The posting
Job Description
Overview
Reporting to the Head of Enterprise Delivery & Agility, the Portfolio Manager, Transformation is accountable for a portfolio of strategic investments and initiatives that drive organisational transformation and value delivery. This role ensures portfolio alignment with business objectives, optimal resource allocation, and successful delivery of outcomes across complex, interdependent programs.
The Portfolio Manager, Transformation focuses on major transformation initiatives including technology platform implementations (e.g., CRM, Workflow, AI/ML), process automation, and capability uplift programs. This role drives the strategic change agenda, ensuring transformation initiatives deliver intended benefits and enable the organisation's evolution to a modern service provider.
Key Accountabilities and main responsibilities
Portfolio Strategy & Governance
- Ensure adherence to portfolio governance frameworks, policies, and practices in alignment with organisational standards and regulatory requirements
- Develop and maintain portfolio strategy ensuring alignment with transformation objectives, business priorities, and client needs
- Act as the governance focal point for the portfolio, managing relationships with investment councils, steering committees, and executive sponsors
- Ensure transformation initiatives align with target operating model and technology roadmap
Portfolio Management & Optimisation
- Manage all aspects of the portfolio lifecycle including:
- Demand management and strategic alignment of initiatives
- Portfolio categorisation, evaluation, and prioritisation
- Resource capacity planning and allocation
- Execution tracking and benefits realisation
- Risk and dependency management across the portfolio
- Conduct quarterly portfolio reviews with senior stakeholders to validate priorities, assess performance, and reprioritise as business needs evolve
- Optimise portfolio composition to balance strategic objectives, risk tolerance, resource constraints, and value delivery
Performance Management & Reporting
- Provide comprehensive portfolio reporting including health status, milestone achievement, financial performance, risk exposure, and benefits tracking
- Lead deep-dive reviews of challenged initiatives, providing recommendations for continuation, rescoping, pausing, or termination
- Develop and maintain portfolio dashboards, metrics, and KPIs to enable data-driven decision-making
- Track transformation benefits realisation and report on strategic value delivery
Coordination & Integration
- Coordinate dependencies and integration points across initiatives within the portfolio and with other portfolios
- Facilitate resolution of conflicts, competing priorities, and resource constraints across the portfolio
- Partner with transformation leads, technology teams, and business stakeholders to ensure cohesive delivery
- Coordinate closely with Product, AI & Automation, and Omnichannel transformation leads
Capability & Resource Management
- Ensure availability of required skills, competencies, and resources across portfolio initiatives
- Identify capability gaps and coordinate with HR and training teams to address skill development needs
- Optimise resource utilisation across the portfolio, managing allocation to maximise value delivery
Stakeholder Engagement & Communication
- Direct the development and maintenance of portfolio communication plans and stakeholder engagement strategies
- Facilitate portfolio steering committees and governance forums
- Build and maintain strong relationships with senior leaders, delivery teams, and enabling functions
- Act as escalation point for portfolio-level issues and decisions
Continuous Improvement
- Drive portfolio management maturity through process improvement, tool optimisation, and best practice adoption
- Capture and share lessons learned across the portfolio to enhance future delivery
- Champion innovation and new ways of working within the portfolio
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes
Essential Experience
- 7+ years in portfolio, program, or project management roles with increasing scope and complexity
- 3+ years managing portfolios in transformation, technology, or business change environments
- Demonstrated experience managing complex, interdependent initiatives with multiple stakeholders
- Proven experience leading technology transformation and platform implementation programs
- Experience with agile transformation and modern delivery methodologies
- Experience in financial services, superannuation, or highly regulated industries highly desirable
Technical Skills
- Expert knowledge of portfolio management frameworks, tools, and methodologies
- Strong financial acumen including business case development, investment analysis, and benefits tracking
- Deep understanding of technology platforms (e.g., CRM, workflow orchestration, AI/ML)
- Knowledge of digital transformation and automation technologies
- Proficiency in portfolio management tools (e.g., Clarity, Planview, ServiceNow SPM) and reporting platforms
- Familiarity with multiple delivery methodologies including:
- Agile frameworks (Scrum, SAFe)
- Traditional project management (PRINCE2, PMI)
- Program management (MSP, PgMP)
Leadership & Personal Attributes
- Exceptional leadership skills with ability to influence without direct authority
- Strategic thinking with ability to balance big-picture vision with detailed execution
- Outstanding communication skills, able to engage effectively from operational teams to C-suite executives
- Superior client relationship management skills with ability to manage fund client expectations
- Strong analytical and problem-solving capabilities with data-driven decision-making approach
- High emotional intelligence and stakeholder management skills
- Resilient and adaptable, able to navigate ambiguity and manage competing priorities
- Collaborative mindset with ability to build consensus across diverse stakeholder groups
Qualifications
- Bachelor's degree in Business, Technology, Finance, or related field
- Professional certifications highly regarded (e.g., SAFe Portfolio Manager, PgMP, TOGAF)
- Post-graduate qualifications in relevant field advantageous
Some of our Employment Benefits
- FlexiWorks – enabling our employees to work in the office and at home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
- Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft
- Novated Car Leasing
Culture at MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
How to apply
Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
Background Checks
Please note that all successful applicants are required to undergo background checks that include Police Checks and Work History Verification.
About Us
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
