Portfolio Delivery Manager - Enterprise CRM & Global Banking AI

Position Summary

The Senior Technology Portfolio Lead is accountable for end‑to‑end portfolio leadership across Enterprise CRM and Global Banking AI initiatives. This role serves as the primary technology engagement lead for senior business partners and is responsible for aligning business demand, technology strategy, execution, and Model Risk Management (MRM) across a complex, multi‑platform portfolio. The role operates at the intersection of business strategy, technology delivery, AI governance, and risk enablement, ensuring initiatives are well‑formed, compliant, and positioned for timely approval and scaled adoption.

Portfolio delivery lead for Enterprise Agent force that will be anchor and central point to drive the strategic roadmap building. This individual will front end the business conversations with stakeholders and work with technical leads on the team for execution. Individual will be leading the steering committee’s with Enterprise teams. This job is responsible for leading a team to maximize the value delivered through multiple programs and/or value streams within a small, less complex delivery portfolio.

Key responsibilities include managing and developing the team through coaching, mentoring and feedback, aligning strategy, and execution by applying Lean and systems thinking approaches to strategy, investment funding, portfolio operations, and governance. Job expectations include managing the portfolio, ensuring compliance to standards, and driving continuous improvement to operations and governance.

• Directs and leads a delivery team aligned to a portfolio and mentors Delivery Leads
• Manages and improves portfolio operations and governance processes, ensuring risks and roadblocks are escalated and resolved quickly
• Builds relationships with business and technology executives across multiple organizations, as well as Compliance and Risk
• Partners with the key stakeholders and leaders to define the vision and creating the portfolio roadmap aligned to strategic goals
• Provides status updates and reporting for the portfolio to stakeholders and leadership pertaining to the desired outcomes, delivery, risks, issues, and schedule
• Manages overall portfolio financials, Profit and Loss (P&L), and performance
• Ensures adherence with Enterprise Change Management standards
• Serves as the primary technology liaison for senior Global Banking stakeholders, translating business strategy into a cohesive CRM and AI technology roadmap.
• Maintains an integrated portfolio view across Enterprise CRM and Global Banking AI, driving prioritization, sequencing, and cross‑initiative alignment.
• Leads portfolio‑level Model Risk Management (MRM) coordination, ensuring consistent standards, documentation, and early integration of governance requirements.
• Standardizes and streamlines MRM and AI governance artifacts and processes to accelerate approvals and reduce rework.
• Partners with CRM, data, and AI leaders to deliver scalable, compliant solutions and ensure AI capabilities align with enterprise needs and governance pathways.

• 12+ years of experience in technology leadership roles spanning portfolio management, enterprise delivery, or business‑aligned technology strategy.
• Demonstrated success partnering with senior business and risk stakeholders in large, complex organizations.
• Experience leading or coordinating multi‑initiative AI, data, or CRM portfolios within regulated environments.
• Strong understanding of enterprise governance, risk management, and dependency management.
• Exceptional communication, influence, and executive‑level stakeholder management skills.

• Financial services and/or Global Banking technology experience.
• Experience with Enterprise CRM platforms and AI / GenAI enablement at scale.
• Hands‑on exposure to Model Risk Management or AI governance processes.
• Experience operating within large, matrixed technology organizations.

• Collaboration
• Influence
• Result Orientation
• Risk Management
• Stakeholder Management
• Analytical Thinking
• Business Acumen
• Data Management
• Financial Management
• Solution Delivery Process
• Agile Practices
• Architecture
• Dev Ops Practices
• Solution…