Head of Portfolio and Value Management

Janney Montgomery Scott LLC; Philadelphia (Philadelphia County); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Head of Portfolio and Value Management to drive technology strategy through intake operations, demand and capacity modeling, and governance. You will own the end‑to‑end portfolio lifecycle, align capacity with business demand, and partner with CIO, Finance, and data teams to deliver measurable value and risk controls.

The role requires executive communication, a track record in investment governance, and the ability to lead cross-functional teams in a

Qualifications

• 8+ years in technology portfolio management, PMO leadership, program management, or similar capacity/demand management.
• Demonstrated skill in lean business case construction, benefit measurement, and capacity/financial modeling.
• Experience running or supporting an investment governance forum (portfolio council, investment committee) — preparing decision packages and tracking execution.
• Comfort operating without command authority: prepares decisions, surfaces risk, and holds a service level.

Responsibilities

• Own and continuously improve the intake process from initial demand submission through gate qualification.
• Maintain the portfolio backlog and demand record as the single source of truth for submitted, qualified, funded, and completed initiatives.
• Track the value confirmation gate to closure for funded initiatives and report realized benefits with Finance.
• Maintain the consolidated view of capacity across technology and data office allocations, refreshed ahead of quarterly cycles.
• Serve as secretariat to Portfolio Investment Council and Monthly Portfolio Checkpoint, preparing decision packages and tracking execution.
• Maintain cross-initiative dependency map and surface conflicts early for resolution.
• Own automated, delivery-system-sourced metric set and publish a real-time view of portfolio health and risk.
• Provide stakeholders with a transparent view of demand status and dependencies, enabling informed decisions.

Skills

Strategic portfolio management

Executive communication

Lean / value-based decision-making

Stakeholder management

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Janney is hiring a Head of Portfolio and Value Management to help facilitate the execution of technology strategy through intake operations, demand and capacity modeling, Portfolio Investment Council secretariat, instrumentation and reporting, dependency and risk management, and benefit realization.

What You’re Good At

• Initiative- Proactively utilizing available technology and tools to support efficient and effective time management.
• Detail Oriented & Driven– Thorough and rigorous attention to all detail. Ability to manage multiple high-touch projects simultaneously with precision and accuracy. Takes initiative and ownership in all aspects of role from logistics to processes and is unafraid to get their hands dirty and eager to learn.
• Problem Solving & Critical Thinking –Thorough and resourceful problem solver with a solutions-based approach to every situation. Proactively takes on challenges with optimism and a helpful attitude

Key Responsibilities

Demand-to-Value Pipeline

• Own and continuously improve the intake process from initial demand submission through gate qualification, holding the published intake service level.
• Maintain the portfolio backlog and demand record as the single source of truth for what has been submitted, qualified, funded, and completed.
• Track the value confirmation gate to closure for every funded initiative — measuring leading indicators against the lean case target and reporting realized benefit with Finance, and ensuring capacity is formally released or written off rather than left ambiguously allocated.

Capacity Planning and Management

• Maintain the consolidated, standing view of committed and available capacity across technology and data office allocations, refreshed ahead of each quarterly allocation cycle.
• Model the unallocated quarterly reserve (targeted at 15–20% of capacity) and make visible what reallocating funded capacity would displace, at what cost, and against which commitment.
• Support the annual envelope-by-value-stream discussion with Finance and the quarterly allocation decisions of the Portfolio Investment Council with capacity-grounded scenarios.

Governance Cadence and Council Secretariat

• Act as secretariat to the quarterly Portfolio Investment Council (G1, G2, and G4 funding and continuation decisions) and the monthly Portfolio Checkpoint (flow, outcome, and dependency review) — preparing decision packages, recording decisions, and tracking execution.
• Serve as the senior counterpart to enterprise architecture, UX research, and the data office at intake, ensuring demand is shaped against real architectural, experience, and data constraints before it is funded.

Dependency and Risk Management

• Maintain the cross-initiative dependency map, including data contract dependencies with the Chief Data Officer's organization, and surface conflicts early enough that they can be resolved rather than discovered mid-build.
• Ensure unresolved conflicts carry an owner and a decision date; elevate anything that has neither at the next checkpoint.

Instrumentation and Executive Reporting

• Own the automated, delivery-system-sourced metric set covering flow, delivery, security, and portfolio health, and its standing publication — manual collection from teams is a signal the instrumentation needs fixing, not a substitute for it.
• Provide the CIO and business stakeholders with a reliable, real-time view of portfolio health, risk, and value realization without generating a parallel reporting burden on delivery teams.

Stakeholder Expectation Management

• Give business and product stakeholders a predictable, transparent view of where their demand sits, what it is waiting on, and why — replacing informal escalation with a legible process.
• Partner with digital product management, enterprise architecture, delivery leadership, information security, risk and compliance, and the data office as the connective layer across a federated operating model, without absorbing their decision rights.

Qualifications

Required:

• 8+ years in technology portfolio management, PMO leadership, program management, or a comparable capacity/demand management discipline, including experience operating in or building toward a product-funded (vs. project-funded) delivery model.
• Demonstrated skill in lean business case construction, benefit measurement, and capacity/financial modeling — able to model supply against demand and make a funding tradeoff legible to executives in a single view.
• Experience running or supporting an investment governance forum (portfolio council, investment committee, or equivalent) — preparing decision packages and tracking execution, not simply taking minutes.
• Comfort operating without command authority: this role prepares decisions, surfaces risk, and holds a service level, but does not approve funding, arbitrate conflicts, or direct delivery teams. Candidates who need formal authority to be effective will find the role's design constraints frustrating.
• Working fluency with delivery and flow metrics (cycle time, throughput, change failure rate, deployment frequency, or equivalent) and a track record of instrumenting them from delivery tooling rather than collecting them manually.
• Strong executive communication skills — able to write and present decision-ready material to a CIO, business unit leaders, and Finance.
• Experience managing a small, senior analyst team, with a bias toward developing them into future product ownership or delivery leadership roles rather than growing the function's headcount.

Preferred

• Experience in a regulated financial services or wealth management environment, with familiarity with the operational, supervisory, and audit-evidence demands that come with it.
• Prior experience standing up or operating within a scaled agile / lean portfolio framework (e.g., SAFe Lean Portfolio Management, or an equivalent internally developed model).
• Familiarity with data contracts, data product concepts, or working across a technology / data-office boundary where accountability is split by domain rather than by layer.
• Experience partnering with enterprise architecture and UX research at the point of intake, rather than after solution shape is fixed.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.