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Finance Domain Portfolio Manager

Role Purpose

This role is accountable for; demand & capacity management of the domain specific change portfolio, effective full lifecycle delivery from idea & business case through to implementation & adoption, and governance of the portfolio supported by our Strategic Transformation Office (STO) Additionally, they will build and maintain relationships with stakeholders across the organisation—from senior executives to operational teams—ensuring seamless communication, alignment, and buy-in.

The Domain Portfolio Manager will not only directly manage project resources but also inspire and lead cross-functional teams. They will develop a culture of accountability, collaboration, and high performance.

By combining both strategic insight and tangible execution, this leader will play a pivotal role in driving successful outcomes across multiple high-impact change initiatives, positioning the organisation for long-term success.

Key Responsibilities

  • Manage Risk to ensure successful delivery: Proactively identify, assess, and manage risks and issues across the portfolio, creating mitigation strategies and contingency plans to ensure on-time and within-budget delivery of change initiatives.
  • Stakeholder Management: Establish and manage strong relationships with key stakeholders to ensure clear, consistent communication and alignment on the status and outcomes of change initiatives.
  • Leadership: Lead, mentor, and develop cross-functional teams aligned to your domain, fostering a culture of collaboration, accountability, and high performance.
  • Capacity management: Oversee resource allocation across the change portfolio, ensuring teams have the necessary skills and capacity to deliver on time and within budget, while balancing competing priorities effectively.
  • Strategic Alignment: Ensure the finance domain change portfolio is aligned with the organisation’s strategic goals, priorities, and business objectives, and support the prioritisation of initiatives based on business impact and resource availability.
  • Governance and control: Maintain comprehensive portfolio performance dashboards and regular reporting to senior leadership, highlighting progress, risks, and potential bottlenecks across all change initiatives.
  • Financial control: Manage the financials of the change portfolio, including budget tracking, cost control, and ensuring the delivery of business value relative to financial investment in change programs
  • Change Delivery & Continuous Improvement: Drive continuous improvement in change management processes, methodologies, and tools, ensuring that lessons learned from past initiatives are applied to enhance future portfolio delivery.

Knowledge, experience, skills and abilities

Proven experience of managing complex change portfolios in a Financial Services environment, ideally insurance or adjacent with knowledge of the regulator (PRA and FCA).

 Technical

  • Good working knowledge and fluency in the finance business domain
  • Established knowledge of change delivery approaches
  • Proven experience of managing complex change portfolios
  • Translating business strategy to tangible delivery portfolios and seeing them through to completion

Personal

  • Building and maintaining strong relationships with senior executives
  • Line managing high performing teams
  • Ability to persuade and influence both directly and indirectly
  • Strong organisational skills
  • 28 days’ annual leave plus bank holidays
  • Pension
  • Insurance for Travel, Private Medical, Critical Illness, Life Assurance and Income Protection
  • Save As You Earn (SAYE)
  • Bonus
  • Flexible Working
  • Dress for your Day
  • Cycle to Work
  • Fruit and snacks
  • Company events

And more

Average salary estimate

$100000 / YEARLY (est.)
min
max
$80000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Finance Domain Portfolio Manager, PIC

Are you ready to make a significant impact in the finance industry? We are looking for a passionate Finance Domain Portfolio Manager to join our dynamic team! In this role, you will be the heartbeat of our change portfolio, responsible for everything from demand and capacity management to successful implementation and adoption of projects. Your ability to build and maintain relationships with key stakeholders—from senior executives to ground-level operational teams—will be essential in fostering seamless communication and driving alignment across the organization. As the Finance Domain Portfolio Manager, you will not only lead and inspire cross-functional teams but also cultivate a culture of accountability and high performance. You will be at the forefront of managing project resources, ensuring that our initiatives align with the organization’s strategic goals and priorities. Your skills in risk management and resource allocation will play a pivotal role in the success and on-time delivery of our change initiatives. You will tackle challenges head-on while leading teams to navigate complex portfolios in the financial services landscape. If you thrive in an environment that emphasizes strategic insight combined with hands-on execution, we want to hear from you. This is an incredible opportunity to position our organization for long-term success and make your mark in the finance domain. Join us in driving successful outcomes and continuous improvement in our change management processes, and be part of a team that values collaboration, growth, and innovation.

Frequently Asked Questions (FAQs) for Finance Domain Portfolio Manager Role at PIC
What are the main responsibilities of a Finance Domain Portfolio Manager?

As a Finance Domain Portfolio Manager, you will be responsible for managing the demand and capacity of the change portfolio, ensuring effective full lifecycle delivery from idea to implementation. This includes risk management, stakeholder engagement, leadership of cross-functional teams, and maintaining the alignment of projects with the organization's strategic goals. You will also oversee financial management and governance of the portfolio.

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What qualifications do I need to become a Finance Domain Portfolio Manager?

To become a Finance Domain Portfolio Manager, candidates typically need significant experience in managing complex change portfolios within the financial services environment, especially in insurance or similar sectors. A strong understanding of finance business domains and change delivery approaches is essential, alongside proven abilities in stakeholder management and team leadership.

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How does the Finance Domain Portfolio Manager contribute to project success?

The Finance Domain Portfolio Manager plays a critical role in project success by proactively identifying and managing risks, ensuring clear communication with stakeholders, and fostering a high-performance culture within the teams. They match project resources with business goals to ensure timely and within-budget delivery, which ultimately leads to successful outcomes.

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What skills are essential for a Finance Domain Portfolio Manager?

Essential skills for a Finance Domain Portfolio Manager include strong organizational capabilities, effective communication, stakeholder management, risk assessment, and financial acumen. Additionally, leadership skills to inspire and guide cross-functional teams are crucial for fostering a culture of collaboration and high performance.

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What benefits come with the Finance Domain Portfolio Manager position?

The benefits of the Finance Domain Portfolio Manager position include 28 days of annual leave plus bank holidays, pension plans, comprehensive insurance coverage, flexible working arrangements, and various perks like cycle-to-work schemes and company events. This role is designed for work-life balance and employee well-being.

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Common Interview Questions for Finance Domain Portfolio Manager
Can you describe your experience managing complex change portfolios?

In answering this question, provide specific examples of projects you have managed, detailing your role, the challenges faced, and the successful outcomes achieved. Illustrate your problem-solving approach and how you ensured alignment with strategic goals.

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How do you prioritize projects within a change portfolio?

Discuss your method for assessing project impact, resource availability, and alignment with business objectives. A structured approach using prioritization frameworks can be a solid way to showcase your strategic thinking.

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How do you handle conflicts or misunderstandings among stakeholders?

Highlight your communication skills and detail a situation where you successfully resolved a conflict. Emphasize the importance of active listening, understanding perspectives, and finding common ground.

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What tools do you use for portfolio management?

Mention specific tools or software that you have used for tracking projects, managing resources, and reporting performance. Be sure to explain how these tools enhance your efficiency and effectiveness as a manager.

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Can you provide an example of a risk you identified and mitigated?

Choose a relevant example where you proactively identified a significant risk, describe your assessment process, and explain the steps you took to implement a mitigation strategy. This shows your ability to manage uncertainties effectively.

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How do you ensure continuous improvement in change delivery processes?

Discuss your approach to learning from past initiatives—mention how you gather feedback, analyze outcomes, and apply lessons learned to future projects. Life-long learning in project management is crucial.

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What strategies do you use to motivate your team?

Speak about your leadership style and how you create an empowering environment for your team. Highlight strategies, such as setting clear goals, recognizing achievements, and encouraging professional development.

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How do you align project goals with organizational objectives?

Emphasize your understanding of the organization’s overall mission and goals. Discuss how you ensure the projects you manage directly support these objectives through regular communication and strategic planning.

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What is your approach to financial management within a portfolio?

Outline your experience in budget tracking, cost control, and evaluating project ROI. Explain how these elements contribute to the overall success of the portfolio and align with business value.

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Describe a time when you had to lead a cross-functional team.

Provide a concrete example of a cross-functional team you led, detailing the objectives, the roles of various team members, and how you facilitated collaboration and communication among diverse stakeholders.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 6, 2025

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