Portfolio Project Manager

Posted 9 Days Ago
Duluth, GA
120K Annually
Mid level
Financial Services
The Role
The Portfolio Project Manager oversees portfolio programs, coordinating with business units, managing resources, reporting project status, and training staff. They also contribute to planning and strategizing for enterprise initiatives.
Summary Generated by Built In

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

Portfolio Manager is recognized as an expert within the company and requires in-depth and/or breadth of expertise in portfolio governance, lead business unit and/ or enterprise portfolio project reviews, optimize standards, identify improvement areas, report analyses, and train staff member. The portfolio manager may also lead, coach and develop a business unit portfolio owners or team members. They will solves unique problems that have a broad impact on the business. Partners with the business to manage the roadmap, resources and value of work. Contributes to the development of organization functional strategy. A portfolio manager is a professional who oversees the planning, development, and implementation of portfolio programmatic bodies of work.
Candidates must live in Metro Atlanta area.
This position has a hybrid work schedule. Tuesday and Thursday are in office days.
Salary: up to $120K

Responsibilities & Qualifications

Working in the ETO as a Portfolio Manager, you will support enterprise initiatives from a planning perspective, as well as in-flight monitoring/reporting. You'll work with Executive Leadership across the organization to insure clear communication of initiative progress, portfolio health, and lead trade-off/impact conversations.

Job Duties and Responsibilities

  • Create & execute portfolio program plan documents
  • Guides/ advises business unit portfolio program leaders
  • Coordinate, track and report portfolio program artifacts (Scope, roadmaps, milestone schedule, stakeholder list, risk/issue, change log, status reports, financials, hours billed allocations, others TBD) and interproject dependencies
  • Gather and maintain portfolio data within Smartsheet and other portfolio tools
  • Research and understand blockers, dependencies, issues and concerns
  • Report on the status of projects and/ or create/update dashboards for consumption at the TBD meetings
  • Report Opportunities and Risks to stakeholders and management
  • Create all working documents necessary to track work in progress

  • Create stakeholder summary to review at end of sprint/phase with input from Product Owner/Lead BA, BAs, Developers, QA team members

  • Schedules and leads the quarterly portfolio program review
  • Use broad knowledge of the systems and processes of the departments and business functions they support
  • Able to work independently with more limited direction from management.
  • Handle multiple priorities simultaneously
  • Act as liaison between the business users and Enterprise Transformation Office team to ensure that projects meet outlined objectives and resolve system issues by partnering with the BRM.
  • Expand the ETO processes, deliverables, and processes by collaborating with team members
  • Lead team meetings with looking for improvement
  • Leas the maturity of the Portfolio program framework within the ETO​

Minimum Qualifications

  • Bachelor's Degree in Business, MIS, or related field preferred, not required
  • 4-5 years of Project Management experience required
  • 3-5 years of Program Management experience preferred

#Dice

#LI-SH1

FLSA status:
This position is exempt (not eligible for overtime pay):

YesOur Benefits:

  • Day one health, dental, and vision insurance

  • 401(k) Plan with competitive employer match

  • Vacation, sick, holiday and volunteer time off

  • Life and disability insurance

  • Flexible Spending Account & Health Savings Account

  • Professional development

  • Tuition reimbursement

  • Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Top Skills

Project Management Tools
Smartsheet
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The Company
HQ: Duluth, GA
16,799 Employees
On-site Workplace
Year Founded: 1977

What We Do

Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."

Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.

Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

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