Portfolio Manager, Enterprise Transformation

Job Summary

Ameri Life is seeking a Portfolio Manager, Enterprise Transformation, to serve as the lead portfolio manager for critical enterprise initiatives, especially in the areas of transformation and operational scale. The Portfolio Manager is accountable for the success achievement of the program's goals. This role works with various project managers to ensure all projects within the program are aligned to strategic objectives and deliver on time, within scope and within budget.

The ideal candidate is a veteran project manager with expertise in managing multiple projects concurrently, especially on an enterprise level. They should have a strategic mindset, strong leadership skills, and an exceptional ability to manage and inspire teams toward delivering results.

• Delivery Excellence:
  Ensures predictable execution, accountability, and quality.
• Problem Solving:
  Breaks down complexity and navigates ambiguity.
• Outcomes‑Centric Mindset:
  Focuses on delivering value and a seamless onboarding experience.
• Collaboration:
  
  Works effectively across technology, operations, and business teams.
• Adaptability and Flexibility:
  Able to pivot quickly between shifting priorities, project types, and organizational needs; leads teams through change and ambiguity.

• Manage cross‑functional teams, vendors, budgets, timelines, and executive stakeholder expectations.
• Create sophisticated project plans that enable predictable delivery.
• Establish program scope, objectives, and key results for both internal and external technical and business groups on a project‑by‑project level.
• Apply the appropriate delivery methodology (Waterfall, Agile, or Hybrid) based on project needs and ensure individual project plans are comprehensive and cohesive.
• Maintain forward‑looking project documentation, including RAID logs and resource forecasts.
• Develop and manage a detailed program roadmap and plan; drive execution and track progress.
• Ensure all changes follow established governance, change management, and release processes.
• Report program status and escalate issues to leaders as needed.
• Establish and maintain relationships with stakeholders to effectively communicate program progress, issues, and risks.
• Demonstrate and nurture accountability, transparency, and delivery excellence.
• Mentor and coach project managers.

• 5 years of project management experience delivering technology, operations, or product‑related initiatives.
• Proven success leading onboarding, implementation, or operational readiness projects in Waterfall, Scaled Agile, and Hybrid Methodologies.
• Comfortable with leading without authority and proven ability to motivate a team, ensuring projects stay on track and meet objectives.
• Strong negotiation and mediation skills; ability to navigate conflicts; proven ability to manage supplier, team, and stakeholder conflicts.
• Experience with Waterfall, Iterative, Scaled Agile, and Hybrid methodologies.
• Proven ability to manage multiple priorities and complete assignments even in a rapidly changing environment.
• Excellent analytical and problem‑solving skills with the ability to identify and manage cross‑workstream risks and dependencies.
• Experience developing comprehensive project plans.
• Proficiency with project management tools (e.g., Smartsheet, Microsoft Project, Jira, Confluence) and Microsoft PowerPoint.

• 7+ years of experience managing complex projects, with at least 3 years proven experience as a program manager.
• Experience in insurance, financial services, fintech, or other highly regulated industries.
• PMP, CAPM, CSM, or equivalent certification.
• Agile certifications a plus (e.g., ACP, CSM, PSM, SAFe, etc.).
• Experience managing projects involving cross‑platform integrations with external vendors, SAAS applications and/or 3rd parties.
• Excellent analytical and problem‑solving skills, with the ability to discern and manage risks and dependencies across projects.
• Exceptional ability to convey information that is audience‑appropriate across all levels of the organization, including stakeholders.
• Proven ability to lead distinct project teams to collaborate on the overarching…