Key Responsibilities

Lean Portfolio Strategy & Governance

• Develop and lead a Lean-aligned IT portfolio strategy that balances Run, Grow, and Transform investments in alignment with enterprise goals.
• Institutionalize LPM practices including Lean budgeting, dynamic funding models, decentralized decision-making, and quarterly planning.
• Apply data-driven frameworks to guide tradeoffs, prioritize high-value work, and improve transparency and decision-making.
• Establish clear planning cadences that align with enterprise objectives and OKRs across value streams.

Execution Oversight, Financial Stewardship & Value Delivery

• Monitor delivery health and flow metrics across value streams, embedding KPIs and actionable insights into executive reporting.
• Drive continuous value delivery through Lean financial governance, including forecasting, variance analysis, and long-range planning.
• Optimize team capacity, reduce WIP, and improve throughput by enabling Lean resource planning and visibility into demand vs. velocity.
• Leverage modern platforms (e.g., Jira, Confluence, ServiceNow, Power BI) as a single source of truth for portfolio performance.

Lean Leadership & Cultural Enablement

• Lead the shift from project-centric to outcome-driven delivery; foster a culture focused on learning, innovation, and adaptability.
• Promote Lean thinking through retrospectives, flow-based planning, and continuous feedback loops.
• Act as a thought leader and coach in Lean Portfolio Management, Agile maturity, and value stream transformation.
• Create alignment across teams by removing obstacles, ensuring clarity of purpose, and empowering autonomous execution.

Stakeholder Engagement & Communication

• Facilitate collaboration across business units and shared services to surface demand, manage dependencies, and accelerate value delivery.
• Own the communication rhythm for governance forums, including investment reviews, steering committees, and operating reviews.
• Build trust with senior stakeholders by aligning priorities, clarifying financial and delivery expectations, and reinforcing shared success metrics.

Qualifications

• 12+ years of leadership experience in technology organizations, with emphasis on portfolio management, strategy, or enterprise transformation.
• Demonstrated success implementing Lean Portfolio Management at scale in complex, regulated environments.
• Bachelor's degree in Business, Computer Science, Engineering, or related field required; Master’s preferred.
• Preferred certifications: SAFe LPM, PMI-ACP, PMP, or MoP.
• Deep expertise in Agile frameworks (Scrum, Kanban, SAFe) and full lifecycle portfolio management.
• Experience with Lean funding models, value stream delivery, and outcome-based planning.
• Strong grasp of financial modeling, funding governance, and technology value realization.
• Proficiency in tools such as Jira, Jira Align, ServiceNow, Apptio, Confluence, and Power BI.
• Excellent communication and executive-level influencing skills.
• Seniority Level
• Director
• Industry
• Financial Services
• Employment Type
• Full-time
• Job Functions
• Project Management
• Information Technology
• Skills
• Software Development Life Cycle (SDLC)
• Strategic Roadmaps
• Project Governance
• Project Management
• Project Planning
• Resource Allocation
• Project Finance
• Agile Methodologies