AVP, Portfolio Management

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees.  Part time positions start at a minimum of 30 hours per week.

We encourage you to become a part of VyStar Credit Union's family of employees.

AVP, Portfolio Management

ACCOUNTABILITY STATEMENT

The Portfolio Manager is responsible for managing a collection of large-scale projects or programs as a portfolio to achieve strategic business objectives for specific segments of the credit union’s operations and the larger Member Experience. This includes overseeing the development and successful delivery of technology-based products, services, and strategies to address specific business needs.
The Portfolio Manager establishes the processes and structures to ensure projects or programs are planned, executed and managed effectively to achieve their intended goals and objectives. This includes portfolio governance practices to optimize project or program investments and to maintain alignment with business strategy.
The Portfolio Manager creates engaging and informative updates on progress made toward achieving the portfolio objectives. They use storytelling techniques to make the updates more meaningful and relatable to the audience. This includes aggregating project and program data to provide a holistic view of the health and performance of the portfolio.
The Portfolio Manager provides direct supervision to Project Managers and Business Analysts as assigned. Direct supervision refers to the process of overseeing and managing the work in a hands-on, involved way. This involves providing guidance, support, and direction to employees, monitoring their progress and performance, and ensuring that they have the necessary resources and support to complete their projects or programs successfully.
The Portfolio Manager assists the Vice President, Enterprise Project Management with the establishment and continuous improvement of the standards for program management and project management including – performance domains, lifecycles, and principles, practices, and activities.
The incumbent must be capable of handling a variety of detail-oriented tasks concurrently and must demonstrate poise and the ability to work with and/or serve a wide variety of individuals and personalities at all times. They must be able to work cross-functionally to lead team members, business partners, stakeholders, and vendor partners to resolve a variety of challenges to deliver business technology solutions. The incumbent must have excellent communication skills (both verbal and written) and strong people skills to build and maintain business relationships. They must be results-oriented and have a strong focus on delivering successful outcomes for the organization. The incumbent must possess a technical understanding to contribute effectively to this role including – a deep understanding of technical systems, software development, and software applications.

ESSENTIAL FUNCTIONS

• Support the establishment of the portfolio management process for specific segments of the credit union’s operations and the larger Member Experience including operating models for work intake through multiple channels.
• Create dynamic plans to prioritize and fund what matters most. Develop methods to estimate work and produce feature forecasts. Leverage roadmaps to guide investments, communicate plans, and plan for team capacity.
• Reveal dependencies and gain line of sight into strategic progress across the portfolio to enable timely decisions and course corrections.
• Monitor and measure portfolio performance against its objectives and identify areas for improvement.
• Support Senior Vice Presidents (SVPs) with business planning activities including the development and submission of business cases as needed.
• Establish and maintain strong working relationships with internal and external stakeholders.
• Define objectives by collaborating with respective business leaders and stakeholders. Ensure objectives are aligned with the overall strategy. 
• Develop artifacts in a timely and accurate manner. 
• Organize work into manageable activities that can be easily tracked and monitored.  Develop comprehensive activity schedules and establish milestones and timelines. 
• Manage program and/or project budgets as cost management matures and ensure that programs and/or projects are delivered within budget.
• Identify and manage issues and risks, and develop contingency plans as needed. 
• Adhere to program management and project management standards to ensure consistency and quality in delivery. 
• Conduct retrospectives to identify actionable items that can be implemented to improve performance.
• Create and maintain reporting to visualize the performance of the teams with the appropriate metrics. Develop and maintain portfolio milestone/delivery tracking boards and release timelines.
• Keep business partners and stakeholders informed of the team’s progress toward product launches and releases.
• Ensure organizational feedback loops and communication plans are established to support continuous improvement.
• Assist with assignments and allocations of people on the teams within the portfolio. 
• Support Enterprise Project Management and business leaders by creating content for presentations for board, executive, stakeholder, and business partner audiences.
• All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.

Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job:

• Focus - Focus your full attention by carefully listening to and observing client or member.
• Connect - Consistently be friendly and approachable.  Demonstrate your care.
• Understand - Listen empathetically and ask questions (70%/30% rule).
• Counsel - Recommend solutions based on your member’s needs and objectives.
• Advance - Ensure that member’s expectations were exceeded.
• Verify necessary follow-up actions.

JOB QUALIFICATIONS

EDUCATION

Bachelor's degree in Technology, Project Management, or a related field

EXPERIENCE

• 10+ years of experience in role with hands-on progressive experience in the planning, execution, and delivery of complex projects or programs.
• 5+ years of experience in Information Technology and in role that understands software development and quality assurance and can navigate technical problems and complexities.
• 2+ years of experience in role with practical experience in an agile or iterative delivery environment.
• 1+ years of experience in financial services and in role that understands how the business operates and can translate into delivering and/or driving business outcomes.

KNOWLEDGE, SKILLS, & ABILITIES

• Strong proficiency in Microsoft Suite (Word, Excel, PowerPoint)
• Work Management Tools (JIRA, Azure DevOps, Microsoft Project) preferred
• Roadmap Tools (Aha, Roadmunk) preferred
• Process Mapping Tools (Visio, Miro)
• Collaboration Tools (Confluence, Miro, Mural)

CERTIFICATIONS

• Project Management Professional (PMP) – preferable, not required
• Agile – preferable, not required

VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.

No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.

Thank you for your inquiry regarding our current job opening.  Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.

Thank you again for your interest in this position!

VyStar Credit Union Human Resources