Director, Individual Portfolio Management

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you.

Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

As the Director, Individual Portfolio Management, you will play a pivotal leadership role in shaping and delivering the Individual Insurance project portfolio, ensuring priorities align with the division’s annual plan and strategic objectives. You will partner closely with senior leaders to establish, monitor, and adapt portfolio priorities that support sales, expense, and inforce retention goals, while leading a team of Project Managers and Business Analysts.

This highly strategic position combines portfolio governance, resource planning, program oversight, and people leadership, driving the successful delivery of key initiatives and business value across the organization.

Join one of the region’s top employers and be part of something that truly makes a difference.

This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

• Lead the planning, management, and execution of the Individual Insurance project portfolio, ensuring alignment with divisional objectives, business strategy, and approved annual plans
• Partner with senior leadership to establish, monitor, and evaluate objectives and key results (OKRs), recommending adjustments and corrective actions to support business goals
• Lead the annual portfolio planning process, quarterly replanning activities, and ongoing monthly portfolio reviews to assess performance, risks, dependencies, and resource requirements
• Chair the Individual Insurance Key Initiative Portfolio Steering Committee, providing regular reporting and insights on portfolio health, project delivery progress, and achievement of target business outcomes
• Oversee initiative intake, prioritization, and strategic alignment, ensuring projects support business objectives and deliver intended value
• Negotiate and coordinate resources across multiple business functions, including Product, Marketing, Finance, Administration, and IT, balancing portfolio priorities within budget and capacity constraints
• Provide leadership, coaching, and performance management to a team of Project Managers and Business Analysts while fostering a collaborative, high-performing culture focused on innovation and continuous improvement
• Own and evolve the project delivery framework and governance model, ensuring quality standards, delivery controls, and effective execution across agile, waterfall, and hybrid initiatives

• Degree in Business, Economics, or an equivalent discipline;
  Project Management Professional (PMP) designation and IIBA professional certification are considered assets
• Minimum 10 years of insurance or financial services…