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Transformation Portfolio Manager - Data Management - Executive Director

SMBC Group
New York, NY Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/7/2025

The anticipated salary range for this role is between $205,000.00 and $275,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

The Executive Director, Transformation Portfolio Manager (Data Management) partners with the divisional business manager and serves as portfolio oversight and governance lead to deliver an ambitious transformation agenda. Our primary focus is on ensuring a consistent operating model that is resilient, robust, and adaptive to local and global needs, ensuring that SMBC Americas, Combined U.S. Operations (CUSO), and Bank Holding Company (BHC) models have the flexibility to respond on a timely basis to regulatory, market, infrastructure, and client change.​ The Transformation Portfolio Manager (Data Management) will oversee and direct project / program selection, demand management, portfolio planning, portfolio governance, portfolio execution, and benefits realization of projects and programs of varying sizes and complexity. Additionally, the Transformation Portfolio Manager (Data Management) will partner with key stakeholders across the bank to ensure effective alignment of related portfolios, programs, and projects. The successful Transformation Portfolio Manager has a proven record of being an integral partner to senior management teams, possesses business / functional planning experience in a financial services context, and has considerable experience with bank operations.

Role Objectives : Delivery

  • Planning the portfolio roadmap and ensuring successful project and program outcomes
  • Partnering with Business Managers, other Transformation Portfolio Managers, and additional key stakeholders across the bank to create and manage project plans and dependencies
  • Understanding business and data management themes to ensure that portfolio projects deliver critical business requirements
  • Managing interdependencies between large-scale multi-functional transformation efforts
  • Daily managing and providing oversight throughout the lifecycle of the Data Management portfolio
  • Leading annual planning of transformation priorities to select projects and optimize the portfolio
  • Working with senior stakeholders to drive cross-functional alignment on business priorities across 1st, 2nd, 3rd line
  • Facilitating portfolio optimization and demand management to meet changing requirements and business priorities
  • Coordinating with essential delivery partners, incl. Information Technology, Cyber Security, Operations, Compliance, Risk Management, Front Office / Middle Office etc.
  • Adapting portfolio resource needs in partnership with delivery partners
  • Ensuring monitoring and reporting of key portfolio metrics to a variety of stakeholder groups
  • Identifying transformation priorities to define and present for approval business cases that align with strategic plans
  • Facilitating divisional governance to oversee portfolio scope, delivery priorities, budgets, and schedules
  • Instilling a strong culture of delivery discipline, standards, and best practices
  • Ensuring that portfolio-wide scope and risks are properly managed by delivery teams
  • As required, staffing and leading project and program teams in a matrix organization and managing personnel across projects
  • Driving adoption of project standards to ensure quality execution, effective project controls, and reliable internal and external reporting
  • Ensuring the transition of project’s deliverables, capabilities, and outcomes into ‘business-as-usual’ operations
  • Monitoring of and reporting on portfolio benefits delivery

Qualifications and Skills

  • Previous or current responsibility for Project Portfolio Management (PPM) in a central Program Management Office (PMO) or in a Transformation Leadership capacity in Financial Services, or applicable Management Consulting experience
  • Deep knowledge of Data Governance, Data Architecture, Data Management, Data Security, and Information Technology Operations in Financial Services
  • Skilled at handling and optimizing complex project portfolios
  • Hands-on experience with project, program, and portfolio management methodologies and techniques
  • Ability to work with senior management stakeholders to define the wider objectives of projects and portfolios
  • Excellent ability to negotiate internally, often at a senior level
  • Strong leadership, management, and communications skills with proven ability to influence at all levels of the bank and across divisions
  • Ability to find innovative ways to solve problems
  • 10 years experience in Financial Services, with significant experience managing transformations
  • Degree in Information Management, Business Management, Information Technology, Finance, or related discipline required
  • Salary : $205,000 - $275,000

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