The Manager, Technology Portfolio Planning is a critical contributor to Technology Solutions (TS) operations and planning. In the role, you will lead planning activities to support business case development, technology intake / demand management, and estimation processes for our strategic platforms and business-aligned applications. You will partner closely with technology and business leadership to proactively design and assess opportunities to deliver business benefits. This role is a unique opportunity to shape our technology direction and long-term strategic planning at Definity, while also ensuring alignment with overall TS Strategy and Architecture. In addition to planning, you will lead proof-of-concept and discovery intake to identify and assess new technology capabilities (e.g., GenAI) to enable future business use cases.
Strategy & Portfolio Management:
- Lead TS intake requests, ensuring that business cases are developed within estimation guidelines, architecture strategy, and value management practices.
- Execute on estimation framework and processes to develop business case projects to support capital planning and prioritization.
- Support Director, Portfolio Planning with outlining platform architecture direction and strategy as part of the Portfolio planning cycle and on-going multi-year roadmap updates.
- Support TS senior leadership with articulating intake and portfolio planning performance at Quarterly Business Reviews and applicable TS Steering Committees
- Partner with business and TS leaders to explore new technologies and business capabilities through 3rd party vendor solutions and strategic partnerships.
- Support senior TS leaders with integrating business capability and business architecture practices into technology portfolio management practices.
Technology Portfolio Delivery:
- Facilitate Technology due-diligence and requirements gathering for portfolio initiatives, including intake.
- Be the point-of-contact for Technology intake requests, including leading initiatives to support business and technology proof-of-concepts, architectural assessments, and project estimates.
- Ensure operational processes are in place to support TS engagement between Architecture, Business-Aligned Delivery Teams, and Information Security.
- Provide guidance, advisory services, and identify technology risk for upcoming business and technology projects, strategies, and roadmaps.
- Partner with executive sponsors to evolve strategic initiatives into business cases.
- Ensure that TS solutions align to Enterprise Architecture strategy and long-term objectives.
Relationship Management:
- Collaborates with TS executives and leaders to ensure alignment of priorities, approaches, and activities
- Collaborates with peers to achieve overall TS and Definity objectives
- Uses influence and negotiation skills to achieve TS priorities and goals
- Provides insight, information and recommendations related to portfolio management and technology strategy as needed to manage relationships with business leaders and stakeholders
WHAT DO YOU BRING TO THIS ROLE?
- University degree or college diploma in business administration, engineering, computer science, information systems, or a related discipline
- 5+ years of experience in financial services across technology delivery and strategy functions
- 5+ years of hands-on experience developing business cases to support planning and decision making
- 3+ years of experience in technology management consulting
- 3+ years of experience in project portfolio management or related roles managing / prioritizing initiatives to implement technology or business strategy
- 3+ years of experience implementing technology platforms or solutions in financial services, including a working and practical knowledge of applying Agile and Waterfall delivery frameworks in matrix organizations
- Experience in Canadian P&C insurance is considered an asset
- Deep experience in independently developing and articulating / presenting technology strategy and roadmaps with C-level executives (e.g., CIO)
- Experience in leading internal consulting engagements within technology or business organizations (e.g., current-state and target-state analysis, business architecture, technology gap analysis etc…)
- Experience in supporting business and technology RFPs and RFIs
- Experience in partnering with external consultants and partners to develop strategies
- Demonstrated ability to interpret technology trends as a foundation for technology and product roadmaps
- Ability to work closely with both business and technical resources at all levels
- Ability to document, analyze and recommend technology solutions that improve overall business profitability and business/technology operating effectiveness
- Strong analytical thinking and planning skills with the ability to work in a dynamic, complex, fast-paced environment, to adapt quickly and to manage changing priorities
- Self-motivated and proactive, with respect to both managing workload and professional development
- Demonstrated leadership ability and initiative, where independent thinking and action is a constant
- Strong business and consultative skills to bridge the dialogue between long-term business decisions and technology architecture direction
- "Bilingual" in business and technology communication skills with the ability to articulate the business value of technology to both technical and non-technical stakeholders
- Collaborate across all levels while respectful to opinions and sharing of information, grounded in data and research
- Ability to influence and effectively negotiate with stakeholders
- Demonstrated ability to effectively lead a team in delivering timely and high-quality outputs
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