Portfolio Manager

Hybrid – Charlotte, NC | Hartford, CT | Short Hills, NJ

Optomi, in partnership with a leading Property & Casualty Insurance organization, is seeking a Lean Portfolio Manager / Enterprise Transformation Coach! This is an exciting opportunity to join a growing Lean Portfolio Management Office focused on maturing enterprise portfolio governance, strategic planning, and organizational transformation. The ideal candidate will bring a blend of portfolio management, executive coaching, Agile transformation, and change management experience while partnering with senior leaders to improve how strategic initiatives are prioritized, governed, and executed across the enterprise.

• Helping shape and mature a Lean Portfolio Management Office supporting enterprise-wide strategic initiatives.
• Partnering directly with executive leadership to improve governance, prioritization, portfolio planning, and organizational alignment.
• Coaching portfolio leaders and stakeholders on new ways of working while driving meaningful organizational change.
• Building repeatable governance frameworks and operating models that will influence multiple business portfolios across the organization.
• Working in a collaborative, transformation-focused environment where you'll have the opportunity to make a lasting impact.

• Background in Agile Coaching, Release Train Engineering (RTE), Enterprise Transformation, or Program/Portfolio Leadership.
• Experience facilitating executive governance meetings, quarterly planning sessions, steering committees, or portfolio reviews.
• Strong change management and executive stakeholder engagement experience with the ability to influence without direct authority.
• Experience supporting portfolio prioritization, intake processes, governance frameworks, and strategic planning.
• Knowledge of Agile forecasting, capacity planning, OKRs, value stream funding, or portfolio financial planning.
• Experience with Jira, Azure Dev Ops, Rally, or similar Agile portfolio management tools (Target process is a plus).
• Strong presentation, facilitation, and communication skills with experience creating executive-level materials and leading cross-functional discussions.

• Coach portfolio leaders and executive stakeholders on Lean Portfolio Management principles and governance best practices.
• Facilitate portfolio planning, quarterly planning, governance forums, and executive steering committee meetings.
• Support the implementation and continuous improvement of portfolio governance processes and operating models.
• Partner with business and technology leaders to improve strategic prioritization, organizational alignment, and execution.
• Drive organizational change by helping leaders adopt new governance practices and portfolio management standards.
• Develop executive communications, presentations, and governance materials to support transformation initiatives.
• Promote consistent Lean Portfolio Management practices while helping mature portfolio operations across the enterprise.