Professional Services Portfolio Manager

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the world is exceptional — and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About IPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities

Job Summary: The Portfolio Manager will play a pivotal role in overseeing and coordinating multiple key projects within the organization. This position requires a strategic thinker with exceptional leadership and program management skills to ensure that all programs deliver the company\’s goals and objectives. The role will work closely with all departments, including the UK Executive Leadership Team, to drive successful project outcomes and enhance overall operational efficiency.

• Program Oversight: Lead and manage the planning, execution, and delivery of multiple cross-functional programs, ensuring they deliver the company\’s strategic objectives and are completed on time and within budget. Act as first point of client escalation on PS delivery. Ensure integrity of the resource forecasting and project financial forecasting process across the PS Portfolio
• Stakeholder Management: Collaborate with senior leadership to define program goals, scope, and deliverables. Maintain strong relationships with stakeholders to ensure alignment and support throughout the program lifecycle.
• Team Leadership: Build and lead a high-performing project management team. Provide guidance, mentorship, and professional development opportunities to team members.
• Risk Management: Identify potential risks and develop mitigation strategies to ensure program success. Monitor and report on program progress, addressing any issues that arise promptly.
• Continuous Improvement: Foster a culture of continuous improvement by implementing best practices in program management. Encourage innovation and process enhancements to drive efficiency and effectiveness. Own the Project Management and the Professional Services Delivery process.
• Client Satisfaction: Focus on client satisfaction across delivery portfolio

Qualifications

• Education: Bachelor’s degree in business administration, Project Management, or a related field. A master’s degree or PMP certification is preferred.
• Experience: Significant experience in program management, including in a leadership role. Proven track record of successfully managing complex programs and leading cross-functional teams.
• Skills: Advanced leadership and interpersonal skills. Excellent communication and negotiation abilities. Proficiency in project management software and tools. Ability to think strategically and execute tactically.
• Attributes: Proficient in attention to detail, proactive in approach, and adaptable to changing environments. Capable of excelling in fast-paced settings while effectively managing multiple priorities at once.

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, Pension plan with company-matched contributions, generous time off and flexible work/life balance, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.

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