Portfolio Lead

Teachers Mutual Bank

Homebush, Sydney, NSW

Management and Change Consulting (Consulting and Strategy)

Contract/Temp

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About the Job: Join TMB as a Portfolio Lead in our dynamic Transformation Team! This exciting role reports directly to the Head of Transformation and is based at our Homebush Office. You'll be at the heart of our transformation journey, overseeing a diverse portfolio of projects and programs to drive strategic change across the organization. This role offers the perfect opportunity to leverage your strategic mindset and portfolio management expertise in a forward-thinking financial institution committed to delivering exceptional member value.

Responsibilities: Ensure all portfolio initiatives align with TMB's strategic objectives, collaborating with 'product' to create and maintain effective roadmaps and quarterly plans.

Evaluate and prioritize projects that best contribute to organizational goals and lead portfolio input to quarterly planning.

Allocate human and financial resources efficiently across the portfolio to maximize ROI.

Track performance of initiatives, identify risks, and report progress to stakeholders, including the sponsor and portfolio investment committee.

Implement comprehensive RAID management at the portfolio level, including dependency management.

Work with change and communications teams to effectively convey the portfolio vision, roadmap, successes, and learnings.

Evaluate and enhance portfolio management processes, contribute to Communities of Practice, and foster an improvement culture.

Manage portfolio team resources (internal and external) effectively while mentoring and developing staff.

Analyze the financial performance of initiatives and manage the portfolio's annual financial allocation to meet OKRs.

Maintain compliance with TMB's Portfolio and Delivery Standard, producing required documentation and artifacts.

About You

You're a strategic thinker with exceptional analytical abilities who thrives in a collaborative environment. You have a passion for driving organizational transformation and can translate complex strategic objectives into actionable initiatives. You take pride in building relationships across all levels of the organization and enjoy mentoring team members.

As an advocate for TMB's values of advocacy, passion, and sustainability, you're committed to delivering exceptional outcomes that benefit members while maintaining the highest standards of risk management and compliance.

Skills and Experience

10+ years of experience managing project portfolios or programs

Strong understanding of project management methodologies, tools, and techniques.

Completion of a related undergraduate degree, preferably with a business and/or technical background.

Qualifications within Portfolio, Program, or Project Management domain

Excellent communication and stakeholder management skills with proven ability to influence at all levels.

Demonstrated team leadership capability.

Proficiency with core toolset: MS Office, MS Project, JIRA, Confluence, SharePoint, and PPM Tools.

Deep understanding and experience with Agile practices.

Sound understanding of the retail banking industry and vendor management experience.

About us

Teachers Mutual Bank Limited is one of the largest mutual banks in Australia. We are a globally recognized socially responsible bank with profit-for-purpose as our business model and philosophy. At our bank, social responsibility is built-in, not bolted on, and drives our business practices, people, and products.

We are proud to serve some of Australia’s essential workers in education, emergency services, and healthcare. We believe they deserve a bank that does good for their community.

We have been named one of the World’s Most Ethical Companies for ten years in a row and are a Certified B Corp Bank.

Our employees embrace our organization’s values of passion, advocacy, and sustainability and contribute to a diverse and inclusive workplace culture founded on mutual respect, equality, and a focus on striving to deliver exceptional member service.

Teachers Mutual Bank Ltd. may conduct a background or reference check (or both) as part of the recruitment process. By applying, you agree to cooperate fully in those procedures and understand that an offer is subject to the satisfactory outcome of those checks, at the discretion of Teachers Mutual Bank Ltd.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

For a confidential conversation, contact Lyndsay Flett on lflett@tmbl.com.au