We are looking for an experienced Portfolio manager / Program Manager to lead and manage the governance and end-to-end delivery of commission transformation data modernization project.
The ideal candidate should have extensive experience in program governance, agile methodologies, and preferably come from a wealth management or financial services background.
Key Responsibilities :
- Program Governance & Delivery :
- Lead the governance of large-scale data modernization projects from initiation to delivery.
- Oversee end-to-end project execution, ensuring timely and successful delivery across all workstreams.
- Manage cross-functional teams, aligning efforts across development, data engineering, and business units to meet project goals.
- Ensure program governance processes are followed, monitoring key performance indicators, milestones, risks, and dependencies.
- Senior Management Reporting & Communication :
- Create and present comprehensive program updates, including progress reports, risks, challenges, and delivery timelines, to senior management.
- Develop insightful presentations that effectively communicate program status and strategic recommendations to senior leadership.
- Ensure transparency on project progress and support informed decision-making by senior stakeholders.
- Data Modernization & Integration :
- Drive the data modernization strategy, ensuring the successful integration of modernized data infrastructures with an exposure to integrating it with downstream applications.
- Collaborate with technical teams to ensure seamless and scalable data processing systems that align with business objectives.
- Stay ahead of industry trends and best practices in data modernization to deliver cutting-edge solutions.
- Agile Practices & Scrum Leadership :
- Facilitate Scrum ceremonies (e.g., Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives).
- Promote agile best practices and ensure Scrum framework adherence across teams.
- Continuously refine and optimize agile processes for better project outcomes and team efficiency.
- Risk Management & Issue Resolution :
- Identify potential risks and challenges early, proactively developing mitigation strategies to ensure project continuity.
- Resolve escalations and remove roadblocks that may impact delivery timelines or project quality.
- Maintain a strong focus on quality and deliverables, ensuring alignment with organizational goals and client expectations.
- Stakeholder Collaboration :
- Foster strong collaboration between project teams, stakeholders, and clients to ensure the success of data-driven initiatives.
- Act as the primary point of contact for all program-related matters, ensuring stakeholder alignment across various departments and teams.
- Process Improvement & Efficiency :
- Identify and implement process improvement opportunities within the program management framework to increase efficiency and drive results.
- Explore opportunities for automation, streamlining reporting, and improving overall program governance.
Required Skills & Experience :
- Minimum 10+ years of experience as a Scrum Master or Program Manager leading complex, large-scale projects.
- Strong experience in program governance and end-to-end delivery management.
- Extensive knowledge of project management tools and methodologies, including Scrum, Kanban, and Jira.
- Proven track record of leading data modernization projects, including managing the integration of data with front-end applications.
- Expertise in data governance, architecture, and building scalable data infrastructures.
- Preferably from a wealth management or financial services background, with an understanding of the unique challenges and business processes in the sector
- Familiarity with advisor commission structures and registration processes is a significant plus.
- Excellent communication skills, particularly in preparing and delivering presentations to senior management
- Ability to provide strategic updates on program status, risks, and challenges to leadership teams.
- Strong knowledge and practical experience in Scrum and agile methodologies, with the ability to coach teams and ensure adherence to best practices.
- Skilled in facilitating Scrum ceremonies and managing agile transformation projects.
Preferred Qualifications :
- Experience in wealth management or financial institutions.
- Knowledge of advisor commissions and registration processes.
- Familiarity with automation tools and process optimization for improving governance and delivery efficiency.
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