Director, Portfolio Execution, PMO

Job Description:

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. 

The Job/What You'll Do:

The Director of Portfolio Execution will be an experienced strategic leader within the Project Management Office (PMO) responsible for managing and implementing a portfolio of projects to accelerate winning outcomes for AssetMark by delivering on the organizational strategy to grow and scale, and enable AssetMark to achieve our goals. This position will be responsible for optimizing project portfolios, collaborating with cross-functional teams, guiding product roadmaps, and championing best practices in PMO management. They will be responsible for the execution of the project portfolio including overall health, growth, adherence to governance protocols, maintenance, and profitability of a portfolio of projects that have been assigned to the PMO for development and execution. This includes project portfolio chartering, execution oversight, quality control, policy compliance, budget management, project closures, and continuous improvement The successful candidate will be accountable for leading and staffing a team of experienced program and project managers responsible for ensuring the timely and successful delivery of programs and projects, while achieving ROI and high project team engagement. Experience engaging at all levels of an organization is essential. Extensive experience leading complex, cross functional programs and projects, along with a proven track record and deep comprehension of portfolio execution management, is critical.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

• Provide oversight and leadership for the project portfolio to execute corporate initiatives while maximizing value and return on investment.
• Collaborate with cross functional departments to manage and optimize enterprise-wide project capacity, resource allocation and utilization, and project launch sequencing based on business priorities and timelines.
• Drive the development and execution of comprehensive portfolio implementation plans based on business prioritization to meet strategic goals.
• Facilitate project chartering phase to define overall solution based on approved business case including project schedules, budgets, staffing requirements, milestones, deliverables, and ROI requirements.
• Oversee and manage execution phase schedules, forecasting, budgets, milestones, and deliverables for a portfolio of projects that meet business needs while building scale and reducing overall operating costs.
• Identify potential risks, develop risk mitigation strategies, and implement remediations as needed to ensure successful project delivery.
• Communicate with senior management, project stakeholders, and customers on portfolio financials, ROI performance, delivery status, risks, issues, and issue resolution.
• Supervise project post-completion auditing and issues identification and remediation.

• Measure project stakeholder and customer satisfaction levels via stakeholder-customer satisfaction surveys, analysis, evaluation. Work with PMO leaders to address issues and apply lessons learned to continuous improvement efforts.

• Maintain and measure key performance indicators (KPIs) to evaluate the success and effectiveness of the project portfolio execution.
• Analyze KPI data to identify areas for enhancement and drive continuous improvement initiatives within the PMO, focusing on project execution efficiency.
• Accountable for PMO Charter metrics at two levels:
  • Project: measured by ROI achievement, budget attainment, schedule variance, customer value, scope adherence, project audit results, and resource utilization.
  • Individual: measured by project utilization, delivery responsibility, stakeholder feedback, policy compliance, position competence.
• Focus on client outcomes, problem solving, cooperating, and communicating with the rest of the organization to achieve shared success.
• Cultivate and maintain long-term, collaborative relationships with executive leadership, stakeholders, strategic business partners, development teams, and critical vendors to understand business needs, define and execute product roadmaps, and ensure software solutions meet or exceed expectations.
• Develop and maintain comprehensive understanding, certification, and compliance in all AssetMark PMO operations including project management tools, practices, policies, guidelines, and requirements.
• Govern the appropriate organization structure, goals, performance standar