Senior Director, Portfolio Management

Purpose:

This addendum outlines essential, role‑specific responsibilities and expectations for a specialized position within a designated Job Family. It serves to supplement the Core job description and may be used for employment advertising, professional development and performance management purposes.

Please refer to the Core Job Description document for core essential functions, education and experience requirements, scope, work environment and qualification details.

The EPMO Senior Director, Portfolio Manager is senior leadership role responsible for providing portfolio‑level oversight across large‑scale enterprise and technology efforts, merger integration, and enterprise transformation initiatives. This role manages a complex portfolio of high‑visibility initiatives with significant capital spend, cross‑functional dependencies, executive sponsorship, regulatory considerations, and enterprise business impact.

The role will partner closely with leaders across Technology, Business, Finance, Risk, Compliance, Legal, Operations, vendors, integration SMEs, and EPMO leadership to ensure technology portfolio execution is aligned to enterprise strategy, capital investment priorities, business readiness, operational impact, member experience, regulatory expectations, and merger milestones.

This role is accountable for strengthening portfolio management discipline, including capital spend prioritization, investment governance, portfolio health oversight, resource/capacity alignment, dependency management, financial transparency, executive reporting, and escalation of key risks and decisions. The role will help the organization mature from project‑level execution to true portfolio management, ensuring work is evaluated, sequenced, funded, and governed based on strategic value, risk, capacity, capital impact, and business outcomes.

• Establish and maintain portfolio governance routines, including portfolio reviews, capital spend reviews, investment health reviews, prioritization forums, dependency reviews, risk reviews, executive reporting, and escalation routines.
• Provide portfolio‑level oversight of initiative health, including scope, schedule, budget, risks, issues, dependencies, decisions, resource constraints, readiness indicators, and expected business outcomes.
• Provide executive‑level reporting on portfolio health, capital spend, delivery progress, investment risks, dependency status, critical decisions, and escalation items.
• Manage a large, complex portfolios with significant capital spend, executive visibility, cross‑functional dependencies, regulatory considerations, vendor involvement, and enterprise business impact.
• Identify cross‑functional dependency risks, sequencing gaps, decision delays, ownership issues, funding constraints, vendor challenges, and resource conflicts that may impact portfolio execution.
• Build and maintain trusted executive‑level relationships with Technology, Business, Finance, Risk, Compliance, Legal, Operations, and other senior stakeholders to align portfolio execution with enterprise priorities.
• Partner with executive sponsors and senior leaders to support capital spend prioritization, investment tradeoff decisions, funding alignment, sequencing, and prioritization of technology initiatives.
• Partner with Finance and Accounting to monitor and support capital planning and investment governance by evaluating portfolio priorities, funding needs, resource constraints, technology dependencies, risk exposure, regulatory needs, member impact, and business value.
• Lead and develop a team of project management professionals, including performance management, coaching, resource planning, workload management, delivery quality, and adherence to EPMO standards.
• Establish clear expectations for project management professionals related to delivery discipline, status reporting, RAID management, financial tracking, dependency management, stakeholder engagement, governance compliance, and executive communication.
• Partner with EPMO Operations to mature portfolio management standards, technology portfolio reporting routines,…