmaps that align portfolio investments with organizational priorities
• Oversee portfolio change controls to ensure disciplined management of scope and resources
• Lead portfolio reporting initiatives, ensuring transparency and accountability across all levels
• Facilitate annual planning processes and monthly operating reviews with executive stakeholders

Portfolio Governance & Operations (Expanded 2026 Scope)

• Reinstate and manage the D&CX intake process, establishing clear criteria and workflows for new initiative requests
• Lead resource allocation decisions across the portfolio, balancing capacity with strategic priorities
• Develop and deliver expanded reporting capabilities that provide actionable insights for leadership
• Provide trade-off recommendations to executive leadership, analyzing portfolio dependencies, risks, and opportunities
• Drive informed decision-making through data-driven portfolio analytics and scenario planning

Process Excellence & Standardization

• Standardize processes to ensure consistency across D&CX Portfolio and all PMO-led initiatives
• Lead continuous improvement efforts to evaluate and implement new processes and routines
• Establish best practices for effective portfolio and program management
• Drive adoption of portfolio management methodologies and tools across the organization
• Mentor program managers and teams on standardized approaches and governance frameworks

Stakeholder Engagement & Communication

• Partner with D&CX leadership to translate strategy into executable portfolio plans
• Facilitate cross-functional collaboration to resolve dependencies and remove barriers
• Communicate portfolio health, risks, and opportunities to executive stakeholders
• Build strong relationships across the organization to enable effective portfolio delivery

Qualifications

Preferred

• PMP, PgMP, or portfolio management certification
• Experience in digital transformation or customer experience initiatives
• Background in financial services or regulated industries
• Advanced degree (MBA or related field)

Key Skills

Education

Not specified