Director, Enterprise PMO – Digital & Data
Core
Enterprise leader leading a portfolio of Digital and Data initiatives across Wealth Management, Retirement, and Employee Benefits business lines, ensuring alignment between enterprise strategy, investment, and execution.
Role type
Senior IC Director, Enterprise Program Management Office
Builds
B2C Digital Transformation, AI Innovation Office product pipeline, and AI platform capabilities for Digital & Wealth Management Technology
Domain
Financial Services (Wealth Management, Retirement, Employee Benefits) + Digital Transformation & AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio management, Program management, Enterprise strategy alignment, Risk management, Stakeholder engagement, Financial stewardship, Change management, Data literacy, AI governance literacy, Cross-functional collaboration
Preferred skills
Top-tier consulting firm experience, Agile/iterative delivery methodologies, Coaching and mentoring program managers
Technologies
Planview, Azure DevOps, Power BI, Sharepoint
Responsibilities
Develop and maintain a current portfolio view of all Digital & Data Initiatives including active AI initiatives; Support Digital and Data Product leads in developing integrated portfolio roadmaps; Proactively manage portfolio-level risks, issues, assumptions, dependencies, and financials; Facilitate portfolio prioritization using agreed criteria; Partner with legal, risk and compliance stakeholders; Direct the coordination and management of program and project manager resources; Manage change initiatives and stakeholder engagement; Oversee Program status reporting and produce executive-ready materials; Coordinate portfolio-level business case governance; Partner with Finance to manage annual planning and quarterly re-forecasts; Track forecast accuracy and investment health.
Seniority
Director, enterprise-level leadership
