Portfolio Manager, Health and Wealth Distribution Operations

Portfolio Manager, Health and Wealth Distribution

AmeriLife is seeking a Portfolio Manager, Health and Wealth Distribution, to serve as the lead portfolio manager for critical health and wealth distribution initiatives, especially in the areas of transformation and operational scale. The Portfolio Manager will report directly to the Vice President, PMO & IT Delivery, and is accountable for the successful achievement of the program's goals. This role works with the various project managers to ensure all projects within the program are aligned to strategic objectives and deliver on-time, within scope and within budget. The ideal candidate is a veteran project manager with expertise in managing multiple projects concurrently, especially on an enterprise level. They should have a strategic mindset, strong leadership skills, the ability to manage and inspire teams towards delivering results, and exceptional organizational skills.

Key Competencies

• Delivery Excellence: Ensures predictable execution, accountability, and quality.
• Problem Solving: Breaks down complexity and navigates ambiguity.
• Outcomes-Centric Mindset: Focuses on delivering value and a seamless onboarding experience.
• Collaboration: Works effectively across technology, operations, and business teams.
• Adaptability and Flexibility: Able to pivot quickly between shifting priorities, project types, and organizational needs; effectively leads teams through change and ambiguity.

Key Responsibilities

• Manage cross-functional teams, vendors, budgets, timelines, and executive stakeholder expectations. Create sophisticated project plans that enable predictable delivery.
• Establish program scope, objectives and key results for both internal and external technical and business groups on a project by project level Apply the appropriate delivery methodology (Waterfall, Agile, or Hybrid) based on project needs.
• Ensure individual project plans are comprehensive and cohesive, augmenting where needed and directing changes as applicable Maintain forward‑looking project documentation, including RAID logs and resource forecasts.
• Develop and manage to a detailed program roadmap and plan; drive execution; and track progress
• Oversee the management of cross-functional teams, vendors, budgets, timelines and executive stakeholder expectations across the program Ensure all changes follow established governance, change management, and release processes.
• Apply appropriate project management methodologies (Waterfall, Agile, or hybrid) to ensure consistent and successful delivery
• Report program status and escalate issues to leaders as needed
• Establish and maintain relationships with stakeholders in order to effectively communicate program progress, issues and risks
• Demonstrate and nurture accountability, transparency, and delivery excellence
• Mentor and coach project managers

Required Qualifications

• 5 years of project management experience delivering technology, operations, or product-related initiatives.
• Proven success leading onboarding, implementation, or operational readiness projects in Waterfall, Scaled Agile and Hybrid Methodologies.
• Comfortable with leading without authority and proven ability to lead and motivate a team, ensuring projects stay on track and meet objectives.
• Strong negotiation and mediation skills; ability to navigate conflicts; proven ability to manage supplier, team and stakeholder conflicts
• Experience in Waterfall, Iterative, Scaled Agile, and Hybrid methodologies.
• Proven ability to manage multiple priorities and completing assignments even in a rapidly changing environment.
• Excellent analytical and problem‑solving skills with the ability to identify and manage cross‑workstream risks and dependencies.
• Experience developing comprehensive project plans
• Proficiency with project management tools (e.g., Smartsheet, Microsoft Project, Jira, Confluence).
• Proficiency with Microsoft PowerPoint

Preferred Qualifications

• 7+ years of experience managing complex projects, with at least 3 years proven experience as a program manager
• Experience in insurance, financial services, fintech, or other highly regulated industries
• PMP, CAPM, CSM, or equivalent certification
• Agile certifications a plus (e.g., ACP, CSM, PSM, SAFe, etc.)
• Experience managing projects involving cross-platform integrations with external vendors, SAAS applications and/or 3rd parties
• Excellent analytical and problem-solving skills, with the ability to discern and manage risks and dependencies across projects
• Exceptional ability to convey information that is audience appropriate across all levels of the organization, including stakeholders
• Proven ability to lead distinct projects teams to collaborate on the needs of the overarching objective
• Ability to quickly ramp up on and rescue in-flight projects

Salary Range

• $150,000-$180,000
• Salary offers will vary commensurate with experience, education, skills, and training

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at View email address on click.appcast.io.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.