InvestCloud is looking for a Portfolio Director within its Professional Services Division. The role is a strategic hire and will be accountable for the successful delivery and oversight of a number of high profile client project deliveries. The role will report directly to the Head of Professional Services and will be a key member of the EMEA leadership team. In addition to the day to day delivery responsibilities, the role will also be required to drive internal change and best practice across the delivery teams
What does a great Portfolio Director do?
A successful Portfolio Director ensures strategic projects are effectively completed for both internal initiatives and our clients. Consistently provides the program leadership perspective to deliver projects on-time to meet internal and client expectations. The role of Portfolio Director is a player manager role, requiring the successful candidate to operate in the detail of a client delivery and manage messaging and strategic priorities internally and the clients.
How you will provide meaningful contributions:
1. Responsible for the end-to-end delivery of multiple strategic projects
2. Ensure tight control of scope, budget and resources across the delivery portfolio
3. Partner with other teams to deliver projects that achieve the desired scope, are technically sound, operationally supportable, and meets the requirements of the business
4. Work closely with Product and Platform teams and be an advocate for client delivery
5. Have oversight and help manage multiple strategic projects simultaneously
6. Engage in a broad spectrum of projects from external client deliverables to internal strategic objectives
7. Opportunity to influence evolution of professional services by collaboratively engaging with staff across the company including Senior Leadership
8. Lead a team of project managers and help develop best practice across Professional Services
Basic Qualifications for Consideration:
9. 10+ years of experience as Senior Project Manager or Portfolio Manager
10. 10+ years of experience managing large scale, global software implementation projects within financial services
11. Superior communication skills (written and verbal) to facilitate client and team discussions, presentations, and leadership meetings ensuring accurate documentation
12. Understanding of infrastructure components and technologies
13. Experience leveraging various SDLC methodologies with product centric focus
14. Strong ability to use Smart Sheet, Atlassian suite, and Power BI to manage and report on project milestones
15. Ability to influence resources to deliver their commitments to projects on-time
16. Detailed oriented towards project scope and ensuring scope is managed from drift
17. Ability to learn quickly new concepts and technologies
Preferred Skills / Experience
18. Prince 2 certification or equivalent
19. Management consulting background a plus
20. Fintech and cloud-based SaaS experience
21. Experience in team leadership and managing matrixed teams
22. Excellent client management skills