Portfolio Management Associate Director

About this role

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

Pay and Benefits:

Competitive compensation, including base pay and annual incentive

Comprehensive health and life insurance and well-being benefits, based on location

Pension / Retirement benefits

Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

The Impact you will have in this role:

The Associate Director, Enterprise Portfolio Office Standards, Controls, Data & Continuous Improvement, leads the pillar responsible for the reusable operating backbone of the Enterprise Portfolio Office, including standards, methodology, controls, reporting, data quality, tools, automation and continuous improvement. The role sets the strategic direction and priorities for the pillar, manages team capacity and execution, and ensures the work delivers measurable value to the EPO, enterprise programs and senior stakeholders.

This leader is accountable for driving a practical and scalable operating model that improves consistency, transparency, control discipline, portfolio data quality and process efficiency across the enterprise portfolio. The Associate Director partners closely with Portfolio Advisory, Governance Execution, Technology, Product, Risk, Finance and Delivery teams to ensure EPO standards and improvement initiatives are not only designed effectively, but adopted consistently and translated into better decisions, reduced administrative burden and stronger execution outcomes.

Specific Responsibilities:

Lead the Standards, Controls, Data & Continuous Improvement pillar, including setting priorities, managing team capacity, directing execution and ensuring delivery of measurable outcomes.

Establish and maintain the pillar roadmap across standards, methodology, controls, reporting, data quality, tools, automation and process improvement.

Manage, coach and develop team members, ensuring clear ownership, effective coverage, capability growth and cross-training across pillar responsibilities.

Translate EPO strategic objectives into actionable pillar priorities, delivery plans and success measures.

Ensure the team delivers practical standards, controls, templates, procedures, playbooks and self-service guidance that improve consistency without adding unnecessary administrative burden.

Drive continuous improvement priorities that simplify processes, reduce manual effort, improve user experience and strengthen the operating model.

Lead maturity assessments, lessons learned, stakeholder feedback routines and improvement backlog prioritization to ensure the pillar’s work remains aligned to business needs.

Own portfolio data quality, reporting standards, taxonomy, common metrics and dashboard improvement priorities in partnership with EPO stakeholders and technology partners.

Provide leadership for Planview and related PPM tool operating requirements, enhancement prioritization, adoption planning and value realization in partnership with Technology and Product teams.

Ensure standards and control routines are documented, repeatable, auditable and aligned with enterprise policy expectations.

Partner with Portfolio Advisory and Governance Execution leaders to improve input quality, governance readiness, decision materials, reporting consistency and enterprise portfolio transparency.

Monitor adoption and effectiveness of pillar deliverables, using feedback and metrics to identify where standards, tools, processes or training require refinement.

Prepare senior leadership updates, recommendations and progress reporting on process maturity, data quality, tool performance, improvement delivery and operating model effectiveness.

Drive a culture of simplification, accountability, continuous improvement and measurable value across the Enterprise Portfolio Office.

Leadership Expectations:

Champion Inclusion: Embrace individual differences and create an environment of support, belonging and trust. Invite every voice, every day.

Communicate Clearly: Listen to understand, ask questions for clarity and deliver messages with purpose. Be intentional to ensure your message is understood.

Cultivate Relationships: Show care and compassion for others and authentically build networks across functions. Partner up, down, and across to enable enterprise results.

Instill Ownership: Ensure accountability, manage execution, and mitigate risk to deliver results. Be proactive to make a positive impact.

Inspire Growth: Develop yourself and others through coaching, feedback and mentorship to meet career goals. Build capabilities of others, strengthen our organization.

Propel Change: Think critically, respectfully challenge, and create innovative ways to drive growth. Be bold and challenge to make things better.

Qualifications:

Minimum of 8 years of related experience in portfolio management, PMO/EPMO, governance, process improvement, business management, strategy execution, controls, reporting, data management, operational excellence or a related discipline.

Bachelor’s degree preferred or equivalent experience.

Specific Qualifications:

Experience leading or managing a team, pillar, workstream or function responsible for standards, controls, reporting, process improvement, portfolio operations, PMO/EPMO practices or operating model execution.

Demonstrated ability to set priorities, manage capacity, direct execution and ensure delivery of measurable value across a portfolio of work.

Experience building, leading or improving PMO/EPMO standards, controls, templates, playbooks, procedures, training materials or self-service guidance.

Strong understanding of portfolio management practices, governance operating models, reporting routines, control expectations and executive material standards.

Experience producing or improving portfolio dashboards, management reporting, metrics, taxonomy, data definitions, data quality routines or executive insights.

Demonstrated ability to lead process simplification, maturity improvement, operational excellence or continuous improvement efforts in a complex organization.

Experience partnering with technology or product teams on PPM tools, workflow automation, platform enhancements, user requirements, adoption planning or value realization; Planview experience preferred.

Ability to translate policy and control expectations into practical, scalable and user-friendly ways of working.

Strong executive communication skills, including the ability to synthesize complex operating model, data, tooling and process improvement topics into clear recommendations.

Demonstrated ability to collaborate across business, technology, risk, finance and delivery teams to drive consistent adoption and measurable improvements.

Experience with change management, stakeholder engagement, training, communications and adoption planning.

Familiarity with process improvement methodologies, such as Lean, Six Sigma or operational excellence, preferred.

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC’s subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork.  When you join our team, you’ll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It’s the chance to make a difference at a company that’s truly one of a kind.

Learn more about Clearance and Settlement by clicking here.

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.