Director, Project Management

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Director of Project Management provides project planning and project portfolio management for all departments within the Credit Union to ensure thorough, comprehensive planning for major Credit Union initiatives and timely, efficient completion of projects.  This position is accountable for reporting to senior management on the status of active projects and advising senior management of plan changes/modifications to ensure quality results for the organization. This role provides strategic direction on project methodologies, prioritization, resource planning, workload, and progress through key metrics and reporting. Provides leadership, direction, and coaching to teams(s) and team members while partnering with business and executive stakeholders to accomplish program objectives.

Essential Functions and Responsibilities

• Implements and administers end-to-end project portfolio management across multiple delivery streams, ensuring high-quality delivery while meeting or exceeding project performance measures and other measures consistent with our project stakeholder requirements.
• Establishes and/or updates delivery and reporting standards, establishment and management of key performance indicators, and other management practices and processes in alignment with our strategic goals and objectives, including integration with the annual planning and budgeting processes.
• Accountable for organization-wide education of PMO policies, procedures, standards, and consistent application across the entire portfolio of projects; regularly engages with all levels of leadership regularly engages with all leadership levels on strategy delivery and portfolio governance performance.
• Leads the corporate project management portfolio for the organization by coordinating through business units and shared services functions such as Training, Marketing, Information Technology, Operations, Security, Member Experience and Human Resources.
• Drives and facilitates the progress of shared assignments/projects for large-scale projects, processes, or programs across departments; drive and oversee optimization of performance, quality, and cost of the delivery function by defining and implementing proper resourcing, utilization, and increasing automation and process efficiencies.
• Directs a team of Program/Project Managers and support staff, responsible for controlling, directing, and developing multiple projects simultaneously and championing alignment to the applicable strategies and adherence to them. 
• Responsible for identifying and tracking performance, coaching, and training needs and motivating direct reports and work groups.
• Partners with the Project Governance Program Manager to gain complete understanding of the company's corporate project intake and governance management policies and procedures and is responsible for ensuring corporate governance policies and procedures are adhered to within projects and programs.
• Identifies complex project risks, leads project reviews with senior executives, develops risk mitigation and contingency plans with PMO and line of business leaders, and implements action plans to reduce or eliminate project risks for the Credit Union.
• Responsible for communicating with senior executives within the organization regarding project interdependencies, risks, and resource constraints.
• Develops and facilitates strategic project and operational planning and implementation processes to assure that management is knowledgeable about the processes, goals, objectives, and strategies regarding project portfolio performance.
• Provides oversight of the development and maintenance of project management methodologies, including Waterfall, Agile, and Scrum, and associated processes, tools, and procedures.
• Monitors project progress and prepares reports to senior management on project portfolio status, established timelines, and expected results.
• Suggests project portfolio changes/modifications to meet changing operating conditions/constraints and/or changing organization objectives.
• Prepares and monitors annual budgets for assigned responsibilities.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

• Must have expert knowledge and a demonstrated understanding of the general interoperability of financial industry business systems and processes, as well as current knowledge and a general understanding of financial product/service advancements and operating trends
• Must have strong knowledge of project planning and management techniques, including Waterfall, Agile, and Scrum. 
• Must be familiar with process mapping, business analysis, and systems analysis
• Must have the ability to understand all business processes within the credit union, as well as understanding the underlying technologies supporting those business processes
• Must be highly skilled in facilitation, requirements gathering, documentation, and testing
• Must have superior interpersonal skills; ability to get along with diverse personalities and manage conflict and overcome objections
• Strong analytical and problem-solving skills required, with the ability to research issues, summarize findings, and make meaningful recommendations
• Must be flexible and able to shift resources and priorities as required
• Should possess a strong commitment to providing excellent service to Truliant’s members, both internal and external

Education and Background

• Bachelor’s degree in Business or Finance, or related field or equivalent work experience required
• Minimum of 10 years experience required as a project/program manager leading complex enterprise initiatives within the banking/credit union industry
• Must have at least 5 years of previous management experience leading a Project Management Office utilizing Waterfall, Agile, and Scrum management techniques
• Must have experience managing, teaching, and coaching other Project Managers
• Must have experience in developing and managing a project oversight process at the project and enterprise-wide level
• Project Management certification required
• Six Sigma Black Belt preferred

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! 

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching  
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account