Manage cross-functional teams, vendors, budgets, timelines, and executive stakeholder expectations.
Create sophisticated project plans that enable predictable delivery.
Establish program scope, objectives and key results for both internal and external technical and business groups on a project by project level
Apply the appropriate delivery methodology (Waterfall, Agile, or Hybrid) based on project needs.
Ensure individual project plans are comprehensive and cohesive, augmenting where needed and directing changes as applicable
Maintain forward‑looking project documentation, including RAID logs and resource forecasts.
Develop and manage to a detailed program roadmap and plan; drive execution; and track progress
Oversee the management of cross-functional teams, vendors, budgets, timelines and executive stakeholder expectations across the program
Ensure all changes follow established governance, change management, and release processes.
Apply appropriate project management methodologies (Waterfall, Agile, or hybrid) to ensure consistent and successful delivery
Report program status and escalate issues to leaders as needed
Establish and maintain relationships with stakeholders in order to effectively communicate program progress, issues and risks
Demonstrate and nurture accountability, transparency, and delivery excellence
Mentor and coach project managers

5 years of project management experience delivering technology, operations, or product-related initiatives.
Proven success leading onboarding, implementation, or operational readiness projects in Waterfall, Scaled Agile and Hybrid Methodologies.
Comfortable with leading without authority and proven ability to lead and motivate a team, ensuring projects stay on track and meet objectives.
Strong negotiation and mediation skills; ability to navigate conflicts; proven ability to manage supplier, team and stakeholder conflicts
Experience in Waterfall, Iterative, Scaled Agile, and Hybrid methodologies.
Proven ability to manage multiple priorities and completing assignments even in a rapidly changing environment.
Excellent analytical and problem‑solving skills with the ability to identify and manage cross‑workstream risks and dependencies.
Experience developing comprehensive project plans
Proficiency with project management tools (e.g., Smartsheet, Microsoft Project, Jira, Confluence).
Proficiency with Microsoft PowerPoint

Portfolio Manager, Health and Wealth Distribution Operations

Key skills