Director, Individual Portfolio Management

Equitable Life of Canada; Waterloo; Hybrid; CAD 80,000 - 130,000; Full time

Job summary

Ein etabliertes Unternehmen in der Finanzdienstleistungsbranche sucht einen erfahrenen Direktor für das individuelle Portfolio-Management. Diese spannende Rolle erfordert eine starke Führungspersönlichkeit, die die Planung und Lieferung von Projekten leitet und sicherstellt, dass die Prioritäten des Portfolios mit den strategischen Zielen übereinstimmen. Sie werden ein Team von Projektmanagern und Business-Analysten führen und eng mit verschiedenen Abteilungen zusammenarbeiten, um optimale Ergebnisse zu erzielen. Wenn Sie eine Leidenschaft für Projektmanagement und eine nachgewiesene Erfolgsbilanz in der Versicherungsbranche haben, könnte dies die perfekte Gelegenheit für Sie sein.

Benefits

Jährliches Bonusprogramm

Betriebliche Altersversorgung mit Arbeitgeberbeiträgen

Zusätzlicher bezahlter Freiwilligentag

Unterstützung bei der Weiterbildung

Mitarbeiterrabatte

Onsite-Cafeteria

Mitarbeiterressourcengruppen

Regelmäßige Teamevents

Qualifications

• Mindestens 15 Jahre Erfahrung im Versicherungs- oder Finanzdienstleistungsbereich.
• Erfahrung in der Leitung von Projektmanagement- und Business-Analyst-Teams.

Responsibilities

• Leitung der Planung und Lieferung von Einzelversicherungsprojekten.
• Verwaltung der Ressourcenzuteilung während des jährlichen Zyklus.

Skills

Projektmanagement

Programmmanagement

Portfolio Management

Verhandlungsführung

Kommunikationsfähigkeiten

Organisationsfähigkeiten

Education

Abschluss in Betriebswirtschaft oder Wirtschaft

Projektmanagement-Zertifizierung

Tools

Excel

PowerPoint

Access

Job description

Tuesday, April 22, 2025

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Position Title: Director, Individual Portfolio Management
Reports To: AVP, Individual Portfolio and Operational Enablement
Department: Individual Project Management
Term: Permanent Full Time
Band: 4H

Work Arrangements: 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.


The Opportunity: We are looking for a Director of Individual Portfolio Management Office (PMO) who is accountable for leading the planning and delivery of Individual Insurance projects within the portfolio, aligning priorities to the approved division strategic financial plan. This leadership role will ensure our project priorities support delivery enables the achievement of our sales, expense and growth plan for the division. This role will provide leadership to a team of Project Managers and Business Analysts.

Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!

What you will be doing:

Portfolio Planning and Delivery:

• Participate in the development of the annual portfolio plan
• Support quarterly replanning of portfolio delivery and coordinate review of portfolio outcomes
• Lead the delivery of the Individual business unit portfolio of projects
• Manage delivery of project outcomes in support of business objectives and key results for the division.
• Negotiate with functional areas including product, marketing, finance, administration and IT among others to plan for appropriate resource levels, within budget to meet business goals and objectives
• Lead prioritization discussion on a regular basis to create alignment across all delivery teams and workstreams

Management of resource allocation during annual cycle:

• Lead business project management and Business Analyst teams in support of skills/practice development and alignment of accountability within teams and across the organization.
• New initiative intake, alignment with the appropriate strategic theme and prioritization
• Co-ordinate the re-allocation of resources as necessary to ensure business activities continue to align to plan
• Assess business performance against objectives and key results, and co-ordinate re-prioritization of activities to address business needs relative to strategy
• Highlight any possible implications to objectives and key results, and business targets resulting from changes in project portfolio
• Identify and escalate activity or allocation of resource which is not aligned with plan or strategy
• Regular cadence and review of OKRs
• Re-visit priorities, objectives, and key results quarterly with individual portfolio delivery teams to validate plans or adjust as necessary as PMO Leader
• Direct and communicate any pivots required as delivery changes throughout the year.

Program Management:

• Support and enhance the portfolio management framework to manage project portfolio
• Assign project type (agile, waterfall, or hybrid) for prioritized initiatives
• Provide Project Management to large, complex projects where required.

What you will bring:

• Require degree in business, economics or equivalent. Project Management Professional designation is an asset.
• Minimum 15 years insurance or financial services experience, including senior project management, program management and portfolio management experience
• Strong understanding on both business and technology program delivery, interactions and planning
• Change agent, with a strong ability to negotiate, to manage and influence resource conflicts and negotiate to optimal outcomes in a finite resource environment.
• Exceptionally strong communication and interpersonal skills – an ability to move seamlessly between different levels withing the organization, working and supporting executive level conversations including strategic and financial planning, as well as working closely with teams and squads to facilitate sprint delivery and success.
• Proven project management and project planning experience with an ability to work in both agile and waterfall delivery models, and co-ordinate resources across models
• Strong organizational skills and requires technical competence in Excel, PowerPoint and Access – along with a willingness to learn new tools
• Strategic growth mindset with understanding of key competitive levers and desired differentiators relative to competitors
• Strong ‘indirect’ leadership with an ability to attract talent, as well as coach and mentor employees across the organization, regardless of role, in both their professional and leadership development.
  
  
  

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [e-mail] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

Offering a diversified lineup of competitive products to help you achieve your financial goals. Products include: Individual Life and Health Insurance, Savings and Retirement, Group Benefits, Investment Management.