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Digital Portfolio – Operations Lead
ManulifeDrive Annual Planning process and manage Digital Experience portfolio at Manulife. Oversee funding approvals and enhance financial visibility across the GDE organization.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio management, strategic planning, and financial operations, with a strong focus on digital transformations and governance. Capable of translating financial data into actionable insights while fostering collaboration between digital experience and technology teams.
Highest-signal resume keywords
Portfolio ManagementStrategic PlanningFinancial OperationsStakeholder InfluenceExecutive Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Budget ManagementFinancial TrackingBusiness Case DevelopmentInvestment PrioritizationGovernance PracticesOperational ProcessesCost Centre AssessmentsForecastingRisk IdentificationResource Allocation
Soft Skills
Exceptional CommunicationRelationship BuildingDetail-OrientedOrganizational SkillsInfluencing Stakeholders
Industry Keywords
Digital ExperiencePMO LeadershipGovernanceExecutive ApprovalsPortfolio Health ReportingFinancial AnalysisOperational SupportStakeholder EngagementStrategic Trade-offsGIA
About the role
Key responsibilities & impact- drive the end-to-end Annual Planning process (i.e., Book of Work & SFP) and associated reporting to leadership
- define how we manage our Digital Experience portfolio
- act as the key link between the digital experience team and our technology partners
- oversee the funding approval process—reviewing materials submitted in GIA for quality and completeness and coordinating with stakeholders to secure timely approvals
- review monthly health and status reports for all portfolio initiatives, tracking spend against plan and understanding the drivers behind variances
- surfacing areas requiring leadership decisions, escalations, or strategic trade-offs
- ensure consistency, transparency, and alignment on strategy execution across all stakeholder groups
- identify, mitigate, and escalate systemic risks, issues, and dependencies
- lead financial operations and portfolio governance across the GDE organization, overseeing budget planning and tracking
- enhance financial visibility and decision-making by developing and maintaining centralized reporting
- provide strategic financial analysis and operational support, including cost centre assessments, executive reporting, and expense validation
- build and sustain bridges between Digital Experience and Technology within GWAM, collaborating closely with Product Owners and Technology partners
- proactively identify gaps in the handoff between Digital Experience and Technology
Requirements
What you’ll need- 6-10+ years of experience in portfolio management, strategic planning, business operations, digital transformations, finance or PMO leadership roles
- Proven experience managing complex portfolios of initiatives, including business case development, investment prioritization, funding governance, executive approvals, and portfolio health reporting
- 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
- Exceptional written and verbal communication skills with experience developing executive-level presentations, portfolio reporting, and governance materials for senior leaders
- Proven ability to build trusted relationships and influence stakeholders across business, technology, finance, product, and leadership teams
- 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
- Bachelor’s degree required
Benefits
Comp & perks- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in Canada including holidays, vacation, personal, and sick days