Manager - Enterprise Portfolio Management Office

TITLE: MANAGER - EPMO  
STATUS: EXEMPT
REPORTS TO: VICE PRESIDENT - HEAD OF EPMO 
DEPARTMENT: ENTERPRISE PORTFOLIO MANAGEMENT OFFICE 
JOB CODE: 11211

PAY RANGE: $144,700.00 - $171,000.00 ANNUALLY

GENERAL DESCRIPTION:

The Enterprise Portfolio Management Office (EPMO) Manager leads, manages, aligns, and enhances the portfolio, program, and project management and analysis capabilities of project professionals at Golden 1. Aligns teams to organizational objectives and climate to drive accelerated achievement of business value. Responsible for planning and executing transformation, strategic, and operational plans for the department, and actualizes change adoption and acceptance. Collaborates with cross-functional Leaders to plan and manage portfolios, programs, projects and builds relationships with business and technology partners and/or industry contacts to drive the business. Achieves business success despite credit union dynamics and challenges. The EPMO Manager leads a team of leaders and professionals including Portfolio Managers, Program Managers, Sr. Project Managers, Project Managers, Sr. Analysts, Analysts, and Interns.  Responsible for managing overall portfolios, programs and their associated projects while being responsible for cost center and talent management.

TASKS, DUTIES, FUNCTIONS:

1. Relationship Management & Strategic Partnering

1. Collaborate with peer groups and business/technology partners to identify and address shared business opportunities, objectives, and challenges. Defined and delivers mutually beneficial solutions that add business value.
2. Build and develop relationships with business and technology partners, as needed, to achieve business objectives, to manage and execute on business improvements.
3. Facilitate relationship building and introductions for downstream and other network contacts.
4. Influences network to understand department objectives and culture, and leverages network to gain understanding of business and technology partners objectives and culture.
5. May partner with industry contacts to share information and understand competitive landscape and shared pressures.
6. May be require to manage / support service and operational relationships with external business and/or technology partners.

2. Coaching & Guiding

1. Models Core Values and foster a culture of openness, approachability, positivity, engagement, trust, and presence; and lead with a cross-cultural and enterprise mindset.
2. Coaches subordinate leaders and professionals’ innovative methods to identify and address obstacles and constraints that interfere with outstanding performance.
3. Fosters a team culture that encourages exploration of non-traditional ideas.
4. Develops a culture in which all professionals work constructively to improve the performance of individuals and the team; develops specific talent identification and retention strategies to create a strong pipeline of professionals; coaches and mentors’ talent, motivates others to perform beyond expectations and recognizes and rewards exemplary performance
5. Designs and adjusts performance improvement plans according to department strategy and goals; holds downstream accountable to expectations; exercises consistent performance management discipline and employee conduct expectations
6. Employees effective hiring strategies to identify talented employees
7. Shares information, expertise, best practices, resources, and skills outside the functional area to contribute to the overall betterment of the credit union.
8. Develops understanding of industry trends and business needs to enhance business insights; develops knowledge of business and technology decision-making processes and increases organizational awareness.

3. Strategy & Business Transformation

1. Provides input to department / transformative objectives; translates vision into specific functional or departmental initiatives; sets goals for department in support of business unit strategies, functional and/or operational plans.
2. Ensures necessary resources are in place to satisfy goals and metrics and is accountable to performance and results.
3. Leads change acceptance and communicates business context to align business unit readiness and user adoption experience with business objectives.
4. May lead efforts to observe trends in industry and business demand; assess impact to department and recommend change to leaders.
5. Develops, implements, and evaluates functional projects of substantive scope, complexity, and impact.
6. Facilitates a culture of continuous improvement and leads continuous improvement teams.
7. Encourages holistic or integrative thinking to strengthen enterprise collaboration.

4. Strategic Talent Management

1. Identifies behaviors and skillsets required to achieve mid-term (6-12 mos.) business plans, articulates skillset gaps and surpluses in alignment with such plans, and leads efforts to prepare workforce to achieve those plans
2. Build capabilities to enable accelerated delivery, agility, and collaboration to achieve business outcomes.
3. Understands state and local labor market trends and supports plans to ensure department achieves objectives.
4. Understands current work volumes and staffing needs required to meet service goals and ensures the department is staffed appropriately. May initiate the preparation of budgets and financial strategies for the department.
5. Manages subordinate leaders in Golden 1 compensation philosophy and tools and makes or provides input to pay for performance, hiring, and termination decisions.
6. May be engaged across divisions and business partners to support talent management review process and identification of high potential individuals.
7. Responsible for planning and preparing the annual performance management program and facilitating the calibration of expectations and scores across job levels

5. Project Delivery & Operational Management

1. Manages the progression of project delivery activities through peer leaders and professionals to achieve expected outcomes for team and/or department. Serve as an escalation point for Portfolio Managers to resolve issues and mitigate portfolio risks and impediments. Provide support for stakeholder escalation and management.
2. Participate in regulatory examinations, as well as with internal and external audits.
3. 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.
4. Leverages industry knowledge and expertise to make products and service recommendations with respect to issues, opportunities, and improvements, focusing on effective innovative solutions.
5. May suggest alternatives to achieve operational & business objectives while managing risk.
6. Provides input to strategy roadmap for department, leveraging their business domain knowledge and expertise.
7. Contributes to financial plan and business goals in response to changing business and economic environment and ensures business goals are met within established financial targets.
8. Understands and communicates business and financial climate and impact to business or department decisions and/or priorities.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:

• Excellent leadership, portfolio and project management skills, and organizational change management skills.
• Exceptional oral and written communication skills including presentation and facilitation skills to interact with executive and senior leaders, members, and credit union staff.
• Able to negotiate vendor agreements and oversee vendor delivery.
• 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 self-directed, able to work on own initiative.
• Proficient in MS Project software and with Project Portfolio Management (PPM) tools.
• Ability to work under pressure and tight deadlines; may be required to work extended hours to complete tasks.
• Carry and respond to smartphone.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

• INTERNAL: All levels of staff and management, including Senior Management.

• EXTERNAL: Members, vendors, suppliers, government agencies, credit union industry associations and peers at other financial institutions.

QUALIFICATIONS:

1. 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.

2. EXPERIENCE: Minimum ten years of portfolio and / or project experience required, including experience managing complex projects end-to-end, preferably in a financial institution. Experience managing programs required. Experience in managing and leading a team of professional level staff is required.

1. 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 Senior Leadership and Executive Leadership.
• Proven ability to evaluate key business objectives and develop appropriate action plans.
• Proficient in Microsoft Office products, especially MS Teams, MS Project, MS Excel, MS Visio, and MS PowerPoint.
• Ability to use logical reasoning when making objective observations, examinations, evaluations, and recommendations.
• Familiarity with common contractual language and contract negotiation.

2. PHYSICAL REQUIREMENTS:

• Prolonged sitting throughout the workday with occasional mobility required.
• Corrected vision within the normal range.
• Hearing within normal range. A device to enhance hearing will be provided if needed.
• Ability to lift 20 lbs. as may be required.
• Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
• May require long work hours to accomplish tasks.
• Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included.
• Prolonged use of telephone to accomplish tasks.

LICENSES/CERTIFICATIONS:

Project Management Professional (PMP) and (PfMP) certifications from the Project Management Institute (PMI) or Certified Business Analyst Professional (CBAP) from the International Institute of Business Analysis (IIBA) desired.

#LI-Hybrid

THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS A ND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL, AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.