Job Profile Summary

The Director of the Enterprise Project Office (EPO) leads a team of relationship managers, project managers, and business analysts responsible for governing, prioritizing, and delivering strategic initiatives across the Bank. This role ensures consistent project execution, strong business and technology partnership, disciplined prioritization, and measurable value delivery. The Director also introduces emerging best practices—such as enhanced intake processes, value‑focused prioritization, modern tooling, and continuous improvement—to mature the Bank’s delivery capability while preserving essential governance, regulatory control, and execution stability.

Essential Duties & Responsibilities

Enterprise Governance & Portfolio Management

• Oversees the enterprise project portfolio, ensuring alignment to corporate strategy, revenue optimization, risk reduction, operational improvement, and regulatory priorities.
• Chairs Project Committee and Project Steering Committee; provides clear, consistent visibility into project status, risks, capacity constraints, and resource needs.
• Maintains and continuously improves project management methodology, introducing lightweight, modern practices such as enhanced intake, risk‑based prioritization, and benefits realization.
• Partners with business and technology leadership to ensure the portfolio is prioritized based on value, risk, regulatory need, and capacity.

Strategic Leadership & Business Partnership

• Develops and executes a three‑year EPO strategy aligned to corporate goals, incorporating modern delivery concepts (e.g., outcome measures, increased transparency, streamlined processes).
• Acts as a key liaison between business units and technology teams to ensure clarity of needs, alignment of priorities, and delivery of business value.
• Plays a primary leadership role in merger and acquisition integration to ensure timely, controlled conversion with minimal customer impact.

Delivery Excellence & Continuous Improvement

• Provides leadership across project planning, coordination, and execution, ensuring predictable delivery of scope, schedule, and budget.
• Implements modern intake and prioritization practices (e.g., problem statements, value framing, risk/urgency mapping) to strengthen decision‑making.
• Introduces incremental enhancements to delivery processes—such as improved dashboards, flow‑based metrics, or cadence reviews—without disrupting established practices.
• Supports adoption of more data‑driven reporting, including project health dashboards, resource views, and portfolio insights.

Financial Stewardship & Reporting

• Partners with senior leadership on capital planning for strategic initiatives; contributes to budgeting and forecasting processes.
• Ensures value delivery is monitored, documented, and communicated; introduces lightweight benefits realization where appropriate.
• Tracks and reports Playbook action items and strategic progress.

Risk, Compliance & Operational Control

• Ensures project practices incorporate regulatory, audit, cybersecurity, and operational risk requirements.
• Maintains governance structures that are thorough yet adaptable as the organization modernizes; ensures evidence‑ready documentation and traceability.

People Leadership

• Manages managers overseeing a team of 15–30 associates.
• Responsible for hiring, coaching, performance management, workload balancing, policy/procedure documentation, and career development.
• Builds capabilities in project management, business analysis, communication, and emerging practices such as structured intake, value framing, and change management.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Master’s degree or equivalent experience; 8–10 years of relevant project/portfolio leadership experience
• Financial services background required
• Strong verbal and written communication skills with the ability to engage all levels of management
• Proficiency in Microsoft Office (Word, Excel, Access, PowerPoint) and project management tools
• Ability to read and interpret complex technical, financial, and regulatory materials
• Strong analytical and problem‑solving skills; ability to make sound recommendations
• Understanding of project management and intake tools (e.g., MS Project, Smartsheet, or similar)
• PMI and ITIL Foundations certifications highly desired

Preferred Experience

• Experience maturing an EPMO/EPO or introducing improved intake, prioritization, and portfolio practices
• Familiarity with value‑based prioritization, benefits realization, or outcome‑driven planning
• Exposure to Agile or hybrid delivery models (Scrum, Kanban) in a regulated environment
• Understanding of modern collaboration and work‑management tools (Jira, ADO, Smartsheet, M365)
• Experience enhancing transparency with dashboards or flow‑based insights
• Knowledge of cloud, SaaS, vendor management, or modern delivery tooling (not required)
• Experience leading incremental change and supporting organizational adoption

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform the essential job functions.
• Ability to read and interpret a document if required to perform the essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.