Hybrid: Vienna, VA

Portfolio & Value Manager 

Join our client's dynamic team as a strategic Portfolio & Value Manager. In this role, you'll ensure initiatives align perfectly with member needs, team member success, and enterprise strategy while delivering measurable outcomes.

What You'll Do

As a Portfolio & Value Manager, you'll be the driving force behind value-based decisions throughout the portfolio lifecycle—from creative ideation to successful implementation. You'll translate strategy into action, ensure investment-ready initiatives, anticipate risks, and provide crucial visibility into portfolio health across the enterprise.

Responsibilities:

Strategic Partnership

• Partner with business, technology, and governance leaders to translate strategic themes into initiatives with clear value hypotheses
• Coach leaders to enhance portfolio fluency and stewardship capabilities
• Navigate organizational dynamics, address resistance, and adapt messaging to influence stakeholders at all levels

Intake & Discovery

• Evaluate initiative submissions for readiness, proper segmentation, and value clarity
• Lead epic discovery by framing business problems, identifying risks early, and confirming investment readiness
• Step in as discovery coach when momentum slows or clarity is needed
• Ensure discovery outcomes are achieved for all investment candidates

Investment & Prioritization

• Provide expert guidance on segmentation, prioritization, and sequencing while balancing strategic priorities with portfolio capacity
• Apply analytical judgment to evaluate initiative value, viability, feasibility, and risks
• Coordinate portfolio adjustments when delivery demands require scope changes

Implementation Oversight

• Monitor implementation to ensure alignment with intended value, scope, and impact
• Anticipate necessary pivots, escalate portfolio risks, and recommend course corrections
• Collaborate with Product Managers, Delivery Managers, and Change Leaders to maintain outcome clarity during execution

Value & Impact

• Frame and track value expectations with stakeholders, focusing on measuring outcomes rather than just outputs
• Conduct post-implementation value realization reviews and incorporate learnings into future portfolio cycles
• Provide governance bodies and executives with insights into realized outcomes and key lessons

Visibility & Insights

• Prepare comprehensive strategic portfolio health reviews and maintain Strategic Business roadmaps
• Track and report portfolio status and progress toward initiative execution, including milestones and metrics
• Synthesize insights across intake, discovery, and implementation to highlight enterprise patterns and value signals
• Create executive-ready narratives that connect initiatives, enabling informed strategic decision-making
• Analyze portfolio data to identify risks, inform prioritization, and highlight resource constraints
• Build and maintain relationships with business units, team members, management, and external partners

Qualifications and Education Requirements:

• Bachelor's degree in Business, Finance, Strategy, or related field (or equivalent combination of education and experience)
• SAFe Lean Portfolio Management Certification (or equivalent)
• Experience with portfolio management, product management, and executive communication

Experience

• Proven ability to manage and advise large, enterprise-wide portfolios or initiatives, preferably in financial services
• Deep knowledge of portfolio management methodologies, strategic planning, and value realization practices
• Strong understanding of Agile, Lean Portfolio Management, and value delivery models
• Experience in product development, portfolio governance, executive communication, and strategic value realization

Core Skills

• Analytical Judgment: Ability to evaluate initiative viability, value, and trade-offs with clarity
• Executive Storytelling: Skill in synthesizing insights into concise, compelling narratives for senior leaders
• Stakeholder Navigation: Ability to influence across power centers, adapt messaging to organizational dynamics, and coach leaders
• Strategic Thinking: Systems orientation that connects initiatives, teams, and outcomes to frame enterprise-level insights
• Data Literacy: Capability to translate business, financial, and delivery data into actionable strategic insights
• Collaboration & Facilitation: Advanced ability to negotiate, resolve conflicts, and build consensus to ensure adoption of change
• Adaptability: Skill in managing multiple priorities in dynamic environments, operating effectively both independently and in teams

CC Pace is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or any other protected characteristic under federal, state, or local laws.

CC Pace are committed to employing only candidates who are legally authorized to work in the United States. For us to comply with the Immigration Reform and Control Act of 1986, all new employees, as a condition of employment, must complete the Employment Eligibility Verification Form I-9 and provide documentation that establishes identity and authorization to work. E-Verify will be used for employment verification as part of your onboarding process.