Manager, Portfolio Planning

Wawanesa Insurance; Moncton; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading insurance firm in Moncton seeks a Manager of Portfolio Planning to oversee the project portfolio, ensure alignment with strategic goals, and lead a team of professionals. The ideal candidate has over 10 years of experience in program planning and strong financial management skills. This role focuses on fostering a collaborative environment and driving continuous improvement in portfolio management practices.

Benefits

Commitment to Diversity, Equity, Inclusion & Belonging

Recognition as an exceptional workplace

Qualifications

• 10+ years in program planning and delivery, with 5+ years in leadership.
• Experience in financial and budget management.
• Exceptional planning and organizational skills.

Responsibilities

• Support the Director of the EPMO in managing the project portfolio.
• Lead and coach a team to ensure a positive work environment.
• Manage daily execution portfolio with a focus on risk management.

Skills

Program planning

Leadership in PMO

Financial management

Communication skills

Change management

Education

Post-secondary degree in Business

PMO, PgMP or similar certification

Tools

Tableau

Power BI

SQL

Python

Job description

Job Overview

The Manager of Portfolio Planning reports to 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 portfolio planning, prioritization activities, resource allocation planning, and develops reports for stakeholders and governance forums.

Job Responsibilities

• Support the Director of the EPMO in facilitating, coordinating, and managing the company’s project portfolio to ensure alignment with strategic goals and priorities.
• Lead and coach a team of professionals to foster a respectful, challenging, and rewarding work environment, enabling employees to reach their full potential and contribute to organizational goals.
• Manage the strategic execution portfolio daily, focusing on prioritization, interdependencies, resource allocation, and risk management to balance objectives, capacity, costs, risks, and benefits.
• Implement and maintain effective EPMO planning processes, workflows, and best practices, including the use of EPMO software.
• Facilitate stakeholder meetings and workshops to promote knowledge sharing, best practices, and continuous improvement.
• Drive ongoing improvements within the EPMO to enhance portfolio management practices, processes, and methodologies.
• Ensure successful delivery of enterprise strategies by applying business architecture and change management approaches throughout portfolio planning and delivery.
• Utilize advanced BI tools (e.g., Tableau, Power BI), data analysis software (e.g., SQL, Python), and Excel proficiently.
• Track and manage budgets at the portfolio level.
• Identify, escalate, and mitigate risks related to portfolio management.
• Build strong relationships with business partners to gain strategic insights, explore solutions, and resolve issues collaboratively.
• Model mutual values, fostering a collaborative, member-centric, and continuous improvement culture aligned with organizational purpose.
• Perform other duties as assigned.

Qualifications

• 10+ years of experience in program planning and delivery, including 5+ years in a leadership role within a PMO.
• Experience in financial and budget management with strong attention to detail.
• Post-secondary degree in Business or a related field.
• PMO, PgMP, or similar project management certification is required.
• Chartered Insurance Professional or Fellow Chartered Insurance Professional is an asset.
• Deep understanding of strategic planning, project management, and change management methodologies.
• Excellent communication skills with the ability to manage executive stakeholders and facilitate data-driven decisions.
• Solid experience in business case creation, tracking, and financial analysis.
• Exceptional planning and organizational skills to manage multiple priorities in a fast-paced environment.
• Strong decision-making skills with the ability to quickly identify relevant information.
• Proficiency with project and portfolio management software and tools.
• Certified Change Management Professional (CCMP) accreditation is an asset.
• Business architecture certification or experience is an asset.

Wawanesa is proud to be recognized as an exceptional place to work in Canada!

Diversity, Equity, Inclusion & Belonging

At Wawanesa, we are committed to Diversity, Equity, Inclusion, and Belonging (DEIB). We believe our strength lies in our diverse 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 contributing to diversity of thought and ideas.

We aim to make our recruitment process accessible to all candidates. If you require accommodations during any recruitment stage, please contact us confidentially.

All Wawanesa job applicants are subject to our recruitment policy.