Portfolio Manager (Financial Services) - West Coast

Job Title: Portfolio Manager (Financial Services Industry)

Duration: 12-month contract

Location: Remote West Coast.

Hours: 40/week

Job Summary

Seeking an experienced Portfolio Manager to lead a team of Program and Project Managers and provide portfolio-level oversight across multiple complex IT/infrastructure delivery engagements. This role owns governance, strategic alignment, delivery health, resource allocation, client engagement, and portfolio financial performance. The strongest candidate has led leaders in a Professional Services or Managed Services environment and can operate comfortably with senior clients while owning revenue, gross profit, utilization, backlog, forecasting, and margin performance.

Key Responsibilities

Lead and mentor Program and Project Managers across a portfolio of concurrent client engagements.

Own portfolio governance, project intake, prioritization, tracking, risk management, and strategic alignment.

Manage resource allocation across programs based on business priorities, delivery needs, and risk.

Establish operating rhythms including portfolio, risk, financial, and delivery health reviews.

Own portfolio financial performance including revenue forecasting, gross profit, utilization, backlog, and margin improvement.

Build trusted client relationships and lead portfolio-level stakeholder communication and escalation management.

Monitor critical dependencies, remove delivery obstacles, and drive resolution of portfolio-level risks/issues.

Create executive dashboards and reporting covering portfolio health, workload, performance, risks, and strategic insights.

Drive continuous improvement across delivery practices, governance, team efficiency, and client experience.

Required Qualifications

10+ years of program/project management experience.

5+ years leading large, complex, cross-functional IT or infrastructure programs.

Experience in Professional Services and/or Managed Services delivery environments.

Demonstrated experience leading Program Managers and Project Managers.

Strong multimillion-dollar portfolio/program budgeting, forecasting, and financial reporting experience.

Working knowledge of IT infrastructure, governance, risk management, and program planning.

Strong client-facing leadership, executive communication, conflict resolution, and emotional intelligence.

Experience with planning/reporting tools such as MS Project, Smartsheet, and/or Power BI.

Bachelor's degree in business, engineering, or related field.

Preferred

MBA or advanced degree.

PMP, PgMP, Agile, SAFe, or ITIL certification.