Position: Portfolio Management and Governance

Role Description: Mandatory Portfolio Investment and Execution Governance

DESCRIPTION

This position is for an Investment and Execution Governance consultant in our company Wealth Management Technology at our company Montreal office. The position will reside within the Central COO office, but will also work closely with the Practice Areas (PAGs) in WM Technology. 

The candidate will be a part of a team responsible for portfolio management oversight, but have a focus on Mandatory Change the Bank Portfolio Governance. Mandatory Change the Bank projects (#MCTB#) are for regulatory compliance and other changes that should be implemented for a firm to remain in compliance and / or mitigate risks.

Responsibilities of this role include: 

#Ownership of the Mandatory Portfolio procedures and processes that include managing and driving change on a regular basis or as needed. The candidate will represent WM Technology and interface with WM Operational Risk and other Legal, Compliance, and Risk counterparts to ensure WM Mandatory Change the Bank procedures remain in alignment with the Firm and WM’s policies, as well as ensuring policy and procedural changes are communicated to and understood by WM and WMT stakeholders.

#Ownership of Investment Governance for the Mandatory Portfolio that includes facilitation of project inception (certification) review meetings and corresponding materials to obtain approval(s) from Legal, Compliance, and Risk for new Mandatory projects as well as the ongoing prioritization process to fund approved Mandatory projects within financial/resource capacity targets. Includes prioritization efforts that feed into the annual budgeting process for holistic Change the Bank portfolio. 

#Ownership of Execution Governance for the Mandatory Portfolio that includes detailed monthly reporting on execution that provides a status overview of key risks, upcoming deliverables for completion, recent accomplishments, and key areas to monitor such as regulatory commitments and audit findings. The person in this role should be able to work with multiple sources of data to bring together a digestible status report in excel and powerpoint. 

#Ownership of Stakeholder management with key partners and senior management from the WM Business, Legal, Compliance, Risk, and Technology including biweekly meetings to review key aspects of the portfolio as well as address gaps and open questions. 

#Key point of contact to ensure changes in methodology or processes are applied appropriately to the existing governance processes for the Mandatory Portfolio. 

#Implementing all other appropriate industry-standard project and program management practices, including defining and reporting on key metrics, identifying risks, issues, gaps, and dependencies within and across work streams.

Educational Requirements: Bachelor’s Degree in a related subject.

Professional certifications including PMP or Scrum Master Certification a plus, but not required. 

Years of Experience: 5 years of experience in Project and/or Technology PMO Management.

Skills required: The key skills required are: 

#Organized project manager and PMO, experienced in bringing structure to an unstructured or new project.

#Strong experience with Microsoft Office tools, especially Powerpoint and Excel 

#Strong analytical skills, experienced in managing large sets of data to drive decisioning and value-add outcomes.

#Must have excellent interpersonal, verbal, written communication, and presentation skills.

#Strong stakeholder management skills.

#Strong problem solving skills.

#Ability to multi-task with good organizational and time management capabilities

#Ability to be flexible with ever-changing prioritization.

#Thorough attention to detail required.

#Experience with Project Management tools such as PPM a plus.

#Proactive, self-motivated and responsive team player.

#Financial Services experience is a significant plus.

#Creative thinker who will take complete ownership and accountability.