IT Portfolio Manager II

Language Fluency: English (Required)

Work Shift:

Job Grade:

Please review the following job description:

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals.
2. Provides delivery management with demand views that enable the ability to appropriately plan resource assignments and needs and understand demand versus capacity.
3. Interprets internal/external business challenges and recommends best practices.
4. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions.
5. Mentors less experienced teammates to build technical expertise.
6. May have people management responsibilities of a small team of portfolio managers.
7. May play lead role or technical consultant role in moderately complex projects or initiatives.

Strategic Leadership:

• Develop and execute technology strategies aligned with business goals, with a focus on payments, commercial lending, corporate investment banking, and wealth technologies
• Identify opportunities to improve operational efficiency and enhance business value through technology solutions

Technology Roadmap Development:

• Facilitate and lead the development of comprehensive technology roadmaps in collaboration with delivery teams and business stakeholders
• Ensure roadmaps are aligned with organizational priorities and corporate strategy, providing clear direction for technology initiatives and investments

Operating Model Development:

• Design and implement future-ready operating models that align with the organization’s strategic objectives and technology aspirations
• Assess current-state operating models and define target states to optimize processes, governance, and workforce effectiveness
• Drive change management efforts to support the adoption of new operating models across the organization

Technology Performance Management:

• Monitor, measure, and analyze technology performance metrics and KPIs to ensure alignment with business objectives

• Recommend and implement improvements to optimize performance and reduce costs
• Serve as a key subject matter expert (SME) on organizational effectiveness analysis, data collection, and reporting requirements for ET

Consulting Expertise:

• Leverage consulting experience to deliver strategic insights, manage stakeholder expectations, and drive consensus
• Facilitate workshops and presentations with internal teams to align on goals, setting a path to success for ET

Financial Services Expertise:

• Provide deep industry insights and domain expertise to guide decision-making and technology adoption
• Analyze market trends, benchmark competitors, and monitor regulatory developments to inform strategic planning and road-mapping

Project & Program Management:

• Lead cross-functional teams to deliver technology-driven projects within scope, budget, and timelines
• Develop and manage project roadmaps, resource allocation, and risk mitigation plans

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's and ten years of experience in IT or an equivalent combination of education and work related experience.
2. Meeting management, conflict management, and presentation skills.
3. Ability to plan effectively.
4. Ability to manage client expectations and relationship in a way that results in an effective team environment.
5. Deep specialized and/or broad functional knowledge of portfolio management.
6. Ability to translate business strategies and emerging external trends to organizational and operational tactics. Ability to solve unique and highly complex technical, operational, and organizational problems
7. Sophisticated analytical skills and the ability to solve complex technical and business problems.
8. Ability to influence others at senior levels to adopt a new perspective.

Preferred Qualifications:
1. Master's degree or MBA and twelve years of experience or an equivalent combination of education and work experience, including five years of management experience.
2. Banking or financial services experience.

3. Eight years of experience in consulting, strategy, or technology management roles within the financial services industry

4. Proven expertise in facilitating and developing technology roadmaps, operating models, and business-aligned strategies

5. Demonstrated success in team leadership, including managing, mentoring, and inspiring teams to achieve goals

6. Deep understanding of financial services operations, regulatory landscapes, and emerging technology trends

7. Strong analytical and problem-solving skills, with the ability to translate data into actionable insights

8. Proficiency in technology tools and methodologies

9. Proficiency in Microsoft Office Suite, with expertise in Microsoft PowerPoint 10. Knowledge of the appropriate application of data and analytics capabilities, such as visualization and data science tools

11. Executive-level communication, presentation, and stakeholder management skills

12. Negotiation, persuasion, and the ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy

13. Experience with agile methodologies, design thinking applications, and project management frameworks is a plus

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting
Constantly (More than 50% of the time)
Standing
Occasionally (Less than 25% of the time)
Walking
Occasionally (Less than 25% of the time)
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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