Portfolio Manager
Brooksource
Job Description
Senior Portfolio Enablement Lead
\nBrooksource
\nFortune 50 Health Insurance Client
\n \nOverview
\nThe Senior Portfolio Enablement Lead is a strategic transformation leader responsible for shaping and enabling portfolio operations, Agile Release Train (ART) design, organizational ways of working, and large-scale business transformation initiatives. This role serves as a trusted advisor to senior executives and portfolio leaders, translating transformation strategies into scalable execution models that improve alignment, delivery predictability, operational excellence, and business outcomes.
\nThe ideal candidate brings deep expertise in Lean Portfolio Management, Agile methodologies at scale, organizational design, and change management. This position focuses on enterprise enablement and continuous improvement rather than traditional project or delivery management.
\n \nKey Responsibilities
\nPortfolio Transformation & Strategy
\n- \n
- Partner with business and technology leaders to develop and enable portfolio operating models aligned with strategic objectives. \n
- Guide portfolio transformation efforts through organizational design, process optimization, and operating model improvements. \n
- Build and manage transformation roadmaps that drive executive alignment and stakeholder engagement. \n
- Conduct qualitative and quantitative assessments, including stakeholder analyses and change impact evaluations, to inform transformation strategies. \n
- Facilitate executive decision-making sessions and advise leadership on delivery challenges, value-stream optimization, and organizational effectiveness. \n
Agile & Lean Enablement
\n- \n
- Provide expertise in Lean Portfolio Management, Agile at Scale, and Agile Release Train (ART) design. \n
- Mentor and develop Release Train Engineers, Scrum Masters, Product Leaders, and other key stakeholders. \n
- Support adoption and continuous improvement of portfolio and team-level ways of working. \n
- Facilitate value stream identification and value stream mapping activities to improve flow efficiency and value delivery. \n
- Promote enterprise-wide best practices and scalable approaches to portfolio operations. \n
Organizational Change Leadership
\n- \n
- Drive enterprise transformation initiatives and organizational change programs. \n
- Develop and execute change management strategies to improve adoption and business outcomes. \n
- Measure effectiveness of transformation efforts using defined metrics and continuously refine approaches. \n
- Foster a culture of continuous learning, experimentation, innovation, and operational excellence. \n
- Lead training, coaching, and mentoring initiatives related to Lean, Agile, and continuous improvement methodologies. \n
Continuous Improvement & Operational Excellence
\n- \n
- Identify opportunities to improve business processes, systems, and organizational performance. \n
- Partner with leaders across functions to establish and achieve continuous improvement goals. \n
- Facilitate problem-solving workshops, process improvement initiatives, and operational excellence programs. \n
- Monitor portfolio health, identify risks and issues, and proactively recommend solutions. \n
- Drive data-informed decision-making through effective use of metrics and performance indicators. \n
Required Qualifications
\n- \n
- 8+ years of experience enabling business and technology portfolios in complex organizations. \n
- Experience advising senior executives and organizational leaders on transformation initiatives. \n
- Strong expertise in Lean Portfolio Management and Agile methodologies at scale. \n
- Demonstrated success leading organizational change and transformation initiatives. \n
- Experience supporting execution across value streams and complex enterprise programs. \n
- Proven ability to facilitate Value Stream Identification and Value Stream Mapping activities. \n
- Excellent communication, facilitation, coaching, and mentoring skills. \n
- Strong emotional intelligence and stakeholder management capabilities. \n
- Passion for continuous improvement and enhancing customer and employee experiences. \n
- Active SAFe® certification (SPC preferred or ability to obtain within six months). \n
Preferred Qualifications
\n- \n
- Bachelor’s degree in Business, Information Technology, Organizational Leadership, or a related field. \n
- SAFe Program Consultant (SPC) certification. \n
- Prosci Change Management certification. \n
- Experience with Agile lifecycle management tools such as Jira Align and Azure DevOps. \n
- Experience in highly regulated industries. \n
- Understanding of Software Development Lifecycle (SDLC) and Product Development Lifecycle (PDLC). \n
- Experience mentoring Product Management, Program Management, and Technology leadership teams. \n
- Background working within large enterprise organizations. \n
Desired Skills & Competencies
\n- \n
- Executive presence and ability to influence senior leadership. \n
- Strategic thinking and analytical problem-solving skills. \n
- Strong facilitation, coaching, and leadership abilities. \n
- Excellent written and verbal communication skills. \n
- Ability to work independently in fast-paced and ambiguous environments. \n
- Exceptional organizational and prioritization skills. \n
- Collaborative mindset with a focus on building strong relationships. \n
- Experience driving sustainable enterprise-wide change. \n
- Commitment to operational excellence and continuous improvement. \n
EEO Statement:
\nBrooksource is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
- ...Senior Portfolio Enablement Lead Brooksource Fortune 50 Health Insurance Client Overview The Senior Portfolio Enablement... ...The ideal candidate brings deep expertise in Lean Portfolio Management, Agile methodologies at scale, organizational design, and change...SuggestedFull timeLocal area
- ...Overview As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping...SuggestedLocal area
$160k - $212k
...Senior Investment Portfolio Manager Reports to: Vice President, Accounting & Finance Department: Accounting & Finance Section: Investments Job Status: Exempt FLSA Test: Executive Salary Range: $160,000–$212,000 annually JOB SUMMARY Our...SuggestedFull timeWork at officeLocal areaRelocation- ...analyse quantitative and qualitative data, lead and coach team of managers, and proactively communicate with stakeholders. They will be... ...to align with OP’s refreshed strategy, driving targeted portfolio and investment choices that match MF market demands.Implementing...SuggestedWork experience placementVisa sponsorship
$70 per hour
...ideal for a high-performing accounting professional with 3-5 years of experience coming from a Big 4 firm or alternative investment manager who is looking to move beyond traditional fund administration and gain meaningful ownership within a sophisticated investment...SuggestedRemote work$59k - $76k
...Awareness alongside transferable Emotional Intelligence chops Calm under the high-energy chaos a mid-level role tends to generate A portfolio or work samples that demonstrate your general expertise A Louisville grounding, or the adaptability to plant roots quickly Strong...Flexible hoursShift workDay shift- ...are seeking an experienced Lead Investment Analyst to support portfolio strategy, research, and asset allocation across a multi-asset platform... ...leadership.Research investment opportunities and help manage portfolios in compliance with regulations and company policy.Participate...
- ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns... ...lending guidelines and clients' requirements. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain...Full timeTemporary workPart timeWork experience placementWork at office
- ...process, evaluates their financial situation, and recommends appropriate loan products. The position reports to the Mortgage Sales Manager for loan-origination processes and compliance and to the Market President for sales and mentoring when applicable; if no Market President...Full timeLocal area
- ...bank services for residential mortgage financing.Prices mortgage rates in accordance to bank and regulatory guidelines.Attends and manages the loan closing process.Maintains high client confidentiality.Operates and uses current mortgage loan software to prepare loan applications...Contract workLocal area
- ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns... ...with lending guidelines and clients' requirements. + Manages a portfolio of customer relationships. Seeks prospective opportunities to...Full timeWork experience placementWork at office
- Mortgage Loan OfficerWe are looking for an experienced, service, and detail-oriented mortgage loan officer to join our team. We believe in removing obstacles and creating a supportive environment for you to thrive in. If you have a proven track record of creating lending...
$100k
...FNMA, fair housing, and regulatory guidelines. Utilizes Loan Origination System (LOS) to input data, run pre-qualifications, and manage pipeline; reviews documents and performs underwriting support as needed. Conducts financial analysis, calculates debt-to-income...Full timeWork at officeRemote workWork from homeFlexible hours$12k
Totally About Houses (TAH), a fast-growing real estate brokerage based in Louisville, KY, is hiring an experienced, service- and detail-oriented Mortgage Loan Officer to join our in-house lending team. We believe in removing obstacles and creating a supportive environment...Work at office- ...financial needs and recommend mortgage solutions Coordinate with processing and underwriting to ensure a smooth closing experience Manage your pipeline while providing exceptional customer service Qualifications ~ Active NMLS Mortgage Loan Originator (MLO)...Work at officeRemote work
- PNC Financial Services Group, Inc. in Louisville, KY is seeking an Associate Relationship Manager to support the corporate banking team. You will underwrite and manage risk, analyze client needs, and help design credit and product solutions to grow the bank's middle market...Work at office
- ...Job Description An established, high-performing investment management firm is looking to add a talented Long/Short Equity Analyst... ...investment team where analysts can make a meaningful impact on portfolio performance and be directly rewarded for their investment contributions...RelocationVisa sponsorshipWork visa
$80k - $90k
...Exempt) provides overall leadership, strategic direction, and management for Kids Cancer Alliance’s fundraising efforts to support the... ...record of closing major fundraising gifts and managing a donor portfolio Proven relationship building skills: individual, corporate, and...Full timeWork at officeRemote workFlexible hoursDay shiftAfternoon shift$60k - $180k
Job Description Job Description Tired of losing deals to slow turn times and thin product menus? Compensation: $60K–$180K per year. This is a commission-based sales role. For loan officers with verifiable production history, we offer draws, transitional compensation...Relocation package$7.25 per hour
...assessment across credit relationships-particularly more complex portfolios-to proactively identify any signs of credit deterioration or... ...with executed loan documents and approves with Document Manager for upload to ImageCentre. Tracks, tests and managers borrowing...Hourly payFull timeWork experience placementLocal areaShift work$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaFlexible hours- ...Job Description Job Description Research Properties, Inc. is seeking an experienced Property Manager with multi-family housing experience. We will consider alternative management experience. *** We are hiring for several locations in Louisville, KY. WE ARE...Hourly payFull timeWork at officeMonday to FridayShift workDay shift
- JPMorgan Chase & Co. in Louisville invites an experienced Senior Home Lending Advisor to guide clients through the mortgage journey, leveraging deep product knowledge to answer questions and drive approvals. You will serve as a key contact, collaborating with branch teams...
- ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns... ...with lending guidelines and clients' requirements. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain...Full timeTemporary workPart timeWork experience placementWork at office
- Kind Lending is seeking skilled Retail Loan Consultants in Louisville, KY to proactively solicit new residential mortgage business and build a residual pipeline. You will generate leads by networking with mortgage, real estate, and related professionals to achieve monthly...
- ...disclosures Ensure mortgage as a whole, meets all mortgage compliance regulations Other duties as assigned by the Mortgage Closing Manager or management Qualifications: Ability to multitask Ability to prioritize and meet deadlines Clear and...Temporary workWork at office
- ...partners and advise on the development of coordinated fundraising strategies designed to maximize lifetime engagement and support for a portfolio of high-net-worth prospects. Responsibilities also include assembling key members of the university community with prospects...
- ...protect our systems, networks, and data from evolving cyber threats. You’ll have the opportunity to work hands‑on with vulnerability management, security monitoring, incident response, and security technologies while partnering across the organization to strengthen our...Contract workWork at office
- As an I.T. Security Analyst, your day will be filled with opportunities to manage the Bank’s vulnerability and Patch Management Initiatives. Responsibilities Monitor, test and install all vendor patches for servers and endpoints Investigate identified vulnerabilities...Temporary workWork experience placementWork at officeRemote workFlexible hours
$38k - $59k
...runway at Enterprise Products Partners that keeps climbing. Key Responsibilities Track key metrics and report findings to your manager each week Document the why, not just the what, behind every Stress Management decision Meet established deadlines while...Work at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
- fund accounting manager Louisville, KY
- application portfolio manager
- strategic portfolio manager
- fund operations manager
- assistant portfolio manager
- wealth management portfolio manager
- quantitative equity portfolio manager
- associate portfolio manager
- discretionary portfolio manager
- commodity portfolio manager





