Portfolio Management Consultant

Pacific Life Insurance Company$167K — $204K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in portfolio, program, or project management roles.
  • 4-year degree or equivalent experience.
  • Expertise in managing complex portfolios in a matrixed environment.
  • Strong executive communication and stakeholder management skills.
  • Experience with project and portfolio management methodologies.
  • Analytical skills for synthesizing insights to support decision-making.
  • Familiarity with tools like Planview, Smartsheet, Azure DevOps, and Jira.

Responsibilities

  • Lead portfolio governance forums for investment prioritization.
  • Translate strategies into integrated portfolio roadmaps.
  • Support the entire portfolio lifecycle and benefits realization.
  • Identify risks and trade-offs through market awareness.
  • Collaborate with leaders across functions to ensure project execution aligns with objectives.
  • Develop and improve portfolio management standards and practices.
  • Provide insights and recommendations based on portfolio performance analysis.

Benefits

  • Comprehensive health coverage including Medical, Dental, and Vision.
  • Generous paid time off and holiday schedules.
  • Paid parental leave and adoption assistance program.
  • Competitive 401k with company match and additional contributions.
Full Job Description
Job Description:

We9re actively seeking a talented Project Portfolio Management Consultant to join our Portfolio and Program Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As a Project Portfolio Management Consultant, you9ll move Pacific Life - and your career - forward by leading portfolio management practices that ensure the right initiatives are prioritized, monitored, and executed in alignment with strategic objectives, business value, and capacity. This P5 consultant role is recognized as an expert-level individual contributor within and beyond the function. You will fill a role within the Workforce Division, partnering with project, program, portfolio, product, finance, strategy, business, and technology leaders to strengthen portfolio governance, forecasting, roadmap visibility, and decision-making discipline.

How you9ll help move us forward:

  • Lead portfolio management rhythms and governance forums that help senior leaders prioritize investments, track health, and make timely trade-off decisions.


  • Translate divisional and functional strategies into integrated portfolio roadmaps that connect demand, funding, capacity, dependencies, milestones, risks, and expected outcomes.


  • Support the end-to-end portfolio lifecycle, including planning, initiation, prioritization, resource and capacity inputs, execution monitoring, benefits realization, and value tracking.


  • Translate Workforce Division strategies into actionable portfolio initiatives that advance growth, innovation, operational excellence, and measurable business outcomes.


  • Maintain awareness of business, market, and operational trends to help identify portfolio opportunities, risks, and trade-offs.


  • Partner with business, finance, strategy, technology, product, program, and project leaders to ensure project and program work is prioritized, monitored, and executed in support of strategic objectives and business value.


  • Develop and continuously improve portfolio management standards, practices, templates, reporting, and operating routines to advance PPM maturity across the organization.


  • Analyze portfolio performance, capacity, financials, risks, issues, and dependencies to surface insights, options, and recommendations for decision-makers.


  • Drive transparency across portfolio health, value realization, and delivery confidence through concise executive-ready communications, dashboards, summaries, and decision materials.


  • Act as a trusted advisor and thought partner to stakeholders, applying broad business perspective and portfolio expertise to solve complex, cross-functional challenges.


  • Coach and guide colleagues with less experience, helping teams adopt consistent practices while adapting approaches to business context and delivery needs.


The experience you bring:

  • 10+ years of experience in portfolio management, program management, project management, strategic planning, governance, or related business transformation roles.


  • 4-year degree or equivalent experience.


  • Demonstrated expertise in managing or enabling complex portfolios of initiatives across business and technology teams in a matrixed environment.


  • Proven ability to interpret internal or external business issues and recommend process, product, service, or operating model improvements with broad business impact.


  • Strong knowledge of portfolio and project management methodologies, techniques, and best practices, with the ability to apply them pragmatically across business contexts.


  • Strong executive communication, facilitation, prioritization, and stakeholder management skills, with the ability to influence decisions without direct authority.


  • Experience with portfolio governance, integrated roadmapping, demand intake, prioritization, capacity planning, dependency management, financial stewardship, risk management, and value tracking.


  • Strong analytical skills, including the ability to synthesize quantitative and qualitative inputs into clear insights, options, and recommendations.


  • Experience using portfolio, project, and collaboration tools such as Planview, Smartsheet, Azure DevOps, Jira, Confluence, Microsoft Project, SharePoint, Teams, OneNote, PowerPoint, or similar platforms.


  • Experience in regulated industries such as insurance, financial services, healthcare, or similar environments preferred.


What makes you stand out:

  • Project Management Professional (PMP), Program Management Professional (PgMP), Portfolio Management Professional (PfMP), or PMI Agile Certified Practitioner (PMI-ACP).


  • SAFe Agilist (SA), Lean Portfolio Management, Certified ScrumMaster (CSM), Certified Scrum Professional (CSP), or similar Agile / Lean certification.


  • Experience in implementation and rollout of Portfolio Management and Project Portfolio Management tools such as Planview, Clarity or similar platforms.


  • Experience implementing or maturing portfolio governance, cross-portfolio planning, value management, and executive portfolio reporting practices.


  • Consulting experience or demonstrated ability to advise leaders, shape ambiguous problems, and build coalitions around pragmatic solutions.


  • Demonstrated ability to build a compelling narrative, facilitate working sessions, influence senior leaders, and help drive decisions to conclusion in ambiguous environments.


  • Advanced executive storytelling, data visualization, and decision support capabilities.


What Success Looks Like:

  • Portfolio decisions are grounded in clear strategy, capacity, value, risk, dependency, and funding insights.


  • Roadmaps and governance routines remain current, useful, and actionable - not theoretical.


  • Leaders have timely visibility into portfolio health, trade-offs, and decisions needed to maintain momentum.


  • Teams use consistent portfolio practices while adapting execution approaches to business context.


  • Risks, issues, and dependencies are surfaced early and managed through transparent ownership and escalation paths.


  • Portfolio management maturity advances through practical standards, continuous improvement, and trusted stakeholder partnerships.


You can be who you are.

People come first here. We9re committed to an inclusive workforce. Learn more about how we create a welcoming work environment through Inclusion at www.pacificlife.com. What9s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

#LI-TM1

Base Pay Range:

The base pay range noted represents the company9s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$167,670.00 - $204,930.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we9re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we9ve got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation


You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What9s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

About Pacific Life Insurance Company

Pacific Life Insurance Company Careers

There has never been a more opportune time to join the dynamic team at Pacific Life Insurance Company—a leader in the insurance industry known for its commitment to innovation, leadership, and professional growth.

Work You’ll Do

Join Pacific Life Insurance Company’s esteemed team to assist in pioneering efforts that drive the insurance industry forward. At the intersection of technology, industry expertise, and digital innovation, Pacific Life Insurance Company stands as a beacon of transformative solutions and services. Lead in a unique position in the marketplace, leveraging deep industry knowledge and a commitment to digital innovation to enhance client experiences and outcomes. Engage with a diverse global team of business and technology advisors, helping clients navigate through their challenges with cutting-edge solutions. Collaborate with dedicated professionals who are at the forefront of integrating technology and insurance services to deliver exceptional results.

Introducing the Pacific Life Insurance Company Professional Growth and Development Initiative

The initiative aims to build a leading advisory team to guide some of the most well-known companies through their transformation journeys, utilizing innovative insurance solutions.

Do Innovative Work

Be part of a team that is not just the largest but the most knowledgeable in the insurance sector, with a focus on delivering targeted solutions through a depth and breadth of consulting experience that is unmatched.

Drive Innovation and Leadership

Work on a wide range of projects that harness the capabilities of Pacific Life Insurance Company’s robust technological and service-oriented frameworks.

Future-Proof Your Career

Advance your career with Pacific Life Insurance Company, where the opportunities for growth are vast, supported by comprehensive training, development, and certification programs.

Explore Job Opportunities and Internships

Discover various job opportunities and internship positions that allow you to bring your skills and passion to a team that values innovation and leadership. Pacific Life Insurance Company is committed to fostering a culture of diversity and inclusion, providing a platform for professional development and personal growth.

The Pacific Life Insurance Company Employment Experience

With a commitment to diversity training and a culture that promotes networking and professional growth, Pacific Life Insurance Company helps team members thrive in a supportive and dynamic environment. Clients and employees alike look to Pacific Life Insurance Company for leadership in creating industry-leading solutions that promote growth and innovation.

Stay Connected

Join the Team

Search open positions that match your skills and interests. Pacific Life Insurance Company seeks passionate, curious, creative, and solution-driven team players.

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