Portfolio Manager – Client Experience, Insights

• Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
• Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
• Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
• Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
• Manages strategies and controls to address policy, technology, environmental, and operational gaps
• Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience
• Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement

• 2 + years of experience within Operations and/or related work experience
• Demonstrated experience leading complex cross-functional projects or strategic initiatives.
• Strong analytical skills with the ability to interpret complex business data and translate it into insights.
• Proven ability to influence stakeholders and drive alignment across diverse teams.
• Exceptional written and verbal communication skills with experience presenting to senior leadership
• Highly proficient in executive-level presentations, narratives, and strategic communications

Demonstrates expertise in managing operational performance and driving strategic initiatives through effective communication and stakeholder engagement. Proficient in analyzing complex business data to inform decision-making and enhance both associate and client experiences.

• Operations Management
• Cross-Functional Project Leadership
• Analytical Skills
• Stakeholder Influence
• Executive-Level Communication

• Written Communication
• Verbal Communication
• Influencing Skills

• Business Performance Metrics
• Change Initiatives
• Process Monitoring
• Policy Management
• Technology Improvements