Portfolio Planning & Delivery Manager

Golden 1 Credit Union; Sacramento (CA); Hybrid; USD 125,000 - 140,000; Full time

Job summary

Golden 1 Credit Union is seeking a Manager of Portfolio Planning and Execution to lead the Service Operations project portfolio, coach Project Managers, and drive delivery excellence. This role partners with executives to balance demand, capacity, and strategy, ensuring value and transparency across the portfolio.

You will oversee a team, govern project management practices, and deliver reporting on status, risks, and outcomes, while promoting collaboration and continuous improvement.

Qualifications

• Bachelor’s degree in business administration, project management, finance, or related discipline is required.
• Advanced degree in a related area is required or preferred.

Responsibilities

• Project Portfolio Leadership & Delivery Oversight
• Guides the execution of complex projects to ensure business value and measurable outcomes.
• Manages a team of Project Managers responsible for delivering projects and initiatives across Service Operations.
• Provides strategic ownership of the Service Operations project portfolio, ensuring alignment with strategic priorities, business objectives, available capacity, and delivery outcomes.
• Assigns project resources based on workload, expertise, project complexity, and organizational priorities.
• Directly manages high-impact, high-risk, or strategically significant projects as assigned.
• Serves as the primary escalation point for Project Managers, providing guidance and facilitating resolution of risks, issues, dependencies, and delivery challenges.
• Ensures project plans, schedules, reporting, and governance activities are maintained consistently across the portfolio.
• Partners with business leaders to evaluate project requests, make prioritization recommendations, and align project demand with available resources.
• Maintains visibility into portfolio health, milestone achievement, delivery risks, and resource capacity.
• Promotes effective stakeholder engagement, communication, and decision-making throughout the project lifecycle.
• Provides leadership with timely and accurate reporting regarding project status, risks, issues, dependencies, and anticipated outcomes
• Governance, Planning & Resource Management
• Oversees project intake, prioritization, and planning activities to ensure initiatives are appropriately evaluated and aligned to strategic objectives.
• Supports and promotes consistent utilization of the Strategic Portfolio Management (SPM) platform to maintain portfolio transparency and reporting accuracy.
• Delivery Maturity, Operational Excellence & Continuous Improvement
• Conducts periodic project health reviews and quality assessments to identify risks, gaps, and opportunities for improvement.
• Maintains project documentation, reporting, and records in accordance with regulatory requirements

Skills

People management

Education

Bachelor’s Degree Business Administration, Project Management, Finance, or related discipline

Advanced Degree in Business Administration, Project Management, Finance, or other related area

Job description

Golden 1 Credit Union is seeking a Manager of Portfolio Planning and Execution to lead the Service Operations project portfolio, coach Project Managers, and drive delivery excellence. This role partners with executives to balance demand, capacity, and strategy, ensuring value and transparency across the portfolio.

You will oversee a team, govern project management practices, and deliver reporting on status, risks, and outcomes, while promoting collaboration and continuous improvement.