Enterprise Portfolio Manager

5 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $140,000 - $170,000
Job Title: Strategic Portfolio Management Professional

The Strategic Portfolio Management Professional plays a pivotal role in enabling strategy execution across the organisation, providing enterprise-wide visibility into portfolio health, delivery performance, and strategic outcomes.

This high-impact position is responsible for leading the development of prioritisation, tracking, and reporting capabilities that align initiatives with strategic objectives, measure performance, and empower informed decision-making at all levels of the business.

Key Responsibilities:
  • Maintain a comprehensive view of the enterprise portfolio, ensuring visibility of all strategic, regulatory, and operational initiatives consuming organisational resources.
  • Develop and apply an enterprise-wide prioritisation model to align initiatives with strategic objectives and optimise portfolio value.
  • Establish governance and processes to track strategy execution and benefit realisation across the business.
  • Design and implement performance reporting frameworks that measure progress against strategic targets and metrics.
  • Define data, KPIs, and metrics to support strategic decision-making and portfolio performance tracking.
  • Lead the selection and implementation of enterprise portfolio management tools and systems.
  • Collaborate with Strategy, Finance, and Delivery teams to ensure portfolio decisions are data-driven and aligned to enterprise goals.
  • Produce executive-level dashboards and reports that communicate benefit realisation and strategic performance.
  • Facilitate portfolio review forums and performance discussions with senior stakeholders.
  • Lead organisational capacity planning to assess resource supply and demand, identify constraints, and inform strategic prioritisation.
  • Forecast future business needs and plan resource deployment to support strategic delivery.
Requirements:
  • Bachelor's degree in Business Administration or a related field.
  • Deep domain knowledge in wealth management, including wrap platforms, superannuation, investment products, and/or financial advice.
  • 8+ years of experience in strategic portfolio management within complex, multi-business environments.
  • Proven expertise in prioritisation models, performance reporting, and benefits realisation.
  • Strong understanding of enterprise strategy, business planning, and delivery frameworks.
  • Demonstrated experience designing and implementing portfolio tracking and prioritisation systems.
  • Proficiency in portfolio and reporting tools such as Jira Align, Power BI, or similar platforms.
  • Advanced data analysis and reporting skills, with the ability to deliver clear, actionable insights for executive decision-making.
  • Experience in organisational capacity planning across teams and time horizons to support strategic delivery.
  • Exceptional stakeholder engagement, facilitation, and communication skills, with the ability to present complex recommendations with clarity and impact.

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