Manager, Portfolio Planning

Wawanesa Insurance; Lethbridge; Hybrid; CAD 90,000 - 110,000; Full time

Job summary

A leading insurance company in Alberta is seeking a Manager of Portfolio Planning. This role involves portfolio management and prioritization, resource allocation, and stakeholder reporting. The ideal candidate will have over 10 years of experience in program planning and strong leadership abilities. This position offers an opportunity to shape the company’s project strategy while fostering a collaborative work environment.

Qualifications

• 10+ years experience in program planning and delivery.
• 5+ years in a leadership role within a PMO.
• Exceptional understanding of strategic planning methods.

Responsibilities

• Support the Director of the EPMO with project portfolio management.
• Lead and coach a team of professionals.
• Implement and maintain effective EPMO planning processes.

Skills

Program planning and delivery

Financial management

Project management methodologies

Communication skills

Organizational skills

Budget management

Stakeholder management

Education

Post-secondary degree in Business or related field

PMO, PgMP or similar certification

Tools

Tableau

Power BI

SQL

Python

Excel

Job description

Overview

Job Overview

The Manager of Portfolio Planning reports into the Enterprise Portfolio Management Office (EPMO) and is responsible for supporting the planning and management of the organization’s portfolio of projects and programs. Acting as a strategic partner with a future-oriented view, this role leads the portfolio planning and prioritization activities, resource allocation planning, and developing reporting to stakeholders and governance forums.

Responsibilities

• Support the Director of the EPMO with the facilitation, coordination and management of the company’s project portfolio, ensuring alignment with the company's strategic goals, priorities and aspirations.
• Lead and coach a team of professionals to ensure the work environment is respectful, challenging and rewarding, and employees maximize their full potential while contributing to the achievement of the organizational goals and objectives.
• Support with the day-to-day management of the strategic execution portfolio to drive successful delivery, including prioritization, management of interdependencies, resource allocation and risk management, ensuring a balance between objectives, capacity constraints, cost drivers, portfolio risks and benefits realization.
• Implement and maintain effective EPMO planning processes, workflows and best practices, including the application and utilization of the EPMO software.
• Facilitate stakeholder meetings and / or workshops focused on EPMO knowledge sharing, best practices and continuous learning and improvement.
• Drive continuous improvement within the EPMO to enhance portfolio management practices, processes and methodologies.
• Ensure the successful delivery of our enterprise strategy by leveraging business architecture and change management approaches throughout the portfolio planning and delivery processes.
• Advanced proficiency in BI tools (e.g., Tableau, Power BI), data analysis software (e.g., SQL, Python), and Excel.
• Track and manage budgets at the portfolio level.
• Identify, escalate and help mitigate risks associated with the overall portfolio management.
• Develop strong relationships with business partners to gain cross-functional strategic perspectives, explore solutions and collaboratively resolve issues.
• Role model mutual values, cultivating a collaborative, member-centric and continuous improvement culture; ensuring that our purpose drives decision-making.
• Other duties as assigned.

Qualifications

• 10+ years of experience in program planning and delivery, with 5+ years in a leadership role within a PMO.
• Experience in financial management and budget management, including strong attention to detail.
• Post-secondary degree in Business or related field.
• PMO, PgMP or similar project management certification is required.
• Chartered Insurance Professional or Fellow Chartered Insurance Professional is an asset.
• Exceptional level of understanding of strategic planning methods, project management and change management methodologies.
• Excellent communication skills and ability to manage executive stakeholders and facilitate data-driven decision-making.
• Financially savvy individual with solid experience in business case creation and tracking.
• Advanced planning and organizational skills, with the ability to manage and prioritize multiple priorities and deliverables in a fast-paced environment.
• Strong decision-making skills with the ability to identify relevant information in a timely manner.
• Proficiency in project and portfolio management, methodology software and tools.
• CCMP accreditation is an asset.
• Business architecture certification and / or experience is an asset.

Wawanesa is proud to be one of , a in Canada and a in Canada recognizing an exceptional place to work!

Diversity, Equity, Inclusion & Belonging

At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas.

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to .

All Wawanesa job applicants are subject to Wawanesa's .