Managing Director, Benefits responsible for new sales growth through consultative partnerships in worksite insurance. Building relationships with buyers and distributors to enhance sales efforts in Atlanta and Tennessee.
About the role
- Portfolio Management Lead responsible for establishing and leading portfolio capabilities within the EPMO for a multi-million-dollar technology program. Collaborates with stakeholders to ensure strategic alignment and delivery.
Responsibilities
- Establish and oversee the end-to-end management of the technology project portfolio, ensuring all initiatives align with organizational priorities and strategic objectives.
- Define and lead the lifecycle entry and exit process for projects, enabling robust prioritization, integrated planning, and resource alignment across workstreams.
- Chair portfolio review meetings and represent the PMO in executive and operating committee forums, providing strategic insights and recommendations.
- Collaborate with stakeholders to ensure effective delivery and continuous improvement of portfolio management processes.
- Partner with Finance, Strategy, and Delivery teams to support accurate forecasting, budget tracking, and benefits realization at the portfolio level.
- Maintain portfolio-level dashboards and reporting packs, enabling data-driven decision-making and transparency for senior stakeholders.
- Monitor portfolio health and performance metrics, identify trends, risks, and opportunities for optimization.
- Champion the adoption and integration of automated reporting and decision-making solutions, leveraging AI tools (such as Copilot) and data visualization platforms (such as Tableau) to enhance portfolio transparency, efficiency, and strategic insight.
- Ensure consistent application of portfolio management tools, methodologies, and standards across all workstreams.
- Lead coordination with change management and communications teams to ensure portfolio initiatives are effectively supported, communicated, and adopted across the organization.
Requirements
- 10+ years of relevant experience in program/project management, portfolio management, or PMO functions.
- Effective communication and stakeholder engagement skills, with experience influencing senior leadership and cross-functional teams.
- Experience working in technology environments, including ERP, CRM, cloud platforms, and hybrid delivery models.
- Familiarity with Scaled Agile frameworks, Lean Portfolio Management, and integrated planning approaches.
- Proven experience in portfolio-level planning, prioritization, and performance tracking.
- Proficiency in portfolio management tools (e.g. Smartsheet) and data visualization platforms (e.g., Power BI, Tableau).
- Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights.
- Ability to work independently, manage competing priorities, and deliver high-quality outcomes in a fast-paced environment.
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
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