Digital Portfolio & Operations Lead

As aDigital Portfolio &OperationsLead you willdrivetheend-to-endAnnual Planningprocess(i.e.Book of Work & SFP)and associated reporting to leadership define how we manage our Digital Experience portfolio and act as the key link between the digital experience team and our technology partners.Thisrolewill also be responsible fortrackingin collaboration with our finance partner andWAM Marketingstrategy leadsthe overall Global Digital Experience (GDE) teamfinancials including BAUworkforce and program budget as well asproject-basedresources.The role demands disciplined execution strong financial accountability and the ability to influence senior stakeholders.

Position Responsibilities:

Digital Experience Portfolio Management

Planning & Prioritization

• Coordinate the intake ofcross-functionalDigital Experience initiativesdriving stakeholder engagement andguidingbusiness case best practices to ensure submissions are accurate fulsome and strategically grounded.

• Help shapethe scope ofBU-specific Digital Experience submissionsand feed it into BU-specific prioritization processes.

• Validate and align Shared Digital Experience submissions with keystakeholdersandfacilitateprioritization.

Funding & Approval

• Oversee the funding approval processreviewing materials submitted in GIA(Manulifes system for Business Case processing)for quality and completeness and coordinatingwithstakeholders to secure timely approvals.

Delivery Monitoring & Reporting

• Review monthly health and status reports for all portfolio initiatives trackingspendagainst plan and understanding the drivers behind variances.

• Identify and surface areas requiring leadership decisions escalations or strategic trade-offsbringing options rather than just problems.

• Serve as the enterprise-wide connector for Digital Experience ensuring consistency transparency and alignment on strategy execution across all stakeholder groups.

• Proactively identify mitigate and escalate systemic risks issues and dependencies.

• Champion change management by partnering with key stakeholders to ensure proactive engagement and effective support.

• Ensureadherence to enterprise reporting standards andsystemsandensuretotal traceability and audit readiness for all program data.Integrate the Manulife Outcome Delivery Framework (ODF) and Delegation of Authority (DOA) requirements and thresholds into program ways of working.

GDE Team Financials

• Lead financial operations and portfolio governanceacross the GDE organization overseeing budget planning and tracking forBusiness-as-Usualworkforce and programexpensesas well as Project initiatives under the corporate funding models(i.e.SFPand Book of Work)while supporting annual planning cycles (current yearexecutionandnext yearforecasting).

• Drive rigorous financial tracking and reconciliation processes facilitating bi-weekly reviewswith our finance partnerand cross-functional alignmentwith our GDE LTto ensure accuracy transparency and effective resource allocation and transitions.

• Enhance financial visibility and decision-makingby developing and maintaining centralized reporting (e.g. workforce open roles program budgets) enabling leadership with timely actionable insights.

• Provide strategic financial analysis and operational support including cost centre assessments executive reporting and expense validation ensuring alignment issue resolution and forward-looking workforce planning.

Strategic Partnership with Technology and Digital Experienceacross Segments

• Build and sustain the bridges between DigitalExperienceand Technologywithin GWAM across Segments (e.g.GWAM and Canada Segmenton Unified Programme) and Global teams

• Collaborate closely with Product Owners and Technology partners to ensure portfolio performance is clearly understood and that initiatives are meeting delivery outcomes KPIs and financial targets.

• Proactively identify gaps in the handoff between DigitalExperienceand Technology and actively work to close themenabling smoother faster delivery.

• Flag issues requiring executive decision-making with clarity context and recommended paths forward.

• Bring a connectors mindset to every interaction: your role is not only to manage programs but to build the relationships and shared understanding that make ambitious digital transformation possible.

Required Qualifications:

• Experience:6-10 years of experience inportfolio management strategic planningbusiness operations digital transformations finance or PMO leadership roles with direct accountability for portfolio governance funding approvals prioritization and financial oversight.

• Portfolio & Governance Expertise:Proven experience managing complex portfolios of initiatives including business case development investment prioritization funding governance executive approvals and portfolio health reporting.

• Financial Acumen:Demonstrated experience managing budgets forecasts workforce planning and financial tracking within large organizations. Ability to translate financial data into actionable insights identify risks and provide recommendations that support investment and resource allocation decisions.

• Executive Communication & Reporting:Exceptional written and verbal communication skills with experience developing executive-level presentations portfolio reportingand governance materials for senior leaders.

• Stakeholder Management & Influence:Proven ability to build trusted relationships and influence stakeholders across business technology finance product and leadership teams. Skilled at driving alignment facilitating prioritization discussions and navigating complex organizational environments.

• Execution & Continuous Improvement:Highly organized and detail-oriented with the ability to establish and improve operational processes governance practices reporting frameworks and controls while managing multiple priorities in a fast-paced environment.

• Education:Bachelors degree required.

• Additional skills:Strong analytical problem-solving and decision-making abilities; able to simplify complexity into clear actionable recommendations.Advanced Excel andPowerPoint skills are essential.

Preferred Qualifications:

• Experience supporting digital strategy and/or digital transformation in a product-led organization.

• Familiarity with agile ways of working and tools (e.g. Jira Rally Confluence).

• Comfort contributing to digital product work across discovery-to-delivery (roadmaps backlogs journeys adoption metrics).

• Experience in financial services.