Portfolio Manager

Under the general direction of the Executive VP and Chief Operations Officer, and in accordance with good business practices, the Portfolio Manager is responsible for the oversight, alignment, and optimization of the organization’s portfolio of projects and programs. This role ensures that all initiatives collectively support organizational strategy, maximize return on investment, and efficiently utilize resources. The Portfolio Manager will work closely with project managers, department leaders, and executives to evaluate new initiatives, prioritize work, track progress, and report on portfolio health and performance.

This role demands strategic thinking, excellent communication and facilitation skills, and the ability to provide executive-level visibility into the organization’s project portfolio.

Education and Experience:

• Bachelor’s degree in business administration, healthcare management, information systems, or related field. Master’s degree preferred.
• Minimum of 5–10 years of progressive experience in project or portfolio management, preferably within healthcare operations or technology.
• Portfolio Management Professional (PfMP), Program Management Professional (PgMP), or PMP certification highly desirable.
• Proven experience managing multiple concurrent initiatives, prioritizing competing demands, and working cross-functionally with senior leaders.

Required Skills/Abilities:

• Strong leadership and strategic planning skills, with the ability to align projects and programs with organizational goals.
• Excellent communication, presentation, and stakeholder management skills.
• Advanced analytical skills with the ability to evaluate ROI, resource utilization, and risk across the portfolio.
• Proficiency with portfolio management, project management, and collaboration tools.
• Ability to foster collaboration and drive decision-making across multiple departments and executive teams.

Duties/Responsibilities:

1. Portfolio Oversight & Strategic Alignment

a. Manage the intake, evaluation, and prioritization of projects and programs to ensure alignment with strategic goals.

b. Facilitate regular portfolio review meetings with executive leadership to approve, defer, or retire initiatives.

c. Develop and maintain a portfolio roadmap that visualizes dependencies, timelines, and resource commitments and alignment of solutions to business needs.

2. Resource & Capacity Management

a. Partner with department leaders to assess resource capacity and allocation across the portfolio.

b. Identify resourcing conflicts, recommend adjustments, and ensure critical initiatives are adequately staffed.

c. Monitor utilization of key resources to optimize productivity and reduce bottlenecks.

3. Portfolio Reporting & Metrics

a. Create and deliver executive-level dashboards and reports that track project health, risks, costs, benefits, and solution adoption/performance.

b. Monitor performance of the portfolio using key metrics (e.g., schedule adherence, ROI, benefits realization).

c. Provide visibility into interdependencies, risks, and impacts to enable timely decision-making.

4. Risk & Issue Management

a. Oversee portfolio-level risk assessments and escalations.

b. Collaborate with Project Manager to identify risks and recommend mitigation strategies across projects.

c. Ensure issues impacting multiple initiatives and solution are resolved or escalated appropriately.

5. Governance & Process Improvement

a. Establish and enforce portfolio governance standards, intake processes, and reporting cadences.

b. Collaborate with Project Managers to promote best practices and improve project delivery maturity including standardization and optimization of solutions.

c. Ensure compliance with regulatory, contractual, and organizational standards for project and portfolio management.

6. Stakeholder Engagement & Communication

a. Serve as a key liaison between executive leadership and project/departmental teams.

b. Communicate portfolio priorities, decisions, and status updates to stakeholders at all levels.

c. Facilitate alignment workshops and cross-departmental planning sessions as needed.

7. Continuous Improvement

a. Drive process, technology, and performance improvements across the portfolio.

b. Identify opportunities to optimize workflows, enhance solutions, and increase overall organizational performance.

c. Track emerging trends, tools, and best practices in portfolio, program, and project management.

d. Recommend adjustments to enhance efficiency, effectiveness, standardization, and alignment with organizational strategy.

8. Perform other related duties as assigned.

Join Our Team & Enjoy Great Benefits!

At Infinite Legacy, we care about our employees' well-being, both at work and in life. That's why we offer an excellent benefits package designed to support you and your family.

Our Benefits Include:

• Health, Dental & Vision Insurance: Comprehensive coverage for you and your loved ones.
• Paid Time Off: Take the time you need to relax and recharge.
• 401K: Plan for your future with employer contributions.
• Life & Disability Insurance: Peace of mind, no matter what happens.
• Pet Insurance Discounts: Because your furry friends matter too!
• Tuition Reimbursement: We support your growth and development with education assistance.

Join our team today and experience a workplace that truly values you!