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  • Contact:

    Elaine Bermudez

  • Specialism:

    Operations / Change / Transformation, Economics / Disputes / Compliance / Forensics

  • Contact phone:

    +1 646 982 1350

Reporting to the Chief Transformation Officer (CTO), The Performance Management Lead upholds a high level of visibility and is accountable for overall portfolio management (cost, outcome, status etc.) to support the optimum path to successful delivery of the programs.
This role owns and delivers to Senior Management a single view of the strategic roadmap for current and upcoming work, working with BU Transformation Partners to prioritize demand across the organization. They are held accountable for:
  • Quality, timeliness and effectiveness of portfolio reporting and insight activities.
  • Developing and fostering an innovative and continuous improvement culture
Leading the Canadian Transformation and Change Portfolio, ensuring downstream senior leadership stakeholders are provided with appropriate strategic counsel and insight, and supporting the ongoing planning and sequencing of the Canadian portfolio, typically working over a period of 12 months to 3/5-year roadmap.
  • Drive the overall performance of the Canadian Change portfolio and broader change initiatives across all performance metrics, financial and non-financial.
  • Ensure measures and metrics align to the overall business performance metrics.
  • Accountable to promote leading methodologies and practices within the Canadian Transformation Portfolio, including constructively challenging conventional thinking.
  • Accountable for quality of team outputs including but not limited to SteerCo reporting, Executive Committee (ExCO) reporting, Board reporting, ad-hoc requests.
  • Escalation of portfolio issues (and proposed remediating actions) for discussion at EC level.
  • Develop and maintain relationships with senior stakeholders across Executive Committees (EC) and business Senior Leadership Teams (SLTs) with particular focus on improving inter-business line collaboration.
  • Establishing appropriate governance and controls across the transformation Portfolio
  • Development and maintenance of a leading insight, reporting and portfolio planning capabilities.
  • Provision of input, support, and challenge to wider stakeholders in the project development phase including business case development, sequencing, planning and options assessments
Requirements & Skills:
  • Bachelor’s Degree in related field or equivalent
  • Relationship management and consulting experience, ideally in Big 4 or boutique consulting firm
  • Previous experience of leading complex high value change and transformation programs
  • Portfolio Management Experience
  • Experience in a regulatory and commercial environment, ideally insurance or broader financial services
  • Previous experience of leading complex high value change and transformation programs
  • Strong networking skills, and evidence of successful collaboration across all levels
  • Credibility and confidence working at senior levels in the organization.
  • Strong financial acumen, commercial awareness, and analytical skills
  • Extensive knowledge and experience developing business cases and program plans
  • Proven track record of successful delivery in a complex business environment
  • Leadership excellence, combined with highly tuned interpersonal, influencing and communication skills.
  • Effective management of stakeholder interests across a complex organizational structure
  • Excellent people leadership skills in terms of motivation, performance and talent and resource management
  • Creative thinking and problem analysis
  • Excellent stakeholder management skills both internally and externally; Senior level influencing, relationship management and consulting