Capital Markets Portfolio Manager

Role Description

Lead and build-out the management of a high-performing Portfolio Management Office for Markets Technology. This role is responsible for establishing governance, portfolio management, delivery standards, financial oversight, and executive transparency across a complex global technology organization.

This is not a traditional PMO role. We are seeking a senior leader who has successfully built delivery organizations before, can influence at executive levels, navigate complex organizational dynamics, and drive accountability across highly matrixed teams.

Role Objectives

Build the Portfolio Management Office

• Design and implement the operating model, governance framework, reporting standards, and delivery disciplines.
• Establish scalable processes for portfolio management, prioritization, planning, financial management, and risk oversight.
• Build credibility for the Portfolio Management Office as a trusted advisor to senior leadership.

Portfolio Governance & Executive Engagement

• Lead portfolio reviews, steering committees, and executive governance forums.
• Provide transparency into delivery status, risks, dependencies, capacity, and investment decisions.
• Drive alignment across Technology, Business, Operations, Risk, Finance, and Control functions.

Delivery Excellence & Accountability

• Improve execution discipline across programs, projects, and strategic initiatives.
• Ensure clear ownership, effective escalation, and proactive risk management.
• Establish standards for planning, reporting, forecasting, dependency management, and benefits realization.

Financial & Resource Management

• Oversee portfolio budgets, forecasts, investment tracking, contractor spend, and resource planning.
• Support prioritization and funding decisions through data-driven analysis and governance.

Leadership & Organizational Influence

• Partner with senior executives to resolve complex delivery challenges and organizational barriers.
• Operate effectively in politically complex environments, influencing outcomes without direct authority.
• Build and develop a high-performing team while raising delivery maturity across the organization.

Qualifications and Skills

• 15+ years leading enterprise technology delivery, PMO, portfolio management, or transformation functions.
• Demonstrated experience building or transforming PMO, Portfolio Management, or Delivery Office organizations.
• Strong executive presence with experience engaging senior leadership and steering committees.
• Proven ability to influence stakeholders and drive change in complex, matrixed organizations.
• Experience with financial governance, portfolio planning, investment management, and delivery oversight.
• Capital Markets experience strongly preferred.
• Experience leading global teams across multiple regions.

Ideal Candidate

A seasoned delivery executive who has built delivery organizations before, understands how to create structure and accountability at scale, and can successfully navigate the organizational and political realities of a large financial institution. This individual is a builder, influencer, and operator who can establish lasting delivery capabilities while serving as a trusted partner to senior leadership.

Success Measures

• A respected, high-functioning Portfolio Management Office is established.
• Leadership has clear visibility into portfolio health, risks, investments, and capacity.
• Delivery accountability, governance, and execution consistency improve across the organization.
• Strategic initiatives are prioritized and delivered with greater predictability and transparency.

Additional Requirements

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.