Responsibilities :

- Portfolio Governance Leadership : Lead portfolio governance support for the Technology PMO, including demand intake, prioritization support, annual planning inputs, portfolio health tracking, and executive reporting. Ensure portfolio data, insights, and recommendations are accurate, timely, and actionable.

- Governance Forums & Executive Reporting : Support governance forums such as PRB, IRB, and CCB by managing agenda readiness, pre-read materials, decision documentation, action tracking, and follow-up. Prepare clear dashboards, reports, and summaries that support leadership decision-making.

- PMO Frameworks, Methodologies & SOPs : Develop, maintain, and improve PMO frameworks, stage gate models, SOPs, templates, playbooks, and quality checklists to support consistent execution and governance compliance.

- Operational Excellence, Controls & Compliance : Reinforce governance standards for OnePlan data quality, status reporting, risk and issue management, time tracking, stage gate adherence, and evidence requirements. Monitor compliance and escalate gaps as needed.

- Digital Enablement & Reporting : Support PMO reporting and process automation through tools such as OnePlan, Power BI, SharePoint, and workflow solutions. Identify opportunities to improve efficiency, reporting accuracy, and portfolio visibility.

- Change Management & Adoption : Drive adoption of PMO processes, tools, and reporting standards through stakeholder engagement, communications, training, adoption tracking, and continuous improvement.

- Stakeholder Partnership : Partner with PMO leadership, Technology leaders, Finance, delivery teams, and vendors to support governance execution, portfolio transparency, issue resolution, and decision readiness.

- Global Operating Model : Serve as the India-based governance lead for coordinating work across India and U.S. teams. Maintain clear operating cadences, handoffs, documentation standards, escalation paths, and communication routines.

- India Team Leadership : Lead, coach, and develop the India governance team by setting priorities, managing workload, monitoring delivery quality, resolving escalations, and supporting performance and capability development.

Professional Certifications :

- PMP, PgMP, CBAP, CCBA, ITIL, CSM, or other relevant project, portfolio, business analysis, technology, or process certification preferred.

Required Knowledge and Skills :

- 14+ years of experience in project, program, portfolio, governance, or process management within a technology or enterprise environment, including direct portfolio management experience.

- Strong knowledge of PMO governance, portfolio management, SDLC, ITIL, financial tracking, risk and issue management, stage gate governance, and executive reporting.

- Demonstrated experience leading India-based, offshore, or globally distributed teams, including work allocation, coaching, quality management, escalation management, and delivery accountability.

- Excellent communication, stakeholder management, and influencing skills with the ability to work effectively across Technology, Finance, delivery teams, vendors, and senior leaders.

Preferred Knowledge and Skills :

- Experience with One Plan or similar PPM tools, Power BI, SharePoint, workflow automation, executive dashboards, and standardized governance reporting.

- Experience in Financial Services, Technology Infrastructure, regulated environments, policy/process development, or large global matrixed organizations preferred.

Experience Required :

- 14+ years of experience in program, project, portfolio management, governance, or process management, including experience managing or supporting technology portfolios, portfolio health reporting, prioritization support, and executive-level portfolio insights.

In-Office Collaboration :

- We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.