Portfolio Manager, Transformation

Overview

Reporting to the Head of Enterprise Delivery & Agility, the Portfolio Manager, Transformation is accountable for a portfolio of strategic investments and initiatives that drive organisational transformation and value delivery. This role ensures portfolio alignment with business objectives, optimal resource allocation, and successful delivery of outcomes across complex, interdependent programs.

The Portfolio Manager, Transformation focuses on major transformation initiatives including technology platform implementations (e.g., CRM, Workflow, AI/ML), process automation, and capability uplift programs. This role drives the strategic change agenda, ensuring transformation initiatives deliver intended benefits and enable the organisation's evolution to a modern service provider.

Key Accountabilities and main responsibilities

Portfolio Strategy & Governance

• Ensure adherence to portfolio governance frameworks, policies, and practices in alignment with organisational standards and regulatory requirements
• Develop and maintain portfolio strategy ensuring alignment with transformation objectives, business priorities, and client needs
• Act as the governance focal point for the portfolio, managing relationships with investment councils, steering committees, and executive sponsors
• Ensure transformation initiatives align with target operating model and technology roadmap

Portfolio Management & Optimisation

Manage all aspects of the portfolio lifecycle including

• Demand management and strategic alignment of initiatives
• Portfolio categorisation, evaluation, and prioritisation
• Resource capacity planning and allocation
• Execution tracking and benefits realisation
• Risk and dependency management across the portfolio
• Conduct quarterly portfolio reviews with senior stakeholders to validate priorities, assess performance, and reprioritise as business needs evolve
• Optimise portfolio composition to balance strategic objectives, risk tolerance, resource constraints, and value delivery

Performance Management & Reporting

• Provide comprehensive portfolio reporting including health status, milestone achievement, financial performance, risk exposure, and benefits tracking
• Lead deep-dive reviews of challenged initiatives, providing recommendations for continuation, rescoping, pausing, or termination
• Develop and maintain portfolio dashboards, metrics, and KPIs to enable data-driven decision-making
• Track transformation benefits realisation and report on strategic value delivery

Coordination & Integration

• Coordinate dependencies and integration points across initiatives within the portfolio and with other portfolios
• Facilitate resolution of conflicts, competing priorities, and resource constraints across the portfolio
• Partner with transformation leads, technology teams, and business stakeholders to ensure cohesive delivery
• Coordinate closely with Product, AI & Automation, and Omnichannel transformation leads

Capability & Resource Management

• Ensure availability of required skills, competencies, and resources across portfolio initiatives
• Identify capability gaps and coordinate with HR and training teams to address skill development needs
• Optimise resource utilisation across the portfolio, managing allocation to maximise value delivery

Stakeholder Engagement & Communication

• Direct the development and maintenance of portfolio communication plans and stakeholder engagement strategies
• Facilitate portfolio steering committees and governance forums
• Build and maintain strong relationships with senior leaders, delivery teams, and enabling functions
• Act as escalation point for portfolio-level issues and decisions

Continuous Improvement

• Drive portfolio management maturity through process improvement, tool optimisation, and best practice adoption
• Capture and share lessons learned across the portfolio to enhance future delivery
• Champion innovation and new ways of working within the portfolio
• The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

Experience & Personal Attributes

Essential Experience

• 7+ years in portfolio, program, or project management roles with increasing scope and complexity
• 3+ years managing portfolios in transformation, technology, or business change environments
• Demonstrated experience managing complex, interdependent initiatives with multiple stakeholders
• Proven experience leading technology transformation and platform implementation programs
• Experience with agile transformation and modern delivery methodologies
• Experience in financial services, superannuation, or highly regulated industries highly desirable

Technical Skills

• Expert knowledge of portfolio management frameworks, tools, and methodologies
• Strong financial acumen including business case development, investment analysis, and benefits tracking
• Deep understanding of technology platforms (e.g., CRM, workflow orchestration, AI/ML)
• Knowledge of digital transformation and automation technologies
• Proficiency in portfolio management tools (e.g., Clarity, Planview, ServiceNow SPM) and reporting platforms

Familiarity with multiple delivery methodologies including

• Agile frameworks (Scrum, SAFe)
• Traditional project management (PRINCE2, PMI)
• Program management (MSP, PgMP)

Leadership & Personal Attributes

• Exceptional leadership skills with ability to influence without direct authority
• Strategic thinking with ability to balance big-picture vision with detailed execution
• Outstanding communication skills, able to engage effectively from operational teams to C-suite executives
• Superior client relationship management skills with ability to manage fund client expectations
• Strong analytical and problem-solving capabilities with data-driven decision-making approach
• High emotional intelligence and stakeholder management skills
• Resilient and adaptable, able to navigate ambiguity and manage competing priorities
• Collaborative mindset with ability to build consensus across diverse stakeholder groups
• Bachelor's degree in Business, Technology, Finance, or related field
• Professional certifications highly regarded (e.g., SAFe Portfolio Manager, PgMP, TOGAF)
• Post-graduate qualifications in relevant field advantageous
• Some of our Employment Benefits
• FlexiWorks – enabling our employees to work in the office and at home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
• Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.

Talent Referral Program

Salary Sacrificing via Superannuation

Employee Assistance Program

Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support

Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft

Novated Car Leasing

Culture at MUFG Pension & Market Services

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.

Background Checks

Please note that all successful applicants are required to undergo background checks that include Police Checks and Work History Verification.