Financial Crime Portfolio Prioritisation Manager

Lloyds Banking Group; Birmingham; On-site; GBP 70,000 - 90,000; Full time

Job summary

Lloyds Banking Group is seeking a Portfolio & Priorityisation Manager to oversee the Consumer Financial Crime portfolio across demand, investment and delivery. You will lead intake, prioritisation and the integrated roadmap, while coordinating capacity, governance cycles and executive reporting to ensure strategic objectives are met.

You will partner with senior stakeholders to maintain alignment with regulatory requirements, drive value tracking and continuous improvement across diverse

Qualifications

• Strong experience within PMO, portfolio management or programme governance, ideally within a complex change or transformation environment.
• Experience managing demand, prioritisation and portfolio planning, including resource and capacity considerations across contending initiatives.
• Experience producing clear portfolio reporting, MI and governance materials that enable senior leaders to make informed decisions.
• Strong experience managing portfolio risks, issues, dependencies and delivery considerations across multiple initiatives.
• Able to interpret data, identify challenges and opportunities, and provide clear insight and constructive challenge to support prioritisation and decision-making.
• Strong relationship, communication and organisational skills, with experience working collaboratively with senior stakeholders and balancing multiple priorities in a regulated environment.
• Experience within Financial Crime, Fraud, AML, Economic Crime, Risk or another regulated operational environment.
• Experience supporting benefits realisation, value tracking, optimisation or continuous improvement across a portfolio.
• Knowledge of change governance, investment processes and stage-gate delivery approaches within complex organisations.
• Experience using tools such as Power BI and Excel to turn portfolio data into accessible management insight and reporting.
• Relevant portfolio, programme or project management development or qualifications, such as P3O, MSP, PRINCE2 or APM.

Responsibilities

• Manage portfolio intake and triage processes, ensuring new demand is assessed, governed and routed appropriately.
• Lead prioritisation assessments across incoming change requests, optimisation opportunities and investment proposals.
• Maintain a single integrated roadmap covering live initiatives, pipeline activity and future opportunities.
• Coordinate portfolio capacity planning, workforce forecasting and resource allocation.
• Lead portfolio governance, reporting cycles and executive updates.
• Maintain oversight of risks, issues, assumptions, dependencies and delivery achievements across the portfolio.
• Produce portfolio dashboards, management information and executive insight to support decision-making.
• Support senior leadership forums through high-quality governance packs, reporting and decision tracking.
• Manage portfolio financials, benefits tracking and realised value reporting.
• Maintain governance standards, delivery frameworks, templates and controls that support a transparent and audit-ready environment.
• Facilitate prioritisation discussions with senior stakeholders, ensuring strategic alignment and appropriate challenge.
• Support continuous improvement of portfolio management, governance and planning approaches across the function.

Skills

PMO experience

Portfolio management

Programme governance

Regulated environment experience

Stakeholder engagement

Data interpretation

Prioritisation

Communication skills

Education

P3O certification

MSP certification

PRINCE2 certification

APM certification

Tools

Power BI

Excel

Job description

Consumer Financial Crime Optimisation & Strategy is responsible for identifying, prioritising and delivering change that strengthens financial crime controls, improves colleague and customer outcomes, and ensures investment is focused on the areas of greatest value and risk reduction. We're hiring a Portfolio & Prioritisation Manager to play a pivotal role in ensuring that demand, investment and delivery activity are governed consistently across the Consumer Financial Crime portfolio. Acting as the front door for incoming change requests and optimisation opportunities, you'll provide portfolio leadership, planning and governance oversight across a diverse range of strategic, regulatory, operational and technology-enabled initiatives. You'll maintain the integrated portfolio roadmap, coordinate capacity planning and resource allocation, support prioritisation decisions and provide executive reporting that enables informed decision-making. Working closely with senior stakeholders, delivery leads and operational teams, you'll help ensure the right work is delivered at the right time and that change activity remains aligned to strategic objectives, operational priorities and available capacity. Day to day you'll:

• Manage portfolio intake and triage processes, ensuring new demand is assessed, governed and routed appropriately.
• Lead prioritisation assessments across incoming change requests, optimisation opportunities and investment proposals.
• Maintain a single integrated roadmap covering live initiatives, pipeline activity and future opportunities.
• Coordinate portfolio capacity planning, workforce forecasting and resource allocation.
• Lead portfolio governance, reporting cycles and executive updates.
• Maintain oversight of risks, issues, assumptions, dependencies and delivery achievements across the portfolio.
• Produce portfolio dashboards, management information and executive insight to support decision-making.
• Support senior leadership forums through high-quality governance packs, reporting and decision tracking.
• Manage portfolio financials, benefits tracking and realised value reporting.
• Maintain governance standards, delivery frameworks, templates and controls that support a transparent and audit-ready environment.
• Facilitate prioritisation discussions with senior stakeholders, ensuring strategic alignment and appropriate challenge.
• Support continuous improvement of portfolio management, governance and planning approaches across the function.

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop.

Portfolio & governance experience

• Strong experience within PMO, portfolio management or programme governance, ideally within a complex change or transformation environment.
• Experience managing demand, prioritisation and portfolio planning, including resource and capacity considerations across contending initiatives.
• Experience producing clear portfolio reporting, MI and governance materials that enable senior leaders to make informed decisions.
• Strong experience managing portfolio risks, issues, dependencies and delivery considerations across multiple initiatives.
• Able to interpret data, identify challenges and opportunities, and provide clear insight and constructive challenge to support prioritisation and decision-making.
• Strong relationship, communication and organisational skills, with experience working collaboratively with senior stakeholders and balancing multiple priorities in a regulated environment. And any experience of these would be really useful:
• Experience within Financial Crime, Fraud, AML, Economic Crime, Risk or another regulated operational environment.
• Experience supporting benefits realisation, value tracking, optimisation or continuous improvement across a portfolio.
• Knowledge of change governance, investment processes and stage-gate delivery approaches within complex organisations.
• Experience using tools such as Power BI and Excel to turn portfolio data into accessible management insight and reporting.
• Relevant portfolio, programme or project management development or qualifications, such as P3O, MSP, PRINCE2 or APM.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies