Manager, O&T Governance

Position summary:

The O&T Administration team is responsible for the governance of Operations & Technology (O&T) portfolio/project/product management, resource management, and financial management. The team oversees the Product Development Lifecycle (PDLC) and associated processes. Several tools are utilized to manage these efforts;
Clarity, Jira, Confluence, Miro, SharePoint Online, and Power Automate. Team members are super-users of many of these tools, as well as the owners of standards and processes related to their usage. The Manager, O&T Administration will be a key member of the team responsible for governance of a number of our O&T agile product teams, and helping to evangelize the use of the Clarity tool across the O&T organization;

including developing a roadmap to guide the organization toward optimal utilization of the tool, and maintaining and updating the processes and procedures to support the optimization of the tool and governance of O&T work. A critical component of this role will be to leverage your scrum master experience, in continuing our Agile Transformation, while working with our Scrum Masters as we revise/adopt new metrics and reporting packages.

The Manager will also be asked to help identify opportunities to simplify and automate processes as they relate to financial, resource and project/product management within O&T. In addition to hands-on Clarity analysis and reporting, the Manager will have responsibility for helping to create weekly Portfolio Status reporting, weekly metrics, and monthly and quarterly Portfolio Review materials. The ability to extract data from multiple sources, analyze, consolidate, and automate, is a key function of this role.

Documentation retention for Audit, Risk and Regulatory review is housed in numerous sites in SharePoint. SharePoint Online is our official document repository, and this position will be responsible for maintaining its structure, overseeing its documentation review, and managing the retention time and deletion of expired documents across all O&T Admin and O&T Project Sites. The candidate should be self-motivated, extremely well-organized, detail-oriented, collegial, and able to function under pressure and handle multiple tasks simultaneously.

• Certified Scrum Master with 5+ years of relevant experience
• 5+ years Jira and Confluence
• 5+ years managing technology projects and/or applications, preferably in a financial services organization
• Experience with Agile methodologies; understanding of governance processes
• 5+ years as an experienced Clarity (or similar project management tool) user, preferably in a financial services organization
• Demonstrated advanced proficiency in Power BI
• Demonstrated advanced proficiency in Power Automate
• 2+ years experience with SharePoint (preferably SharePoint Online)
• Excellent PowerPoint and Excel skills
• Process analysis and improvement
• Strong leadership skills: able to train and develop the O&T Administration team as well as influence and train all O&T teams on processes and tools
• Excellent communication skills, able to articulate and champion process changes
• Excellent teamwork, stakeholder and relationship management skills, ability to influence beyond direct area of responsibility
• Ability to work with staff at all levels of the organization
• Strong analytical, troubleshooting and problem-solving skills

• Project governance experience within a technology organization; understanding of risk and regulatory requirements for a financial services technology organization
• Ability to develop and deliver effective business presentations and reporting solutions, excellent written communication skills
• Knowledge of Scaled Agile Framework (SAFe) knowledge

• Enhance, Maintain and Support the Toolset
  - Understand the business and technical aspects of the Clarity tool in conjunction with Jira, and implement system enhancements and refined processes to best utilize and automate PM/Scrum, RM and delivery functions as well as automated reporting capabilities. Provide excellent customer service, maintenance and support for the tools and processes. Become a SME on the internal tools to support project delivery and provide robust reporting solutions.
  
  Create, and ensure periodic maintenance of, documented processes and procedures as well as system implementation and configuration guides. Streamline Process and Methodology
  - Streamline procedures for maximum efficiency, adoption and utilization across O&T while embracing the TCH Agile methodology (PDLC). Fine tune processes to ensure entry and exit criteria in support of PDLC defined stage-gates. Structure programs and projects to ensure compliance with defined governance and control standards/requirements through all phases of delivery validated with monthly reporting.
• Evangelize and Ensure Adoption
  - Evangelize use and functions of the tools across the organization. Ensure adoption and full utilization of the Clarity…