Portfolio Director

About the Role

InvestCloud is looking for a Portfolio Director within its Professional Services Division. The role is a strategic hire and will be accountable for the successful delivery and oversight of a number of high profile client project deliveries. The role will report directly to the Head of Professional Services and will be a key member of the APL PS leadership team. In addition to the day-to-day delivery responsibilities, the role will also be required to drive internal change and best practice across the delivery teams and oversight of PMs.

What does a great Portfolio Director do?

A successful Portfolio Director ensures strategic projects are effectively completed for both internal initiatives and our clients. Consistently provides the program leadership perspective to deliver projects on-time to meet internal and client expectations. The role of Portfolio Director is a player manager role, requiring the successful candidate to operate in the detail of a client delivery and manage messaging and strategic priorities internally and the clients.

How you will provide meaningful contributions:

• Responsible for the end-to-end delivery of multiple strategic projects.
• Ensure tight control of scope, budget and resources across the delivery portfolio
• Partner with other teams to deliver projects that achieve the desired scope, are technically sound, operationally supportable, and meets the requirements of the business.
• Work closely with Product and Platform teams and be an advocate for client delivery
• Have oversight and help manage multiple strategic projects simultaneously.
• Engage in a broad spectrum of projects from external client deliverables to internal strategic objectives.
• Opportunity to influence evolution of professional services by collaboratively engaging with staff across the company including Senior Leadership.
• Lead a team of project managers and help develop best practice across Professional Services

Basic Qualifications for Consideration:

• 10 years of experience as Senior Project Manager or Portfolio Manager
• 10 years of experience managing large scale, global software implementation projects within financial services
• Superior communication skills (written and verbal) to facilitate client and team discussions, presentations, and leadership meetings ensuring accurate documentation
• Understanding of infrastructure components and technologies
• Experience leveraging various SDLC methodologies with product centric focus
• Strong ability to use Smart Sheet, Atlassian suite (Jira/Tempo), and Power BI to manage and report on project milestones.
• Ability to influence resources to deliver their commitments to projects on-time.
• Detailed oriented towards project scope and ensuring scope is managed from drift.
• Ability to learn quickly new concepts and technologies.

Preferred Skills / Experience

• Fintech and cloud-based SaaS experience
• Experience in team leadership and managing direct and matrixed teams
• Excellent client management skills

About InvestCloud

InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney. InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates). For more information, visit InvestCloud.com.

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

Salary range: $160-190K

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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