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Portfolio Management - Financial Services

Job in Plano, Collin County, Texas, 75086, USA
Listing for: PTR Global
Full Time position
Listed on 2026-09-13
Job specializations:
  • IT/Tech
    IT Business Analyst, IT Consultant, IT Project Manager
Salary/Wage Range or Industry Benchmark: 180000 - 260000 USD Yearly USD 180000.00 260000.00 YEAR
Job Description & How to Apply Below

Hybrid onsite in Plano, TX Monday to Thursday.

Job Description:

Client is looking for:

Application Portfolio Management (APM) – Practice Lead will play a pivotal role in supporting the client Chief Product Officer (CPO) organization with responsibility to design the Application inventory management routines for client's organization and implement the same using a System of Record.

  • Candidates will be managing the existing application Portfolio with focus around quality, completeness and Integrity of application meta data.
  • This multifaceted role combines cross-organization interactions, business strategy assistance and planning, Application Asset inventory management and Application governance.
Candidates will be doing:

Application Portfolio Management (APM): Design and Implement application inventory management routines, application to capability mapping with EA, application criticality classification and rating, and application health assessment/rating.

  • Define a data dictionary for application asserts and effectively leverage the various existing SORS as a reference and create a unified view of the application portfolio
  • Collaborate with Solution Architects/Principal Engineers for process designing.
  • Ensure periodic Certifications by Application Owners for Data accuracy.
  • Ensure data integrity between upstream and down streams systems with respect to Application meta data.
  • Conduct in-depth analyses of portfolio performance, identifying areas for improvement and potential investment opportunities.
Governance and Compliance:

Responsible for portfolio oversight and governance/controls, and manage risk, audit and regulatory requirements, communication and deliverables associated APM and portfolio governance.

  • Identify and assess APM compliance risks including outdated technology, lack of proper controls, or dependence on non-compliant vendors.
  • Recommend and implement solutions involving retiring risky applications, implementing compliance controls, or selecting compliant vendors.
  • Analytics and Insights about portfolio
  • Track the portfolio's compliance status and report it to relevant stakeholders, including compliance officers and senior management.
  • Support Application Life cycle management governance routines.
Enhanced Stakeholder

Collaboration:

Develop strong partnerships with key stakeholders, including product managers, business leaders, and external partners, to ensure alignment of technology and business strategies.

  • Work in cross-functional teams in strategic initiatives, fostering collaboration and driving consensus across diverse groups.
  • Communicate effectively with all levels of the organization to advocate for the strategic value of technology investments.
Requirements:
Qualifications/ What candidates bring (Must Haves):

Bachelor's degree in business or IT, or equivalent education and related training.

  • 10+ years of leadership, enterprise technology and operation experience.
  • Strong experience with IT strategy, portfolio management, Application Asset management and application lifecycle management.
  • Ability to build Productivity tools - Vibe coding, Build Power Apps, AWS Kiro or similar tools.
  • Expertise in strategic planning and view of enterprise initiative.
  • Change management and organizational transformation experience.
  • Program management and initiative planning and execution experience.
  • Exceptional communication, presentation and interpersonal skills, capable of working effectively with executives.
  • Knowledge of current and emerging IT trends, technologies, and best practices in portfolio and application management.
Added bonus if candidates have (Preferred):

Preferred experience in top-tier relevant banking industry or large financial institution experience.

  • Understanding of key Banking solutions and applications.
  • Mod…
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