Portfolio Manager

The Portfolio Manager – Global Client Implementations and Enhancements is accountable for moving client implementation and enhancement work through the full lifecycle, from intake and demand evaluation through prioritization, solution alignment, delivery oversight, closure and outcome review. This role owns the consolidated global portfolio and leads its recurring governance, driving consistent processes across all Gallagher Bassett (GB) regions while accommodating legitimate regulatory, operational, client and market-specific requirements. The role leads portfolio-level prioritization and trade-off discussions, drives decisions and follow-through within agreed governance authority, and escalates decisions beyond that authority to the appropriate leaders. Strong executive presence, exceptional communication and broad technology understanding are essential to translating client needs into high-level IT requirements and aligning business, client and delivery stakeholders. IT delivery teams retain accountability for technical design and execution; this role owns portfolio alignment, visibility and lifecycle progression. 

Key Responsibilities: 

• Global portfolio ownership: Own and actively manage the consolidated global pipeline and portfolio of new client implementations and existing-client enhancements, ensuring complete records, accurate status and clear accountability. 

• Cross-region consistency: Drive consistent portfolio practices across all GB regions, accommodating legitimate regulatory, operational, client and market-specific requirements and documenting justified regional variations. 

• Intake and demand leadership: Own intake and evaluate demand across regions and clients. Lead collaborative discovery to clarify objectives, scope, business value, commitments and dependencies, preparing requests for prioritization and decision-making. 

• Client and technology advisory: Build trusted partnerships with executives in Client Services, Sales and Implementation teams. Explain technology options and trade-offs, guide clients toward standard offerings where appropriate, and validate feasibility, constraints, integrations, data and security with IT experts before commitments. Translate client needs into high-level IT requirements and ensure a clear handoff to delivery teams. 

• Prioritization and lifecycle authority: Prioritize and sequence work based on client commitments, business value, strategic importance, regulatory requirements, delivery capacity and technology dependencies. Drive work from intake through closure, making decisions within delegated authority and securing approvals where required. 

• Governance and process ownership: Within approximately two months of onboarding, assume ownership of recurring meetings and governance for client implementations and client-specific technology work. Lead decision forums, assign action owners and ensure follow-through. 

• Conflict resolution and escalation: Identify competing priorities, capacity constraints and cross-portfolio conflicts; facilitate trade-off decisions and document their impacts. Establish and consistently apply escalation standards for unresolved conflicts, threatened commitments, material risks and decisions requiring leadership attention. 

• Executive portfolio visibility: Own concise executive reporting across the global pipeline and active implementations and enhancements, covering portfolio health, milestones, risks, dependencies, capacity constraints and financial outlook. Highlight decisions and escalations requiring leadership attention, with recommendations and clear next steps. 

• Outcome management and improvement: Align with client and business stakeholders on objectives and success measures, monitor progress against agreed outcomes, and lead portfolio-level closure and lessons-learned reviews. Use findings to improve portfolio practices and inform future implementations and enhancements. 

Required:
Typically requires a University Degree and minimum 3 years of prior relevant experience, or equivalent experience.

Education: Bachelor’s degree or higher in computer science, Information Technology, Business Administration, or a related field, with both technical and business credentials a plus.  

Experience: Minimum of 5 years of experience in a similar role with accountability for client implementation and enhancement portfolios, demand management and lifecycle governance, preferably within the insurance industry. Demonstrated experience leading intake, prioritization, recurring governance, cross-functional trade-off decisions, escalation and executive portfolio reporting. Experience engaging business executives and clients, partnering with sales and implementation teams, translating client needs into high-level IT requirements, and tracking client and business outcomes is required. Experience managing work across global regions is preferred. 

Skills: Strong ownership, executive presence and exceptional spoken and written communication. Ability to lead collaborative processes, facilitate decisions, influence across regions and functions, resolve competing priorities, and apply sound judgment within delegated authority. Strong portfolio management, demand evaluation, prioritization, outcome tracking and escalation skills, including the ability to assess capacity, financial outlook, risks and technology dependencies. Broad understanding of enterprise applications, integrations, data and security; ability to quickly grasp client needs, ask insightful questions and translate requirements for IT. Ability to explain technology trade-offs in business terms, build trusted partnerships, produce concise executive reporting and drive continuous improvement. 

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)