IT Portfolio Manager

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What we need :

Cetera Financial Group is currently seeking an IT Portfolio Manager within our IT Business Office. This is a high profile role as this role represents Tech in all PMO and planning discussions. Our Business Office team builds the financial and human capital infrastructure to scale our growing company. We combine analytical and strategic thinking to develop a sound financial future for our company. This is a unique opportunity to join our team and help Cetera improve efficiencies, save money, and work effectively with our vendors. As part of the role, you will monitor, report and plan process improvement or redesign initiatives, and make recommendations on changes as well as maintain workforce reporting to support the human capital across our organization. Partnering with strategic groups across the organization, you will facilitate capital planning, capacity evaluations, manage a special projects budget, and support leadership initiatives.

What you will do:

• Run capacity reporting and interact with product/project teams to ensure portfolio delivery
• Assist in annual portfolio planning and analysis in partnership with Finance, Strategy, and the Project Organization
• Conducting impact and estimation festival at launch of every project
• Conducting monthly portfolio review with CIO and DRs
• Coordinating OCNI with PMO, Corporate Finance, and IT Finance
• Facilitating and tracking of business in partnership with PMO, Corp Finance, and Corp planning
• Managing Tech/Portfolio Enhancements budget including prioritization, budgeting, tracking, and forecasting for leadership review monthly
• Deliver resource & impact planning across organization to understand project timing, resource constraints, and potential costs
• Partner with teams across organization to document and improve processes; partner with IT to automate unnecessary manual procedures
• Support Manager generation of Quarterly Business reporting across Organization
• Manage reporting and resource tracking modules to support planning
• Working with stakeholders to identify areas of improvement where the team can simplify or automate manual processes, reduce risk, and improve customer experience
• Partnering with stakeholders and leaders to prioritize automation projects

What you need to have:

• BA/BS in Business, Accounting, Finance, or equivalent
• Solid process improvement, finance, and operational knowledge
• Experience building SOPs and senior leadership communications
• At least 6 years of experience with Excel and Powerpoint

Really catch our eye with:

• Experience with Tableau or PowerBI and building automated reporting solutions
• Ability to demonstrate judgment to see long term impact of issues and ideas as they relate to strategic initiatives and objectives
• Experience building cross-functional relationships and partnering with organizational leaders, while tailoring messaging as required for varying level of audiences
• Ability to analyze large data sets and synthesize information to drive decision making across the organization

Our top performers share the following traits:

• Self driven and motivated to complete their work in a timely well presented manner
• Good communication skills and the ability to translate technical readouts for the success of the organization
• Hard working and willing to support the organization as a whole

Compensation Range:

The salary range for this role is $120,000 - $130,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Remote

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
• Easy access to mental health benefits to meet our team members and their families where they are
• 20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
• Paid parental leave to support all team members with birth, adoption, and foster
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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