Portfolio Strategist

1 day ago

Sydney, New South Wales, Australia beBeeEnterprise Full time $120,000 - $150,000

We are seeking an experienced Enterprise Portfolio Planning Manager to join our organization. This pivotal role drives strategic execution and delivers impactful change across the business.

Key Responsibilities
  • Lead planning and execution of enterprise-wide initiatives by facilitating cross-functional engagement and aligning priorities with business goals and resource capacity.
  • Manage intake and assessment of new work, monitor portfolio health, and provide data-driven recommendations to support informed decision-making.
  • Deliver clear, high-impact reporting and visualizations that track progress against strategic roadmaps and highlight portfolio performance.
  • Oversight of end-to-end delivery of key projects across shared services functions (Finance, Legal, Risk), ensuring alignment to scope, schedule, and quality standards.
  • Proactively engage stakeholders to ensure transparency, support, and successful change adoption.
  • Identify and manage project risks and issues, monitor financials, and ensure delivery of targeted benefits through structured governance and reporting.
  • Champion best practices in portfolio and project management, contributing to the evolution of tools, frameworks, and stakeholder engagement approaches.
Requirements
  • Bachelor's degree in Business or a related field.
  • Extensive experience (8+ years) in Strategy Execution and Enterprise Project Portfolio Management, with a strong understanding of the full EPPM lifecycle.
  • Proven success in translating strategy into executable programs and maintaining enterprise portfolio roadmaps.
  • Demonstrated track record in end-to-end project management, delivering projects on time, within budget, and to quality standards.
  • Solid understanding of the wealth management sector, including wrap platforms, superannuation, investment products, and/or financial advice.
  • Strong analytical and problem-solving skills, with the ability to manage shifting priorities and complex stakeholder needs.
  • Excellent facilitation and stakeholder engagement skills, with a collaborative approach to cross-functional teamwork.
  • High level of business acumen and the ability to connect strategic objectives to execution outcomes.
  • Proficiency in Microsoft Office tools, including Microsoft Project.
  • Ability to distill complex data into clear, actionable insights for executive-level decision-making.

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