Associate Director, Portfolio Management (New Value Stream – Broker Digitalization)

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

An experienced Project Manager is required to oversee the Distribution Portfolio to ensure the project delivery of all Digital initiatives are according to the agreed scope time and cost. Scope of work will primarily focus on insurance distribution (agency broker banca channels) related projects so experience in this area will be key. This role will lead coach and support the team including business IT and vendors to further adopt agile ways of working. Objective is to have business and IT teams operating in a two-in-a-box model for defining business feature backlog and implement them following an MVP and Sprint delivery approach.

Key Responsibilities:

Project/Program Management

• Support business case preparation (project costing solution selection documentation) for new company initiatives

Portfolio Planning & Scheduling

• Develop and maintain integrated plans for the Distribution portfolio including workstreams milestones dependencies and critical path across initiatives

• Establish and manage delivery cadences (status RAID steering) ensuring alignment across business IT data and vendor teams

• Support the Lead Product Owner with sprint/iteration planning logistics release planning and coordination of UAT and business readiness timelines

• Track and manage cross-initiative dependencies (data platforms security architecture change) and drive timely resolution

Delivery Governance & Execution

• Drive day-to-day project delivery activities ensuring scope schedule resources and deliverables are managed effectively

• Facilitate governance forums and working sessions (project meetings risk reviews steering packs) and capture actions and decisions

• Maintain clear documentation of project plans in Planview RAID logs decisions and key artifacts to support auditability and continuity

• Coordinate with technology delivery teams to manage environment readiness release activities cutovers and post-release hyper-care

Risk Issue Budget & Vendor Management

• Own and maintain RAID logs across Digital initiatives; proactively surface risks/issues propose mitigations and drive closure

• Support budget tracking and forecasting for the Distribution portfolio (where applicable) including vendor spend licensing and resource costs

• Coordinate with procurement and vendors/partners on onboarding delivery plans commercial milestones and performance tracking

• Ensure project activities align to governance requirements (security risk compliance data privacy) and that approvals are planned into timelines

Communication Reporting & Stakeholder Alignment

• Prepare regular status reports and executive-ready Planview dashboards on progress milestones outcomes and RAID for the Lead Product Owner.

• Ensure timely and clear communication across stakeholders including business owners IT data teams operations compliance and Regional/Corporate teams

• Support change management and adoption activities by coordinating training plans communications and operational readiness checkpoints

• Promote consistent ways of working across Digital initiatives escalating blockers and decision needs early

Tools Standards & Continuous Improvement

• Establish and maintain standard portfolio artifacts (Planview roadmap tracker RAID dependency map action log benefits tracker) to improve transparency and delivery performance

• Maintain project management tools (e.g. Planview Jira/Azure DevOps SharePoint) and ensure data quality for reporting

• Identify opportunities to streamline delivery processes improve governance and enhance predictability across the Distribution portfolio.

Requirement

• University degree from a recognized institution

• Minimum 10-15 years of relevant experience with a proven track record in Program Management

• Solid hands-on knowledge and experience in project management methodologies tailored to business needs

• Strong analytical skills and business acumen

• Experience working with executive teams and CEOs

• Excellent communication skills in English; Cantonese and/or Mandarin is an advantage

• Experience in change management and organizational transformation

• Good practice of Agile methodologies and principles

Job Category:

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