Position SummaryThe Operations & Technology (O&T) Administration team is responsible for the governance of the O&T portfolio, resource management, and financial management. The team oversees the Product Development Lifecycle (PDLC) and associated processes. To support these activities, the team utilizes several enterprise platforms, including:
- Clarity
- Jira
- Confluence
- Miro
- SharePoint Online
- Power Automate
Team members serve as subject matter experts (SMEs) and are responsible for governing, enhancing, and supporting the standards and processes associated with these tools.
The
Process Manager will be a key member of the team, responsible for:
- Supporting governance across multiple O&T Agile teams.
- Championing adoption and optimization of the Clarity PPM platform across the organization.
- Maintaining and enhancing processes, procedures, and governance standards.
- Leveraging Scrum Master experience to support the organization's Agile transformation efforts.
- Partnering with Scrum Masters to develop and refine metrics, reporting packages, and performance measures.
- Identifying opportunities to simplify, standardize, and automate business processes.
- Developing and delivering training programs to drive tool and process adoption.
The Process Manager will also be responsible for producing and enhancing:
- Weekly portfolio status reporting
- Weekly metrics reporting
- Monthly portfolio review materials
- Quarterly portfolio review materials
Success in this role requires the ability to extract, analyze, consolidate, and automate data from multiple sources to support decision-making and executive reporting.
In addition, the Process Manager will oversee SharePoint Online document governance, including:
- Documentation retention and lifecycle management
- Audit, Risk, and Regulatory review support
- SharePoint site structure and organization
- Documentation review processes
- Audit request management
- Retention and deletion of expired documents across O&T Administration and Project sites
The ideal candidate is self-motivated, highly organized, detail-oriented, collaborative, and capable of managing multiple priorities in a fast-paced environment.
QualificationsRequired Experience
- 5+ years of experience with Jira and Confluence
- 5+ years managing technology projects and/or applications, preferably within a financial services organization
- 5+ years of experience with Clarity or a comparable project portfolio management (PPM) tool
- 3+ years of experience with SharePoint Online
- 2+ years of experience using AI productivity tools such as ChatGPT
- Experience with Agile methodologies, including Scrum and SAFe
- Advanced proficiency with Power BI
- Advanced proficiency with Power Automate
Preferred Certifications- Certified Scrum Master (CSM)
Core Competencies- Ability to identify and leverage emerging technologies to improve business processes
- Strong process improvement and optimization experience
- Ability to evaluate governance processes and identify bottlenecks and inefficiencies
- Experience implementing process changes with minimal business disruption
- Ability to develop training materials and deliver effective end-user training
- Strong project coordination and organizational skills
- Excellent written and verbal communication skills
- Ability to influence stakeholders and drive organizational adoption of change
- Strong relationship management and teamwork skills
- Strong analytical, troubleshooting, and problem-solving skills
- Advanced PowerPoint, Excel, and Visio skills
Preferred Qualifications
- Technology project governance experience
- Understanding of risk, compliance, and regulatory requirements within financial services
- Knowledge of System and Organization Controls (SOC) and related audits
- Process optimization and continuous improvement experience
- Operational excellence experience
- Ability to develop executive-level presentations and reporting solutions
Physical Demands and Work Environment: The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Travel may be required. Candidates will report to the office three days each week. Onsite work requirements may change at any time.
