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Enterprise Portfolio Management Office - Sup - EPMO Portfolio Manager

Company: Golden 1 Credit Union
Location: Sacramento
Posted on: January 24, 2023

Job Description:




DATE: 11/2022


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.


  • 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 iterations
  • 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 portfolios
  • Understands business or enterprise strategy to lead and deliver business outcomes
  • Defines appropriate communication strategies and secures commitment for portfolio decisions
  • Directs portfolio of teams to communicate solution vision and priorities
  • Designs and provides guidance to others on strategies for influencing multiple decision makers
  • Drives plans to overcome resistance to many types of change
  • 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 delivery
  • 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 outcomes
  • Identifies opportunities for creating reusable artifacts
  • Drives portfolio teams to identify measurable business value to ensure metrics are gathered and business objectives are realized
  • 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 initiatives
  • 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 recommendation.
  • Work with business owners to assess vendor products and interfaces impacted by projects and make recommendations for cost effective, efficient improvements.
  • Consultant
  • Challenge where appropriate to drive the business strategy forward
  • Consults and partners with senior leaders to drive consensus for a desired futures state that meets the business strategy and enterprise objectives
  • 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 to implement
  • Evolves key partners and stakeholder's expectations in accordance with changes in the business, technology, or the environment
  • 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 position
  • 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 purpose
  • Advises and mentors teams to elevate and strengthen capabilities collectively
  • Promote and cultivate a collaborative environment within the portfolio team
  • 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

  • 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 institutions. QUALIFICATIONS:

  • 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/SKILLS:
  • 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 skills.
  • Customer-focused attitude and ability to work proactively and efficiently.
  • Supportive of all decisions, choices, goals, and objectives as determined by EPMO leadership and Executive leadership. . click apply for full job details

Keywords: Golden 1 Credit Union, Sacramento , Enterprise Portfolio Management Office - Sup - EPMO Portfolio Manager, Administration, Clerical , Sacramento, California

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