Portfolio Management Director
Ebxr Cx · Jersey City, New Jersey, United States · hybrid
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Portfolio Management function connects enterprise strategy, business priorities, investment planning and execution to help DTCC make informed decisions, manage trade-offs and deliver measurable value.
Pay and Benefits:
• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
The Director, Portfolio Management is a senior team leader responsible for owning the enterprise “front door” advisory model that connects enterprise strategy, business priorities, portfolio planning, prioritization, investment trade-offs and value realization. This leader manages the Portfolio Management team and serves as a trusted partner to Business, Technology, Finance and Risk, ensuring portfolio priorities are clearly defined, investments are evaluated against enterprise objectives, and initiatives are positioned to deliver measurable outcomes. The Director is accountable for portfolio execution discipline, initiative outcomes, portfolio health visibility and executive-ready recommendations that help leaders make informed choices on funding, capacity, risk and value.
Your Primary Responsibilities:
• Lead the Portfolio Management team, including team priorities, operating rhythm, stakeholder coverage, delivery commitments, coaching, development and performance expectations.
• Own the enterprise front-door advisory model for portfolio intake, planning, prioritization, investment trade-offs, value realization and senior leadership decision support.
• Translate enterprise strategy into actionable portfolio priorities and recommendations, ensuring initiatives align to strategy, mission, risk appetite, capacity and financial objectives.
• Be accountable for portfolio execution and initiative outcomes, including expected benefits, measurable value, portfolio health, delivery risks and realization of intended business results.
• Drive and coordinate annual planning, including intake, evaluation, prioritization, demand shaping, funding alignment, resource capacity assessment and leadership review preparation.
• Facilitate ongoing portfolio management routines that surface portfolio-level risks, issues, dependencies, resource constraints and decision needs for senior leaders.
• Own portfolio metrics, including KPI and OKR design, operational and outcome measures, portfolio health indicators, value realization tracking and visibility into trends and performance insights.
• Lead investment trade-off analysis across strategy, value, risk, capacity and funding, using data-driven criteria to recommend where to start, stop, scale, defer or reshape investments.
• Provide review and challenge of plans, assumptions, risks, mitigation strategies and portfolio forecasts to improve decision quality, accountability and execution confidence.
• Partner across Business, Technology, Finance, Risk and delivery teams on planning, demand, funding, capacity, prioritization and executive-ready insights, recommendations and decision materials.
Leadership Expectations:
- Champion Inclusion: Embrace individual differences and create an environment of support, belonging and trust. Invite every voice, every day.
- Communicate Clearly: Listen to understand, ask questions for clarity and deliver messages with purpose. Be intentional to ensure your message is understood.
- Cultivate Relationships: Show care and compassion for others and authentically build networks across functions. Partner up, down and across to enable enterprise results.
- Instill Ownership: Ensure accountability, manage execution and mitigate risk to deliver results. Be proactive to make a positive impact.
- Inspire Growth: Develop yourself and others through coaching, feedback and mentorship to meet career goals. Build capabilities of others and strengthen our organization.
- Propel Change: Think critically, respectfully challenge and create innovative ways to drive growth. Be bold and challenge to make things better.
Qualifications:
• More than 10 years of related experience in portfolio management, PMO/EPMO, business management, strategy execution, investment planning or a related discipline, including experience leading teams, managing delivery through others and influencing senior stakeholders.
• Master’s or advanced degree preferred; Bachelor’s degree required or equivalent experience.
Talents Needed for Success:
• Demonstrated experience managing complex portfolios across operational ("Run"), business growth ("Grow"), and strategic transformation ("Transform") initiatives, ensuring alignment to enterprise strategy, investment priorities, risk appetite and value realization objectives.
• Demonstrated leadership experience managing, coaching and developing portfolio management, PMO, business management or strategy execution teams.
• Strong experience in portfolio planning, prioritization, investment portfolio management, annual planning, intake, demand management and senior portfolio reviews.
• Ability to connect enterprise strategy, execution, funding, capacity, risk and measurable outcomes through clear advisory routines and executive decision frameworks.
• Experience with business case development, benefits realization, KPI/OKR design, ROI/NPV analysis, financial trade-offs and resource, demand and capacity management fundamentals.
• Exceptional executive communication, facilitation and stakeholder management skills, with the ability to shape decisions using evidence, criteria and trade-off analysis.
• Proven ability to analyze portfolio data, identify trends, challenge plans constructively and convert insights into clear recommendations for senior leaders.
• Experience working across business, technology, finance, risk and delivery teams in a complex, regulated environment while driving transparency, ownership and simplification.
• Proficiency with Microsoft Office tools; experience with project or portfolio management tools such as Planview preferred.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.