Process Manager, O&T Governance

The Operations & Technology (O&T) Administration team is responsible for the governance of the O&T portfolio, resource management, and financial management. The team oversees the Product Development Lifecycle (PDLC) and associated processes. The Process Manager will be a key member of the team. Candidates will report to the office three days each week. Travel may be required.

Responsibilities

Support governance across multiple O&T Agile teams; Champion adoption and optimization of the Clarity PPM platform across the organization; Maintain and enhance processes, procedures, and governance standards; Leverage Scrum Master experience to support the organization's Agile transformation efforts; Partner with Scrum Masters to develop and refine metrics, reporting packages, and performance measures; Identify opportunities to simplify, standardize, and automate business processes; Develop and deliver training programs to drive tool and process adoption; Produce and enhance weekly portfolio status reporting; Produce and enhance weekly metrics reporting; Produce and enhance monthly portfolio review materials; Produce and enhance quarterly portfolio review materials; Extract, analyze, consolidate, and automate data from multiple sources to support decision-making and executive reporting; Oversee SharePoint Online document governance, including documentation retention and lifecycle management, audit, risk, and regulatory review support, SharePoint site structure and organization, documentation review processes, audit request management, and retention and deletion of expired documents across O&T Administration and Project sites

Requirements

5+ years of experience with Jira and Confluence; 5+ years managing technology projects and/or applications, preferably within a financial services organization; 5+ years of experience with Clarity or a comparable project portfolio management (PPM) tool; 3+ years of experience with SharePoint Online; 2+ years of experience using AI productivity tools such as ChatGPT; Experience with Agile methodologies, including Scrum and SAFe; Advanced proficiency with Power BI; Advanced proficiency with Power Automate; Ability to identify and leverage emerging technologies to improve business processes; Strong process improvement and optimization experience; Ability to evaluate governance processes and identify bottlenecks and inefficiencies; Experience implementing process changes with minimal business disruption; Ability to develop training materials and deliver effective end-user training; Strong project coordination and organizational skills; Excellent written and verbal communication skills; Ability to influence stakeholders and drive organizational adoption of change; Strong relationship management and teamwork skills; Strong analytical, troubleshooting, and problem-solving skills; Advanced PowerPoint, Excel, and Visio skills

Nice to have

Certified Scrum Master (CSM); Technology project governance experience; Understanding of risk, compliance, and regulatory requirements within financial services; Knowledge of System and Organization Controls (SOC) and related audits; Process optimization and continuous improvement experience; Operational excellence experience; Ability to develop executive-level presentations and reporting solutions