Enterprise Portfolio Management Office - Sup - EPMO Portfolio Manager
Company: Golden 1 Credit Union
Posted on: January 24, 2023
TITLE: SUP - EPMO PORTFOLIO MANAGER
DEPARTMENT: ENTERPRISE PORTFOLIO MANAGEMENT OFFICE
REPORTS TO: MGR - EPMO
JOB CODE: 11267
PAY SCALE: $125,000.00 - $148,000.00 ANNUALLY
The Enterprise Project Management Office (EPMO) Portfolio Manager
is accountable for the delivery, monitoring, and execution of
projects within the scope of assigned portfolio. This position
oversees the management of the portfolio and supervises the project
professionals, including Sr. Project Managers, Project Managers,
Sr. Analysts, and Analysts, supporting the portfolios to ensure
consistency with credit union strategy, commitments, and goals to
accelerate the achievement of business value. Portfolio Managers
closely align with Portfolio Sponsors to ensure goals and
objectives of each project under the respective portfolio are met.
Guides, advises, and directs innovative approaches and solutions
within and across the enterprise to achieve desired business
outcomes. Partners and consults with various business and technical
executives and leaders to deliver iterative business value and
achieve business strategy and objectives.
TASKS, DUTIES, FUNCTIONS:
- Guides and directs work on enterprise or transformative
initiatives or portfolio of initiatives with complex scope.
- Provides perspective and insight to leaders and division heads
in contributing to the strategic plans. Directs portfolio teams and
business / technical partners.
- Guides leaders across the credit union to deliver value and to
achieve strategies and objectives.
- Portfolio Communication & Administration
- Shapes portfolios to deliver business value with shorter
- Identifies opportunities for improvement to drive and influence
portfolio alignment and success through monitoring project,
industry, functional or technology trends; incorporate emerging
business and consumer trends into applicable projects and
- Understands business or enterprise strategy to lead and deliver
- Defines appropriate communication strategies and secures
commitment for portfolio decisions
- Directs portfolio of teams to communicate solution vision and
- Designs and provides guidance to others on strategies for
influencing multiple decision makers
- Drives plans to overcome resistance to many types of
- Sets expectations and assuages fears associated with impact of
change and guides team forward
- Guides communities of practice and project community forums to
address ongoing needs for the project professional community;
Supports the execution of ongoing efforts to improve project
- Portfolio Delivery
- Defines, establishes, and leads innovative approaches and
solutions within and across the enterprise, including
organizational change plans and project financials
- Drives solution options and business partner decision making to
minimize the amount of project investment divergence from target
- Identifies opportunities for creating reusable artifacts
- Drives portfolio teams to identify measurable business value to
ensure metrics are gathered and business objectives are
- Identifies opportunities to align business priorities to
achieve business value iteratively
- Drives through ambiguity; guides peers and shares best
practices on conflict, issue and risk management and how to best
apply them in their portfolio to ensure forward momentum on
- Leads resolution for escalated issues that are creating
barriers to achieving desired objectives; escalating appropriate
issues with plan of action to mitigate to executives
- Enterprise perspective across portfolios and guides the
portfolio team to manage interdependencies within projects and
across the enterprise
- Develop Request for Proposals (RFP), including business needs
and product/service expectations. Analyze and compare vendor
responses, conduct vendor risk assessment (financial, physical, and
electronic security reviews) and prepare a vendor summary and
- Work with business owners to assess vendor products and
interfaces impacted by projects and make recommendations for cost
effective, efficient improvements.
- Challenge where appropriate to drive the business strategy
- Consults and partners with senior leaders to drive consensus
for a desired futures state that meets the business strategy and
- Advises and collaborates with leader to consider new
possibilities and discover value propositions'
- Guides business solutions and advises business partner decision
making to align with overall strategy of the business
- Builds constructive tension in interactions with business and
technical partners to push them out of their comfort zone to
consider alternatives concepts, paths, or solutions
- Provides senior leaders with an accurate view of challenges to
adoption; recognizes, clarifies, and prioritizes concerns; engages
key business sponsors to support change management activities
- Introduce enterprise or industry specific best practices or
lessons learned that impact the organization and provide guidance
- Evolves key partners and stakeholder's expectations in
accordance with changes in the business, technology, or the
- Shapes change activities in the portfolio across the credit
union for transformational activities
- Maintain a thorough understanding of state and federal laws and
regulations related to credit union compliance including bank
secrecy and anti-money laundering laws appropriate to the
- Team Leadership
- Provides direct supervision to Sr. Project Managers, Project
Managers, Sr. Project Analysts, and Project Analysts.
- Motivates and inspires teams to coalesce and commit to shared
- Advises and mentors teams to elevate and strengthen
- Promote and cultivate a collaborative environment within the
- Drive team performance, coach teams and resolve team
performance issues or escalate
- Strategy and Analysis
- Advises and may facilitate the prioritization for the business
and ensures alignment with strategic goals. Recognizes and quickly
adapts to implications of business strategy changes
- Seeks out new and improved ways to partner with key
stakeholders to prioritize strategic decisions based on desired
outcomes and achieving business value
- Effectively engages stakeholders and consults with senior
leaders and executives to define measurable business value and
benefits across the portfolio, business unit or organization
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE
PERFORMANCE OF THESE TASKS:
- Exceptional oral and written communication skills to interact
with senior leaders, members, credit union staff and management,
negotiate vendor agreements, manage third party vendor
relationships and lead project teams.
- Excellent project and portfolio management skills are required
to manage project portfolio, prepare recommendations, perform
analysis, and to accomplish other project portfolio management
functions as listed. Proficient in MS Project software and with
Project Portfolio Management (PPM) tools.
- Must possess sufficient manual dexterity to skillfully operate
an on-line computer terminal and other standard office equipment,
such as personal computer, multi-use copiers and telephone.
- Must be able to work on own initiative.
- Ability to work under pressure and tight deadlines; may be
required to work extended hours to support project deliverables.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
- INTERNAL: All levels of staff and management, including
Executive and Senior Management.
- EXTERNAL: Members, vendors, suppliers, government agencies,
credit union industry associations and peers at other financial
- EDUCATION: Bachelor's degree in Business Administration,
Accounting, Management Information Systems or Computer Science is
strongly preferred. Advanced Degree in Business Administration or
other related area is preferred.
- EXPERIENCE: Minimum eight years of combined experience in
project portfolio management, project analysis, coordination, and
management. A minimum of five years of experience directly managing
projects. Experience managing moderate to complex projects
end-to-end required. Domain experience in technology, digital,
retail, and operations in financial institution is preferred.
- Knowledge of financial products and services, especially as it
relates to various delivery channels preferred.
- Knowledge of existing credit union products, services, and
overall operational guidelines.
- Strong knowledge of business analytical practices and
methodologies and process improvement methodologies, e.g., Lean or
Six Sigma a plus.
- Strong research, analytical, planning, and organizational
- Customer-focused attitude and ability to work proactively and
- Supportive of all decisions, choices, goals, and objectives as
determined by EPMO leadership and Executive leadership. . click
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Keywords: Golden 1 Credit Union, Sacramento , Enterprise Portfolio Management Office - Sup - EPMO Portfolio Manager, Administration, Clerical , Sacramento, California
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